Toronado Partners, LLC
CIK 1749611 · Holdings on Sep 30, 2023 · First reported Nov 13, 2023
Top ten holdings
Q3 2023- TENB13.72%
- FN13.21%
- PI11.10%
- HLIT10.98%
- RSKD9.35%
- ESTC9.07%
- MITK8.44%
- MX8.44%
- SITM7.41%
- TWLO5.85%
Share classes counted separately97.57%
Portfolio value by quarter
Top 10 holdings 11
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | TENBTENABLE HOLDINGS INC View history and evidence | $24.21M | 13.72% | 540.34K shares | — | ↗▾ | |
| 02 | FNFABRINET View history and evidence | $23.30M | 13.21% | 139.83K shares | — | ↗▾ | |
| 03 | PIIMPINJ INC View history and evidence | $19.58M | 11.10% | 355.82K shares | — | ↗▾ | |
| 04 | HLITHARMONIC INC View history and evidence | $19.37M | 10.98% | 2.01M shares | — | ↗▾ | |
| 05 | RSKDRISKIFIED LTD-ACL A View history and evidence | $16.50M | 9.35% | 3.68M shares | — | ↗▾ | |
| 06 | ESTCELASTIC NV View history and evidence | $15.99M | 9.07% | 196.86K shares | — | ↗▾ | |
| 07 | MITKMITEK SYSTEMS INC View history and evidence | $14.89M | 8.44% | 1.39M shares | — | ↗▾ | |
| 08 | MXMAGNACHIP SEMICONDUCTOR CORP View history and evidence | $14.88M | 8.44% | 1.79M shares | — | ↗▾ | |
| 09 | SITMSITIME CORP View history and evidence | $13.07M | 7.41% | 114.36K shares | — | ↗▾ | |
| 10 | TWLOTWILIO INC - ACL A View history and evidence | $10.32M | 5.85% | 176.28K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GDYN GRID DYNAMICS HOLDINGS INC | Non-derivative | — | — | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1749611 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 176402266
}Take these holdings further.
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