Toronado Partners as of March 31, 2020
Portfolio Holdings for Toronado Partners
Toronado Partners holds 11 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gds Holdings ads (GDS) | 13.1 | $42M | 720k | 57.97 | |
| eHealth (EHTH) | 12.7 | $41M | 288k | 140.82 | |
| Zendesk | 10.4 | $33M | 518k | 64.01 | |
| Twilio Inc cl a (TWLO) | 10.3 | $33M | 369k | 89.49 | |
| InterDigital (IDCC) | 9.6 | $31M | 685k | 44.63 | |
| Blackline (BL) | 9.5 | $30M | 576k | 52.61 | |
| New Relic | 8.7 | $28M | 604k | 46.24 | |
| Impinj (PI) | 8.1 | $26M | 1.5M | 16.71 | |
| Viavi Solutions Inc equities (VIAV) | 7.1 | $23M | 2.0M | 11.21 | |
| Magnachip Semiconductor Corp (MX) | 5.9 | $19M | 1.7M | 11.05 | |
| Mitek Systems (MITK) | 4.7 | $15M | 1.9M | 7.88 |
