Toronado Partners as of Sept. 30, 2022
Portfolio Holdings for Toronado Partners
Toronado Partners holds 11 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tenable Hldgs (TENB) | 13.7 | $39M | 1.1M | 34.80 | |
| Grid Dynamics Hldgs (GDYN) | 13.0 | $37M | 2.0M | 18.73 | |
| Elastic N V ord (ESTC) | 10.6 | $30M | 418k | 71.74 | |
| Twilio Cl A (TWLO) | 9.7 | $27M | 397k | 69.14 | |
| Magnachip Semiconductor Corp (MX) | 9.3 | $26M | 2.6M | 10.24 | |
| Impinj (PI) | 8.9 | $25M | 316k | 80.03 | |
| Mitek Systems (MITK) | 8.4 | $24M | 2.6M | 9.16 | |
| Amplitude (AMPL) | 8.0 | $23M | 1.5M | 15.47 | |
| Riskified Cl A (RSKD) | 6.9 | $20M | 5.0M | 3.94 | |
| GDS HLDGS Sponsored Adr (GDS) | 6.0 | $17M | 968k | 17.66 | |
| Blackline (BL) | 5.5 | $16M | 259k | 59.90 |
