Toronado Partners, LLC
- SEC CIK
- 0001749611
- Latest filing
- Aug 13, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 12
- +2 vs. Q1 2023
- Portfolio value
- $230.7M
- −$42.7M (−15.6%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PIImpinj Inc | COM | 327,125 | $29.3M | 12.7% | +140,814+75.6% | Added | History |
| TENBTenable Holdings, Inc. | COM | 670,349 | $29.2M | 12.7% | −106,059−13.7% | Reduced | History |
| MXMagnachip Semiconductor Corp | COM | 2,045,162 | $22.9M | 9.9% | −686,422−25.1% | Reduced | History |
| TWLOTwilio Inc | CL A | 352,977 | $22.5M | 9.7% | −213,725−37.7% | Reduced | History |
| SITMSITIME Corp | COM | 189,265 | $22.3M | 9.7% | +72,299+61.8% | Added | History |
| RSKDRiskified Ltd. | SHS CL A | 4,422,703 | $21.5M | 9.3% | −1,100,945−19.9% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 328,262 | $21.0M | 9.1% | −107,600−24.7% | Reduced | History |
| MITKMitek Systems Inc | COM NEW | 1,752,057 | $19.0M | 8.2% | −906,347−34.1% | Reduced | History |
| AMPLAmplitude, Inc. | Stock | 1,287,046 | $14.2M | 6.1% | −721,648−35.9% | Reduced | History |
| HLITHarmonic Inc. | COM | 806,152 | $13.0M | 5.7% | +806,152 | New | History |
| FNFabrinet | SHS | 71,300 | $9.26M | 4.0% | +71,300 | New | History |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 702,458 | $6.50M | 2.8% | −1,446,928−67.3% | Reduced | History |