Toronado Partners

Latest statistics and disclosures from Toronado Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TENB, FN, PI, HLIT, RSKD, and represent 58.36% of Toronado Partners's stock portfolio.
  • Added to shares of these 3 stocks: HLIT (+$12M), FN (+$11M), PI.
  • Reduced shares in these 9 stocks: ESTC (-$11M), AMPL (-$11M), TWLO (-$10M), SITM (-$8.6M), GDYN (-$6.5M), TENB (-$5.8M), MITK, RSKD, MX.
  • Sold out of its position in GDYN.
  • Toronado Partners was a net seller of stock by $-37M.
  • Toronado Partners has $176M in assets under management (AUM), dropping by -23.52%.
  • Central Index Key (CIK): 0001749611

Tip: Access up to 7 years of quarterly data

Positions held by Toronado Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Toronado Partners

Toronado Partners holds 11 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tenable Hldgs (TENB) 13.7 $24M -19% 540k 44.80
 View chart
Fabrinet (FN) 13.2 $23M +96% 140k 166.62
 View chart
Impinj (PI) 11.1 $20M +8% 356k 55.03
 View chart
Harmonic (HLIT) 11.0 $19M +149% 2.0M 9.63
 View chart
Riskified Cl A (RSKD) 9.4 $17M -16% 3.7M 4.48
 View chart
Elastic N V ord (ESTC) 9.1 $16M -40% 197k 81.24
 View chart
Mitek Systems (MITK) 8.4 $15M -20% 1.4M 10.72
 View chart
Magnachip Semiconductor Corp (MX) 8.4 $15M -12% 1.8M 8.31
 View chart
Sitime Corp (SITM) 7.4 $13M -39% 114k 114.25
 View chart
Twilio Cl A (TWLO) 5.8 $10M -50% 176k 58.53
 View chart
Amplitude (AMPL) 2.4 $4.3M -71% 371k 11.57
 View chart

Past Filings by Toronado Partners

SEC 13F filings are viewable for Toronado Partners going back to 2018

View all past filings