Toronado Partners, LLC
- SEC CIK
- 0001749611
- Latest filing
- Aug 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed May 12, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 10
- −1 vs. Q3 2022
- Portfolio value
- $261.0M
- −$22.6M (−8.0%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TENBTenable Holdings, Inc. | COM | 951,996 | $36.3M | 13.9% | −162,034−14.5% | Reduced | History |
| TWLOTwilio Inc | CL A | 618,602 | $30.3M | 11.6% | +221,700+55.9% | Added | History |
| PIImpinj Inc | COM | 242,733 | $26.5M | 10.2% | −73,615−23.3% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 505,601 | $26.0M | 10.0% | +87,668+21.0% | Added | History |
| MITKMitek Systems Inc | COM NEW | 2,635,040 | $25.5M | 9.8% | +44,071+1.7% | Added | History |
| MXMagnachip Semiconductor Corp | COM | 2,692,261 | $25.3M | 9.7% | +118,836+4.6% | Added | History |
| AMPLAmplitude, Inc. | Stock | 2,061,315 | $24.9M | 9.5% | +590,841+40.2% | Added | History |
| RSKDRiskified Ltd. | SHS CL A | 5,298,433 | $24.5M | 9.4% | +301,231+6.0% | Added | History |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 2,125,930 | $23.9M | 9.1% | +151,029+7.6% | Added | History |
| SITMSITIME Corp | COM | 175,020 | $17.8M | 6.8% | +175,020 | New | History |
Sold out since Q3 2022 (2)
Positions held at the end of Q3 2022 that are gone from this filing.