Toronado Partners as of Dec. 31, 2020
Portfolio Holdings for Toronado Partners
Toronado Partners holds 11 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zendesk | 13.7 | $52M | 360k | 143.12 | |
| GDS HLDGS Sponsored Ads (GDS) | 12.2 | $46M | 492k | 93.64 | |
| Tenable Hldgs (TENB) | 11.8 | $45M | 851k | 52.26 | |
| Mitek Sys Com New (MITK) | 11.5 | $43M | 2.4M | 17.78 | |
| Blackline (BL) | 11.2 | $42M | 318k | 133.38 | |
| Impinj (PI) | 10.4 | $39M | 935k | 41.87 | |
| Tree (TREE) | 7.6 | $29M | 104k | 273.79 | |
| Magnachip Semiconductor Corp (MX) | 7.1 | $27M | 2.0M | 13.52 | |
| Twilio Cl A (TWLO) | 6.1 | $23M | 68k | 338.50 | |
| InterDigital (IDCC) | 4.9 | $19M | 304k | 60.68 | |
| Benefitfocus | 3.6 | $14M | 931k | 14.48 |
