Toronado Partners, LLC
- SEC CIK
- 0001749611
- Latest filing
- Aug 13, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 12, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 10
- 0 vs. Q2 2021
- Portfolio value
- $284.5M
- −$58.6M (−17.1%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TENBTenable Holdings, Inc. | COM | 1,011,072 | $46.7M | 16.4% | +64,240+6.8% | Added | History |
| MITKMitek Systems Inc | COM NEW | 2,042,405 | $37.8M | 13.3% | −274,451−11.8% | Reduced | History |
| MXMagnachip Semiconductor Corp | COM | 2,046,979 | $36.4M | 12.8% | +383,205+23.0% | Added | History |
| PIImpinj Inc | COM | 620,245 | $35.4M | 12.5% | −64,434−9.4% | Reduced | History |
| BLBlackline, Inc. | COM | 277,998 | $32.8M | 11.5% | −19,726−6.6% | Reduced | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 505,725 | $28.6M | 10.1% | −15,120−2.9% | Reduced | History |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 871,201 | $25.5M | 8.9% | +871,201 | New | History |
| ZENZendesk, Inc. | COM | 209,247 | $24.4M | 8.6% | −3,000−1.4% | Reduced | History |
| TWLOTwilio Inc | CL A | 50,557 | $16.1M | 5.7% | −6,000−10.6% | Reduced | History |
| TREELendingTree, Inc. | COM | 6,047 | $846.0K | 0.3% | −114,326−95.0% | Reduced | History |
Sold out since Q2 2021 (1)
Positions held at the end of Q2 2021 that are gone from this filing.