$115 Million is the total value of Toronado Partners, LLC's 13 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIAV | New | VIAVI SOLUTIONS INC | $13,751,000 | – | 1,368,242 | +100.0% | 11.91% | – |
| EHTH | New | EHEALTH INC | $13,597,000 | – | 353,914 | +100.0% | 11.78% | – |
| INXN | New | INTERXION HOLDING N.V | $10,820,000 | – | 199,775 | +100.0% | 9.37% | – |
| GDS | New | GDS HLDGS LTDsponsored adr | $9,941,000 | – | 430,539 | +100.0% | 8.61% | – |
| ZEN | New | ZENDESK INC | $9,901,000 | – | 169,630 | +100.0% | 8.58% | – |
| NEWR | New | NEW RELIC INC | $9,307,000 | – | 114,939 | +100.0% | 8.06% | – |
| BL | New | BLACKLINE INC | $9,228,000 | – | 225,340 | +100.0% | 8.00% | – |
| PI | New | IMPINJ INC | $8,987,000 | – | 617,666 | +100.0% | 7.79% | – |
| IMPV | New | IMPERVA INC | $8,167,000 | – | 146,659 | +100.0% | 7.08% | – |
| MX | New | MAGNACHIP SEMICONDUCTOR CORP | $7,459,000 | – | 1,201,145 | +100.0% | 6.46% | – |
| TWLO | New | TWILIO INCcl a | $6,807,000 | – | 76,223 | +100.0% | 5.90% | – |
| PANW | New | PALO ALTO NETWORKS INC | $4,507,000 | – | 23,928 | +100.0% | 3.90% | – |
| PDFS | New | PDF SOLUTIONS INC | $2,951,000 | – | 350,012 | +100.0% | 2.56% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| IMPINJ INC | 20 | Q3 2023 | 14.4% |
| MAGNACHIP SEMICONDUCTOR CORP | 20 | Q3 2023 | 16.8% |
| TWILIO INC | 20 | Q3 2023 | 13.8% |
| MITEK SYS INC | 18 | Q3 2023 | 13.8% |
| GDS HLDGS LTD | 16 | Q3 2022 | 13.8% |
| BLACKLINE INC | 16 | Q3 2022 | 11.5% |
| ZENDESK INC | 14 | Q1 2022 | 13.7% |
| TENABLE HOLDINGS ORD | 13 | Q3 2023 | 16.5% |
| EHEALTH INC | 8 | Q3 2020 | 12.7% |
| GRID DYNAMICS HLDGS INC | 8 | Q2 2023 | 13.0% |
View Toronado Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| SC 13G/A | 2024-02-13 |
| SC 13G/A | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR/A | 2023-05-12 |
| 13F-HR | 2023-05-12 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| 13F-HR | 2023-02-13 |
View Toronado Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.