$273 Million is the total value of Toronado Partners, LLC's 17 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TWLO | Sell | TWILIO INCcl a | $37,759,355 | +24.7% | 566,702 | -8.4% | 13.81% | +19.0% |
| TENB | Sell | TENABLE HOLDINGS ORD | $36,887,144 | +1.6% | 776,408 | -18.4% | 13.49% | -3.0% |
| Buy | RISKIFIED LTDcl a | $31,153,375 | +27.3% | 5,523,648 | +4.3% | 11.40% | +21.5% | |
| MITK | Buy | MITEK SYS | $25,494,094 | -0.2% | 2,658,404 | +0.9% | 9.32% | -4.7% |
| MX | Buy | MAGNACHIP SEMICONDUCTOR CORP | $25,349,100 | +0.3% | 2,731,584 | +1.5% | 9.27% | -4.3% |
| PI | Sell | IMPINJ INC | $25,248,867 | -4.7% | 186,311 | -23.2% | 9.24% | -9.0% |
| ESTC | Sell | ELASTIC NV | $25,236,409 | -3.1% | 435,862 | -13.8% | 9.23% | -7.5% |
| Sell | AMPLITUDE INC | $24,988,153 | +0.4% | 2,008,694 | -2.6% | 9.14% | -4.2% | |
| GDYN | Buy | GRID DYNAMICS HLDGS CL A | $24,631,964 | +3.3% | 2,149,386 | +1.1% | 9.01% | -1.4% |
| SITM | Sell | SITIME CORP | $16,636,074 | -6.5% | 116,966 | -33.2% | 6.08% | -10.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
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.