Toronado Partners, LLC
- SEC CIK
- 0001749611
- Latest filing
- Aug 13, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 13, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 10
- 0 vs. Q1 2021
- Portfolio value
- $343.1M
- +$35.0M (+11.4%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MITKMitek Systems Inc | COM NEW | 2,316,856 | $44.6M | 13.0% | −13,560−0.6% | Reduced | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 520,845 | $40.9M | 11.9% | +64,159+14.0% | Added | History |
| MXMagnachip Semiconductor Corp | COM | 1,663,774 | $39.7M | 11.6% | 00.0% | Unchanged | History |
| TENBTenable Holdings, Inc. | COM | 946,832 | $39.2M | 11.4% | +29,744+3.2% | Added | History |
| PIImpinj Inc | COM | 684,679 | $35.3M | 10.3% | +38,159+5.9% | Added | History |
| BLBlackline, Inc. | COM | 297,724 | $33.1M | 9.7% | −6,000−2.0% | Reduced | History |
| STMPStamps.com Inc | COM NEW | 158,853 | $31.8M | 9.3% | +158,853 | New | History |
| ZENZendesk, Inc. | COM | 212,247 | $30.6M | 8.9% | −65,500−23.6% | Reduced | History |
| TREELendingTree, Inc. | COM | 120,373 | $25.5M | 7.4% | +7,751+6.9% | Added | History |
| TWLOTwilio Inc | CL A | 56,557 | $22.3M | 6.5% | −3,500−5.8% | Reduced | History |
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.