Toronado Partners, LLC
- SEC CIK
- 0001749611
- Latest filing
- Aug 13, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 10, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 11
- +1 vs. Q2 2022
- Portfolio value
- $283.6M
- −$23.3M (−7.6%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TENBTenable Holdings, Inc. | COM | 1,114,030 | $38.8M | 13.7% | +126,266+12.8% | Added | History |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 1,974,901 | $37.0M | 13.0% | −377,835−16.1% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 417,933 | $30.0M | 10.6% | +417,933 | New | History |
| TWLOTwilio Inc | CL A | 396,902 | $27.4M | 9.7% | +94,965+31.5% | Added | History |
| MXMagnachip Semiconductor Corp | COM | 2,573,425 | $26.4M | 9.3% | 00.0% | Unchanged | History |
| PIImpinj Inc | COM | 316,348 | $25.3M | 8.9% | −436,631−58.0% | Reduced | History |
| MITKMitek Systems Inc | COM NEW | 2,590,969 | $23.7M | 8.4% | −294,873−10.2% | Reduced | History |
| AMPLAmplitude, Inc. | Stock | 1,470,474 | $22.7M | 8.0% | +518,862+54.5% | Added | History |
| RSKDRiskified Ltd. | SHS CL A | 4,997,202 | $19.7M | 6.9% | +699,733+16.3% | Added | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 967,472 | $17.1M | 6.0% | −84,681−8.0% | Reduced | History |
| BLBlackline, Inc. | COM | 259,023 | $15.5M | 5.5% | −58,752−18.5% | Reduced | History |