13F HOLDINGS REPORT
Toronado Partners, LLC
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001749611-23-000002
Total Value
$260,977
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TENABLE HOLDINGS ORD | 88025T102 | 842,672 | $32,148 | 12.32% |
| 2 | TWILIO INC | TWLO | 549,578 | $26,907 | 10.31% |
| 3 | IMPINJ INC | PI | 242,733 | $26,502 | 10.15% |
| 4 | MITEK SYS | MITK | 2,635,040 | $25,534 | 9.78% |
| 5 | RISKIFIED LTD | RSKD | 5,298,433 | $24,479 | 9.38% |
| 6 | ELASTIC NV | ESTC | 445,296 | $22,933 | 8.79% |
| 7 | MAGNACHIP SEMICONDUCTOR CORP | MX | 2,410,910 | $22,638 | 8.67% |
| 8 | GRID DYNAMICS HLDGS CL A | GDYN | 1,958,699 | $21,977 | 8.42% |
| 9 | AMPLITUDE INC | AMPL | 1,811,131 | $21,878 | 8.38% |
| 10 | SITIME CORP | SITM | 155,258 | $15,777 | 6.05% |
| 11 | TENABLE HOLDINGS ORD | 88025T102 | 109,324 | $4,171 | 1.60% |
| 12 | TWILIO INC | TWLO | 69,024 | $3,379 | 1.29% |
| 13 | ELASTIC NV | ESTC | 60,305 | $3,106 | 1.19% |
| 14 | AMPLITUDE INC | AMPL | 250,184 | $3,022 | 1.16% |
| 15 | MAGNACHIP SEMICONDUCTOR CORP | MX | 281,351 | $2,642 | 1.01% |
| 16 | SITIME CORP | SITM | 19,762 | $2,008 | 0.77% |
| 17 | GRID DYNAMICS HLDGS CL A | GDYN | 167,231 | $1,876 | 0.72% |