13F HOLDINGS REPORT
Toronado Partners, LLC
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001749611-23-000008
Total Value
$176.4M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TENABLE HOLDINGS ORD | 88025T102 | 464,250 | $20.8M | 11.79% |
| 2 | HARMONIC | HLIT | 2,011,532 | $19.4M | 10.98% |
| 3 | FABRINET SHS | FN | 114,798 | $19.1M | 10.84% |
| 4 | IMPINJ INC | PI | 302,275 | $16.6M | 9.43% |
| 5 | RISKIFIED LTD | RSKD | 3,682,638 | $16.5M | 9.35% |
| 6 | MITEK SYS | MITK | 1,389,348 | $14.9M | 8.44% |
| 7 | ELASTIC NV | ESTC | 157,919 | $12.8M | 7.27% |
| 8 | MAGNACHIP SEMICONDUCTOR CORP | MX | 1,532,493 | $12.7M | 7.22% |
| 9 | SITIME CORP | SITM | 93,795 | $10.7M | 6.07% |
| 10 | TWILIO INC | TWLO | 152,940 | $9.0M | 5.07% |
| 11 | FABRINET SHS | FN | 25,029 | $4.2M | 2.36% |
| 12 | TENABLE HOLDINGS ORD | 88025T102 | 76,086 | $3.4M | 1.93% |
| 13 | AMPLITUDE INC | AMPL | 290,849 | $3.4M | 1.91% |
| 14 | ELASTIC NV | ESTC | 38,943 | $3.2M | 1.79% |
| 15 | IMPINJ INC | PI | 53,550 | $2.9M | 1.67% |
| 16 | SITIME CORP | SITM | 20,568 | $2.3M | 1.33% |
| 17 | MAGNACHIP SEMICONDUCTOR CORP | MX | 258,482 | $2.1M | 1.22% |
| 18 | TWILIO INC | TWLO | 23,337 | $1.4M | 0.77% |
| 19 | AMPLITUDE INC | AMPL | 80,246 | $928,446 | 0.53% |