Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
IMPINJ INC | 318,624 | -37,201 | $28,686 |
PI | 318,624 | -37,201 | $28,686 |
HARMONIC INC | 1,781,735 | -229,797 | $23,234 |
HLIT | 1,781,735 | -229,797 | $23,234 |
FABRINET | 105,801 | -34,026 | $20,137 |
FN | 105,801 | -34,026 | $20,137 |
SITIME CORP | 154,516 | +40,153 | $18,863 |
SITM | 154,516 | +40,153 | $18,863 |
ELASTIC N V | 162,403 | -34,459 | $18,303 |
ESTC | 162,403 | -34,459 | $18,303 |
TWILIO INC | 232,193 | +55,916 | $17,616 |
TWLO | 232,193 | +55,916 | $17,616 |
TENABLE HLDGS INC | 341,461 | -198,875 | $15,728 |
TENB | 341,461 | -198,875 | $15,728 |
MITEK SYS INC | 1,176,950 | -212,398 | $15,347 |
MITK | 1,176,950 | -212,398 | $15,347 |
RISKIFIED LTD | 3,251,015 | -431,623 | $15,215 |
RSKD | 3,251,015 | -431,623 | $15,215 |
MAGNACHIP SEMICONDUCTOR CORP | 1,168,154 | -622,821 | $8,761 |
MX | 1,168,154 | -622,821 | $8,761 |
EVERQUOTE INC | 677,673 | +677,673 | $8,295 |
EVER | 677,673 | +677,673 | $8,295 |
AMPLITUDE INC | 0 | -371,095 | $0 (exited) |
AMPL | 0 | -371,095 | $0 |
See Summary: Toronado Partners LLC Top Holdings
See Details: Top 10 Stocks Held By Toronado Partners LLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
EVER | +677,673 | +$8,295 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
AMPL | -371,095 | -$4,294 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
TWLO | +55,916 | +$7,299 |
SITM | +40,153 | +$5,797 |
FN | -34,026 | -$3,161 |
ESTC | -34,459 | +$2,310 |
PI | -37,201 | +$9,105 |
TENB | -198,875 | -$8,479 |
MITK | -212,398 | +$453 |
HLIT | -229,797 | +$3,863 |
RSKD | -431,623 | -$1,283 |
MX | -622,821 | -$6,122 |
Size ($ in 1000's)
At 12/31/2023: $190,185 At 09/30/2023: $176,402 Toronado Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Toronado Partners LLC 13F filings. Link to 13F filings: SEC filings |