Toronado Partners, LLC
- SEC CIK
- 0001749611
- Latest filing
- Aug 13, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 10
- 0 vs. Q4 2022
- Portfolio value
- $273.4M
- +$12.4M (+4.8%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TWLOTwilio Inc | CL A | 566,702 | $37.8M | 13.8% | −51,900−8.4% | Reduced | History |
| TENBTenable Holdings, Inc. | COM | 776,408 | $36.9M | 13.5% | −175,588−18.4% | Reduced | History |
| RSKDRiskified Ltd. | SHS CL A | 5,523,648 | $31.2M | 11.4% | +225,215+4.3% | Added | History |
| MITKMitek Systems Inc | COM NEW | 2,658,404 | $25.5M | 9.3% | +23,364+0.9% | Added | History |
| MXMagnachip Semiconductor Corp | COM | 2,731,584 | $25.3M | 9.3% | +39,323+1.5% | Added | History |
| PIImpinj Inc | COM | 186,311 | $25.2M | 9.2% | −56,422−23.2% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 435,862 | $25.2M | 9.2% | −69,739−13.8% | Reduced | History |
| AMPLAmplitude, Inc. | Stock | 2,008,694 | $25.0M | 9.1% | −52,621−2.6% | Reduced | History |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 2,149,386 | $24.6M | 9.0% | +23,456+1.1% | Added | History |
| SITMSITIME Corp | COM | 116,966 | $16.6M | 6.1% | −58,054−33.2% | Reduced | History |