Toronado Partners, LLC
- SEC CIK
- 0001749611
- Latest filing
- Aug 13, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 11, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 10
- 0 vs. Q3 2021
- Portfolio value
- $314.2M
- +$29.7M (+10.4%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MXMagnachip Semiconductor Corp | COM | 2,523,636 | $52.9M | 16.8% | +476,657+23.3% | Added | History |
| TENBTenable Holdings, Inc. | COM | 941,722 | $51.9M | 16.5% | −69,350−6.9% | Reduced | History |
| MITKMitek Systems Inc | COM NEW | 2,442,475 | $43.4M | 13.8% | +400,070+19.6% | Added | History |
| PIImpinj Inc | COM | 354,998 | $31.5M | 10.0% | −265,247−42.8% | Reduced | History |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 794,633 | $30.2M | 9.6% | −76,568−8.8% | Reduced | History |
| BLBlackline, Inc. | COM | 272,998 | $28.3M | 9.0% | −5,000−1.8% | Reduced | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 535,325 | $25.2M | 8.0% | +29,600+5.9% | Added | History |
| TWLOTwilio Inc | CL A | 87,557 | $23.1M | 7.3% | +37,000+73.2% | Added | History |
| ZENZendesk, Inc. | COM | 209,247 | $21.8M | 6.9% | 00.0% | Unchanged | History |
| RSKDRiskified Ltd. | SHS CL A | 760,263 | $5.98M | 1.9% | +760,263 | New | History |
Sold out since Q3 2021 (1)
Positions held at the end of Q3 2021 that are gone from this filing.