Toronado Partners as of June 30, 2021
Portfolio Holdings for Toronado Partners
Toronado Partners holds 10 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mitek Systems (MITK) | 13.0 | $45M | 2.3M | 19.26 | |
| GDS HLDGS Sponsored Adr (GDS) | 11.9 | $41M | 521k | 78.49 | |
| Magnachip Semiconductor Corp (MX) | 11.6 | $40M | 1.7M | 23.86 | |
| Tenable Hldgs (TENB) | 11.4 | $39M | 947k | 41.35 | |
| Impinj (PI) | 10.3 | $35M | 685k | 51.59 | |
| Blackline (BL) | 9.7 | $33M | 298k | 111.27 | |
| Stamps | 9.3 | $32M | 159k | 200.29 | |
| Zendesk | 8.9 | $31M | 212k | 144.34 | |
| Tree (TREE) | 7.4 | $26M | 120k | 211.88 | |
| Twilio Cl A (TWLO) | 6.5 | $22M | 57k | 394.16 |
