13F HOLDINGS REPORT (Amended)
Toronado Partners, LLC
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001749611-23-000003
Total Value
$261.0M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TENABLE HOLDINGS ORD | 88025T102 | 842,672 | $32.1M | 12.32% |
| 2 | TWILIO INC | TWLO | 549,578 | $26.9M | 10.31% |
| 3 | IMPINJ INC | PI | 242,733 | $26.5M | 10.15% |
| 4 | MITEK SYS | MITK | 2,635,040 | $25.5M | 9.78% |
| 5 | RISKIFIED LTD | RSKD | 5,298,433 | $24.5M | 9.38% |
| 6 | ELASTIC NV | ESTC | 445,296 | $22.9M | 8.79% |
| 7 | MAGNACHIP SEMICONDUCTOR CORP | MX | 2,410,910 | $22.6M | 8.67% |
| 8 | GRID DYNAMICS HLDGS CL A | GDYN | 1,958,699 | $22.0M | 8.42% |
| 9 | AMPLITUDE INC | AMPL | 1,811,131 | $21.9M | 8.38% |
| 10 | SITIME CORP | SITM | 155,258 | $15.8M | 6.05% |
| 11 | TENABLE HOLDINGS ORD | 88025T102 | 109,324 | $4.2M | 1.60% |
| 12 | TWILIO INC | TWLO | 69,024 | $3.4M | 1.29% |
| 13 | ELASTIC NV | ESTC | 60,305 | $3.1M | 1.19% |
| 14 | AMPLITUDE INC | AMPL | 250,184 | $3.0M | 1.16% |
| 15 | MAGNACHIP SEMICONDUCTOR CORP | MX | 281,351 | $2.6M | 1.01% |
| 16 | SITIME CORP | SITM | 19,762 | $2.0M | 0.77% |
| 17 | GRID DYNAMICS HLDGS CL A | GDYN | 167,231 | $1.9M | 0.72% |