Toronado Partners as of March 31, 2022
Portfolio Holdings for Toronado Partners
Toronado Partners holds 11 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tenable Hldgs (TENB) | 13.8 | $47M | 813k | 57.79 | |
| Magnachip Semiconductor Corp (MX) | 12.8 | $44M | 2.6M | 16.91 | |
| Mitek Systems (MITK) | 11.3 | $38M | 2.6M | 14.67 | |
| GDS HLDGS Sponsored Adr (GDS) | 9.7 | $33M | 840k | 39.25 | |
| Twilio Cl A (TWLO) | 9.3 | $32M | 192k | 164.81 | |
| Blackline (BL) | 8.8 | $30M | 409k | 73.22 | |
| Grid Dynamics Hldgs (GDYN) | 8.8 | $30M | 2.1M | 14.08 | |
| Impinj (PI) | 8.0 | $27M | 427k | 63.54 | |
| Riskified Cl A (RSKD) | 6.0 | $20M | 3.4M | 6.04 | |
| Zendesk | 5.9 | $20M | 167k | 120.29 | |
| Amplitude (AMPL) | 5.6 | $19M | 1.0M | 18.43 |
