Toronado Partners, LLC
- SEC CIK
- 0001749611
- Latest filing
- Aug 13, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 11
- +1 vs. Q4 2021
- Portfolio value
- $339.8M
- +$25.6M (+8.2%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TENBTenable Holdings, Inc. | COM | 812,522 | $47.0M | 13.8% | −129,200−13.7% | Reduced | History |
| MXMagnachip Semiconductor Corp | COM | 2,580,486 | $43.6M | 12.8% | +56,850+2.3% | Added | History |
| MITKMitek Systems Inc | COM NEW | 2,606,759 | $38.2M | 11.3% | +164,284+6.7% | Added | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 839,688 | $33.0M | 9.7% | +304,363+56.9% | Added | History |
| TWLOTwilio Inc | CL A | 191,537 | $31.6M | 9.3% | +103,980+118.8% | Added | History |
| BLBlackline, Inc. | COM | 408,683 | $29.9M | 8.8% | +135,685+49.7% | Added | History |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 2,117,679 | $29.8M | 8.8% | +1,323,046+166.5% | Added | History |
| PIImpinj Inc | COM | 427,223 | $27.1M | 8.0% | +72,225+20.3% | Added | History |
| RSKDRiskified Ltd. | SHS CL A | 3,380,700 | $20.4M | 6.0% | +2,620,437+344.7% | Added | History |
| ZENZendesk, Inc. | COM | 167,345 | $20.1M | 5.9% | −41,902−20.0% | Reduced | History |
| AMPLAmplitude, Inc. | Stock | 1,030,526 | $19.0M | 5.6% | +1,030,526 | New | History |