Toronado Partners as of Sept. 30, 2023
Portfolio Holdings for Toronado Partners
Toronado Partners holds 11 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tenable Hldgs (TENB) | 13.7 | $24M | 540k | 44.80 | |
| Fabrinet (FN) | 13.2 | $23M | 140k | 166.62 | |
| Impinj (PI) | 11.1 | $20M | 356k | 55.03 | |
| Harmonic (HLIT) | 11.0 | $19M | 2.0M | 9.63 | |
| Riskified Cl A (RSKD) | 9.4 | $17M | 3.7M | 4.48 | |
| Elastic N V ord (ESTC) | 9.1 | $16M | 197k | 81.24 | |
| Mitek Systems (MITK) | 8.4 | $15M | 1.4M | 10.72 | |
| Magnachip Semiconductor Corp (MX) | 8.4 | $15M | 1.8M | 8.31 | |
| Sitime Corp (SITM) | 7.4 | $13M | 114k | 114.25 | |
| Twilio Cl A (TWLO) | 5.8 | $10M | 176k | 58.53 | |
| Amplitude (AMPL) | 2.4 | $4.3M | 371k | 11.57 |
