Toronado Partners as of June 30, 2022
Portfolio Holdings for Toronado Partners
Toronado Partners holds 10 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tenable Hldgs (TENB) | 14.6 | $45M | 988k | 45.41 | |
| Impinj (PI) | 14.4 | $44M | 753k | 58.67 | |
| Grid Dynamics Hldgs (GDYN) | 12.9 | $40M | 2.4M | 16.82 | |
| Magnachip Semiconductor Corp (MX) | 12.2 | $37M | 2.6M | 14.53 | |
| GDS HLDGS Sponsored Adr (GDS) | 11.4 | $35M | 1.1M | 33.39 | |
| Mitek Systems (MITK) | 8.7 | $27M | 2.9M | 9.24 | |
| Twilio Cl A (TWLO) | 8.2 | $25M | 302k | 83.81 | |
| Blackline (BL) | 6.9 | $21M | 318k | 66.60 | |
| Riskified Cl A (RSKD) | 6.2 | $19M | 4.3M | 4.44 | |
| Amplitude (AMPL) | 4.4 | $14M | 952k | 14.29 |
