13F HOLDINGS REPORT
Toronado Partners, LLC
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001749611-23-000004
Total Value
$273.4M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TWILIO INC | TWLO | 505,463 | $33.7M | 12.32% |
| 2 | TENABLE HOLDINGS ORD | 88025T102 | 680,436 | $32.3M | 11.82% |
| 3 | RISKIFIED LTD | RSKD | 5,523,648 | $31.2M | 11.40% |
| 4 | MITEK SYS | MITK | 2,658,404 | $25.5M | 9.33% |
| 5 | IMPINJ INC | PI | 186,311 | $25.2M | 9.24% |
| 6 | MAGNACHIP SEMICONDUCTOR CORP | MX | 2,448,302 | $22.7M | 8.31% |
| 7 | GRID DYNAMICS HLDGS CL A | GDYN | 1,977,712 | $22.7M | 8.29% |
| 8 | ELASTIC NV | ESTC | 381,297 | $22.1M | 8.08% |
| 9 | AMPLITUDE INC | AMPL | 1,768,380 | $22.0M | 8.05% |
| 10 | SITIME CORP | SITM | 104,601 | $14.9M | 5.44% |
| 11 | TENABLE HOLDINGS ORD | 88025T102 | 95,972 | $4.6M | 1.67% |
| 12 | TWILIO INC | TWLO | 61,239 | $4.1M | 1.49% |
| 13 | ELASTIC NV | ESTC | 54,565 | $3.2M | 1.16% |
| 14 | AMPLITUDE INC | AMPL | 240,314 | $3.0M | 1.09% |
| 15 | MAGNACHIP SEMICONDUCTOR CORP | MX | 283,282 | $2.6M | 0.96% |
| 16 | GRID DYNAMICS HLDGS CL A | GDYN | 171,674 | $2.0M | 0.72% |
| 17 | SITIME CORP | SITM | 12,365 | $1.8M | 0.64% |