$183 Million is the total value of Toronado Partners, LLC's 11 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 10.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EHTH | Buy | EHEALTH INC | $23,189,000 | +70.5% | 371,982 | +5.1% | 12.68% | +7.6% |
| VIAV | Buy | VIAVI SOLUTIONS INC | $22,165,000 | +61.2% | 1,790,378 | +30.9% | 12.12% | +1.7% |
| GDS | Buy | GDS HLDGS LTDsponsored ads | $21,217,000 | +113.4% | 594,467 | +38.1% | 11.60% | +34.7% |
| INXN | Buy | INTERXION HOLDING N.V | $19,633,000 | +81.5% | 294,222 | +47.3% | 10.73% | +14.5% |
| PI | Buy | IMPINJ INC | $16,908,000 | +88.1% | 1,009,138 | +63.4% | 9.24% | +18.7% |
| BL | Buy | BLACKLINE INC | $16,040,000 | +73.8% | 346,288 | +53.7% | 8.77% | +9.7% |
| NEWR | Buy | NEW RELIC INC | $15,288,000 | +64.3% | 154,889 | +34.8% | 8.36% | +3.6% |
| ZEN | Buy | ZENDESK INC | $14,871,000 | +50.2% | 174,953 | +3.1% | 8.13% | -5.2% |
| MX | Buy | MAGNACHIP SEMICONDUCTOR CORP | $12,414,000 | +66.4% | 1,677,591 | +39.7% | 6.79% | +5.0% |
| TWLO | Buy | TWILIO INCcl a | $12,221,000 | +79.5% | 94,605 | +24.1% | 6.68% | +13.3% |
| CBLK | New | CARBON BLACK INC | $8,994,000 | – | 644,723 | +100.0% | 4.92% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-15
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 | 2024-05-14 |
| 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 |
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.