Toronado Partners as of June 30, 2023
Portfolio Holdings for Toronado Partners
Toronado Partners holds 12 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Impinj (PI) | 12.7 | $29M | 327k | 89.65 | |
| Tenable Hldgs (TENB) | 12.7 | $29M | 670k | 43.55 | |
| Magnachip Semiconductor Corp (MX) | 9.9 | $23M | 2.0M | 11.18 | |
| Twilio Cl A (TWLO) | 9.7 | $23M | 353k | 63.62 | |
| Sitime Corp (SITM) | 9.7 | $22M | 189k | 117.97 | |
| Riskified Shs Cl A (RSKD) | 9.3 | $22M | 4.4M | 4.86 | |
| Elastic N V Ord Shs (ESTC) | 9.1 | $21M | 328k | 64.12 | |
| Mitek Sys Com New (MITK) | 8.2 | $19M | 1.8M | 10.84 | |
| Amplitude Com Cl A (AMPL) | 6.1 | $14M | 1.3M | 11.00 | |
| Harmonic (HLIT) | 5.7 | $13M | 806k | 16.17 | |
| Fabrinet SHS (FN) | 4.0 | $9.3M | 71k | 129.88 | |
| Grid Dynamics Hldgs Cl A (GDYN) | 2.8 | $6.5M | 703k | 9.25 |
