Toronado Partners, LLC Buys Twilio Inc, Zendesk Inc, Impinj Inc, Sells InterXion Holding NV, GDS Holdings, eHealth Inc

May 14, 2020

Investment company Toronado Partners, LLC (Current Portfolio) buys Twilio Inc, Zendesk Inc, Impinj Inc, sells InterXion Holding NV, GDS Holdings, eHealth Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Toronado Partners, LLC. As of 2020Q1, Toronado Partners, LLC owns 11 stocks with a total value of $320 million. These are the details of the buys and sells.

Added Positions: TWLO, ZEN, PI, NEWR, IDCC, VIAV, MITK, MX,
Reduced Positions: GDS, EHTH, BL,
Sold Out: INXN,

For the details of Toronado Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/toronado+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Toronado Partners, LLC

GDS Holdings Ltd (GDS) - 720,102 shares, 13.05% of the total portfolio. Shares reduced by 20.05%
eHealth Inc (EHTH) - 288,415 shares, 12.70% of the total portfolio. Shares reduced by 23.55%
Zendesk Inc (ZEN) - 517,934 shares, 10.37% of the total portfolio. Shares added by 37.98%
Twilio Inc (TWLO) - 368,932 shares, 10.32% of the total portfolio. Shares added by 55.86%
InterDigital Inc (IDCC) - 685,276 shares, 9.56% of the total portfolio. Shares added by 12.25%

Added: Twilio Inc (TWLO)

Toronado Partners, LLC added to a holding in Twilio Inc by 55.86%. The purchase prices were between $71.7 and $131.9, with an estimated average price of $110.04. The stock is now traded at around $191.86. The impact to a portfolio due to this purchase was 3.7%. The holding were 368,932 shares as of .

Added: Zendesk Inc (ZEN)

Toronado Partners, LLC added to a holding in Zendesk Inc by 37.98%. The purchase prices were between $54.74 and $90.48, with an estimated average price of $78.3. The stock is now traded at around $73.76. The impact to a portfolio due to this purchase was 2.85%. The holding were 517,934 shares as of .

Added: Impinj Inc (PI)

Toronado Partners, LLC added to a holding in Impinj Inc by 41.34%. The purchase prices were between $12.68 and $35.74, with an estimated average price of $27.1. The stock is now traded at around $22.90. The impact to a portfolio due to this purchase was 2.37%. The holding were 1,549,823 shares as of .

Sold Out: InterXion Holding NV (INXN)

Toronado Partners, LLC sold out a holding in InterXion Holding NV. The sale prices were between $76 and $96.63, with an estimated average price of $88.47.

Here is the complete portfolio of Toronado Partners, LLC. Also check out:

1. Toronado Partners, LLC's Undervalued Stocks
2. Toronado Partners, LLC's Top Growth Companies, and
3. Toronado Partners, LLC's High Yield stocks
4. Stocks that Toronado Partners, LLC keeps buying

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