Toronado Partners

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

  • Top 5 stock holdings are TENB, MX, MITK, GDS, TWLO, and represent 56.91% of Toronado Partners's stock portfolio.
  • Added to shares of these 9 stocks: AMPL (+$19M), GDYN (+$19M), TWLO (+$17M), RSKD (+$16M), GDS (+$12M), BL (+$9.9M), PI, MITK, MX.
  • Started 1 new stock positions in AMPL.
  • Reduced shares in these 2 stocks: TENB (-$7.5M), ZEN (-$5.0M).
  • Toronado Partners was a net buyer of stock by $88M.
  • Toronado Partners has $340M in assets under management (AUM), dropping by 8.16%.
  • 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

Companies in the Toronado Partners portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tenable Hldgs (TENB) 13.8 $47M -13% 813k 57.79
Magnachip Semiconductor Corp (MX) 12.8 $44M +2% 2.6M 16.91
Mitek Systems (MITK) 11.3 $38M +6% 2.6M 14.67
GDS HLDGS Sponsored Adr (GDS) 9.7 $33M +56% 840k 39.25
Twilio Cl A (TWLO) 9.3 $32M +118% 192k 164.81
Blackline (BL) 8.8 $30M +49% 409k 73.22
Grid Dynamics Hldgs (GDYN) 8.8 $30M +166% 2.1M 14.08
Impinj (PI) 8.0 $27M +20% 427k 63.54
Riskified Cl A (RSKD) 6.0 $20M +344% 3.4M 6.04
Zendesk (ZEN) 5.9 $20M -20% 167k 120.29
Amplitude (AMPL) 5.6 $19M NEW 1.0M 18.43

Past Filings by Toronado Partners

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