Toronado Partners, LLC Portfolio Holdings by Sector
Toronado Partners, LLC
- $141 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Communication Equipment | Technology
PI HLIT 2 stocks |
$33,261
23.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
TWLO EVER 2 stocks |
$30,719
21.8% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
ESTC JAMF AMPL RSKD 4 stocks |
$26,493
18.8% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
FN 1 stocks |
$24,850
17.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
TRIP 1 stocks |
$12,927
9.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
SITM 1 stocks |
$12,638
8.97% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|