Toronado Partners, LLC Portfolio Holdings by Sector
Toronado Partners, LLC
- $144 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
JAMF ESTC AMPL 3 stocks |
$33,216
23.1% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
TWLO EVER 2 stocks |
$31,349
21.8% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
PI HLIT 2 stocks |
$30,480
21.19% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
TRIP 1 stocks |
$13,717
9.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
SITM 1 stocks |
$12,288
8.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
FN 1 stocks |
$12,093
8.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Solar | Technology
ENPH 1 stocks |
$10,665
7.42% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|