Toronado Partners, LLC
- SEC CIK
- 0001749611
- Latest filing
- Aug 13, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 10
- −1 vs. Q1 2022
- Portfolio value
- $306.9M
- −$32.8M (−9.7%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TENBTenable Holdings, Inc. | COM | 987,764 | $44.9M | 14.6% | +175,242+21.6% | Added | History |
| PIImpinj Inc | COM | 752,979 | $44.2M | 14.4% | +325,756+76.2% | Added | History |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 2,352,736 | $39.6M | 12.9% | +235,057+11.1% | Added | History |
| MXMagnachip Semiconductor Corp | COM | 2,573,425 | $37.4M | 12.2% | −7,061−0.3% | Reduced | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 1,052,153 | $35.1M | 11.4% | +212,465+25.3% | Added | History |
| MITKMitek Systems Inc | COM NEW | 2,885,842 | $26.7M | 8.7% | +279,083+10.7% | Added | History |
| TWLOTwilio Inc | CL A | 301,937 | $25.3M | 8.2% | +110,400+57.6% | Added | History |
| BLBlackline, Inc. | COM | 317,775 | $21.2M | 6.9% | −90,908−22.2% | Reduced | History |
| RSKDRiskified Ltd. | SHS CL A | 4,297,469 | $19.1M | 6.2% | +916,769+27.1% | Added | History |
| AMPLAmplitude, Inc. | Stock | 951,612 | $13.6M | 4.4% | −78,914−7.7% | Reduced | History |
Sold out since Q1 2022 (1)
Positions held at the end of Q1 2022 that are gone from this filing.