Toronado Partners as of Sept. 30, 2021
Portfolio Holdings for Toronado Partners
Toronado Partners holds 10 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tenable Hldgs (TENB) | 16.4 | $47M | 1.0M | 46.14 | |
| Mitek Systems (MITK) | 13.3 | $38M | 2.0M | 18.50 | |
| Magnachip Semiconductor Corp (MX) | 12.8 | $36M | 2.0M | 17.76 | |
| Impinj (PI) | 12.5 | $35M | 620k | 57.13 | |
| Blackline (BL) | 11.5 | $33M | 278k | 118.06 | |
| GDS HLDGS Sponsored Adr (GDS) | 10.1 | $29M | 506k | 56.61 | |
| Grid Dynamics Hldgs (GDYN) | 8.9 | $26M | 871k | 29.22 | |
| Zendesk | 8.6 | $24M | 209k | 116.39 | |
| Twilio Cl A (TWLO) | 5.7 | $16M | 51k | 319.05 | |
| Tree (TREE) | 0.3 | $846k | 6.0k | 139.90 |
