Toronado Partners as of Dec. 31, 2022
Portfolio Holdings for Toronado Partners
Toronado Partners holds 10 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tenable Hldgs (TENB) | 13.9 | $36M | 952k | 38.15 | |
| Twilio Cl A (TWLO) | 11.6 | $30M | 619k | 48.96 | |
| Impinj (PI) | 10.2 | $27M | 243k | 109.18 | |
| Elastic N V ord (ESTC) | 10.0 | $26M | 506k | 51.50 | |
| Mitek Systems (MITK) | 9.8 | $26M | 2.6M | 9.69 | |
| Magnachip Semiconductor Corp (MX) | 9.7 | $25M | 2.7M | 9.39 | |
| Amplitude (AMPL) | 9.5 | $25M | 2.1M | 12.08 | |
| Riskified Cl A (RSKD) | 9.4 | $25M | 5.3M | 4.62 | |
| Grid Dynamics Hldgs (GDYN) | 9.1 | $24M | 2.1M | 11.22 | |
| Sitime Corp (SITM) | 6.8 | $18M | 175k | 101.62 |
