Toronado Partners, LLC
- SEC CIK
- 0001749611
- Latest filing
- Aug 13, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 11
- −1 vs. Q2 2023
- Portfolio value
- $176.4M
- −$54.3M (−23.5%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TENBTenable Holdings, Inc. | COM | 540,336 | $24.2M | 13.7% | −130,013−19.4% | Reduced | History |
| FNFabrinet | SHS | 139,827 | $23.3M | 13.2% | +68,527+96.1% | Added | History |
| PIImpinj Inc | COM | 355,825 | $19.6M | 11.1% | +28,700+8.8% | Added | History |
| HLITHarmonic Inc. | COM | 2,011,532 | $19.4M | 11.0% | +1,205,380+149.5% | Added | History |
| RSKDRiskified Ltd. | SHS CL A | 3,682,638 | $16.5M | 9.4% | −740,065−16.7% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 196,862 | $16.0M | 9.1% | −131,400−40.0% | Reduced | History |
| MITKMitek Systems Inc | COM NEW | 1,389,348 | $14.9M | 8.4% | −362,709−20.7% | Reduced | History |
| MXMagnachip Semiconductor Corp | COM | 1,790,975 | $14.9M | 8.4% | −254,187−12.4% | Reduced | History |
| SITMSITIME Corp | COM | 114,363 | $13.1M | 7.4% | −74,902−39.6% | Reduced | History |
| TWLOTwilio Inc | CL A | 176,277 | $10.3M | 5.8% | −176,700−50.1% | Reduced | History |
| AMPLAmplitude, Inc. | Stock | 371,095 | $4.29M | 2.4% | −915,951−71.2% | Reduced | History |
Sold out since Q2 2023 (1)
Positions held at the end of Q2 2023 that are gone from this filing.