Toronado Partners, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ENPHASE ENERGY INC(ENPH) | 0 | 301,379 | +301,379 | 0 | 10,665,803 | 7.07% | +10,665,803 |
| STUBHUB HLDGS INC(STUB) | 0 | 435,332 | +435,332 | 0 | 7,330,991 | 4.86% | +7,330,991 |
| AMPLITUDE INC(AMPL) | 288,488 | 970,344 | +681,856 | 3,577,251 | 10,402,088 | 6.90% | +6,824,837 |
| JAMF HLDG CORP | 901,236 | 1,109,255 | +208,019 | 8,570,754 | 11,869,029 | 7.87% | +3,298,275 |
| HARMONIC INC(HLIT) | 1,196,640 | 1,204,593 | +7,953 | 11,332,181 | 12,262,757 | 8.13% | +930,576 |
| TRIPADVISOR INC(TRIP) | 990,649 | 843,654 | -146,995 | 12,927,969 | 13,717,814 | 9.09% | +789,845 |
| EVERQUOTE INC(EVER) | 531,884 | 587,440 | +55,556 | 12,860,955 | 13,434,753 | 8.91% | +573,798 |
| TWILIO INC(TWLO) | 143,609 | 176,177 | +32,568 | 17,859,215 | 17,633,556 | 11.69% | -225,659 |
| SITIME CORP(SITM) | 59,312 | 40,785 | -18,527 | 12,638,201 | 12,288,928 | 8.15% | -349,273 |
| RISKIFIED LTD | 287,270 | 0 | -287,270 | 1,433,477 | 0 | — | -1,433,477 |
| ELASTIC N V | 153,128 | 129,548 | -23,580 | 12,913,284 | 10,945,511 | 7.26% | -1,967,773 |
| IMPINJ INC(PI) | 197,441 | 100,795 | -96,646 | 21,929,772 | 18,218,696 | 12.08% | -3,711,076 |
| FABRINET(FN) | 84,329 | 33,167 | -51,162 | 24,850,070 | 12,093,352 | 8.02% | -12,756,718 |