Toronado Partners as of Sept. 30, 2020
Portfolio Holdings for Toronado Partners
Toronado Partners holds 12 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zendesk | 12.4 | $45M | 433k | 102.92 | |
| Blackline (BL) | 10.8 | $39M | 431k | 89.63 | |
| Impinj (PI) | 10.7 | $38M | 1.5M | 26.35 | |
| Mitek Sys Com New (MITK) | 10.6 | $38M | 3.0M | 12.74 | |
| GDS HLDGS Sponsored Ads (GDS) | 9.9 | $35M | 433k | 81.83 | |
| Tenable Hldgs (TENB) | 9.1 | $33M | 863k | 37.75 | |
| eHealth (EHTH) | 7.8 | $28M | 353k | 79.00 | |
| New Relic | 6.7 | $24M | 429k | 56.36 | |
| Magnachip Semiconductor Corp (MX) | 6.6 | $24M | 1.7M | 13.70 | |
| InterDigital (IDCC) | 6.4 | $23M | 405k | 57.06 | |
| Twilio Cl A (TWLO) | 6.2 | $22M | 90k | 247.09 | |
| Benefitfocus | 2.9 | $10M | 931k | 11.20 |
