TORONADO PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HLIT | 1.20M | $12.26M |
 | JAMF | 1.11M | $11.87M |
 | AMPL | 970K | $10.40M |
 | TRIP | 844K | $13.72M |
 | EVER | 587K | $13.43M |
 | ENPH | 301K | $10.67M |
 | TWLO | 176K | $17.63M |
 | ESTC | 130K | $10.95M |
 | PI | 101K | $18.22M |
 | SITM | 41K | $12.29M |
 | FN | 33K | $12.09M |
Harmonic Inc.
HLIT
Shares Held
1.20M
Value
$12.26M
Jamf Holding Corp.
JAMF
Shares Held
1.11M
Value
$11.87M
Amplitude, Inc.
AMPL
Shares Held
970K
Value
$10.40M
Tripadvisor, Inc.
TRIP
Shares Held
844K
Value
$13.72M
EverQuote, Inc.
EVER
Shares Held
587K
Value
$13.43M
Enphase Energy, Inc.
ENPH
Shares Held
301K
Value
$10.67M
Twilio Inc.
TWLO
Shares Held
176K
Value
$17.63M
Elastic N.V.
ESTC
Shares Held
130K
Value
$10.95M
Impinj, Inc.
PI
Shares Held
101K
Value
$18.22M
SiTime Corporation
SITM
Shares Held
41K
Value
$12.29M
Fabrinet
FN
Shares Held
33K
Value
$12.09M