Toronado Partners as of Sept. 30, 2019
Portfolio Holdings for Toronado Partners
Toronado Partners holds 12 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carbon Black | 12.8 | $37M | 1.4M | 25.99 | |
| New Relic | 11.9 | $35M | 568k | 61.45 | |
| Gds Holdings ads (GDS) | 11.0 | $32M | 799k | 40.08 | |
| Viavi Solutions Inc equities (VIAV) | 9.5 | $28M | 2.0M | 14.00 | |
| Interxion Holding | 8.7 | $26M | 313k | 81.46 | |
| eHealth (EHTH) | 8.5 | $25M | 373k | 66.79 | |
| Blackline (BL) | 8.2 | $24M | 502k | 47.81 | |
| Impinj (PI) | 7.3 | $21M | 689k | 30.83 | |
| Zendesk | 6.2 | $18M | 251k | 72.88 | |
| Magnachip Semiconductor Corp (MX) | 5.8 | $17M | 1.7M | 10.14 | |
| Twilio Inc cl a (TWLO) | 5.7 | $17M | 152k | 109.96 | |
| Mitek Systems (MITK) | 4.3 | $13M | 1.3M | 9.65 |
