Toronado Partners as of March 31, 2023
Portfolio Holdings for Toronado Partners
Toronado Partners holds 10 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Cl A (TWLO) | 13.8 | $38M | 567k | 66.63 | |
| Tenable Hldgs (TENB) | 13.5 | $37M | 776k | 47.51 | |
| Riskified Cl A (RSKD) | 11.4 | $31M | 5.5M | 5.64 | |
| Mitek Systems (MITK) | 9.3 | $26M | 2.7M | 9.59 | |
| Magnachip Semiconductor Corp (MX) | 9.3 | $25M | 2.7M | 9.28 | |
| Impinj (PI) | 9.2 | $25M | 186k | 135.52 | |
| Elastic N V ord (ESTC) | 9.2 | $25M | 436k | 57.90 | |
| Amplitude (AMPL) | 9.1 | $25M | 2.0M | 12.44 | |
| Grid Dynamics Hldgs (GDYN) | 9.0 | $25M | 2.1M | 11.46 | |
| Sitime Corp (SITM) | 6.1 | $17M | 117k | 142.23 |
