Keenan Capital as of Dec. 31, 2017
Portfolio Holdings for Keenan Capital
Keenan Capital holds 12 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alteryx | 17.2 | $24M | 939k | 25.27 | |
| Godaddy Inc cl a (GDDY) | 15.3 | $21M | 420k | 50.28 | |
| Sendgrid | 12.2 | $17M | 700k | 23.97 | |
| Sailpoint Technlgies Hldgs I | 9.5 | $13M | 900k | 14.50 | |
| Blackline (BL) | 9.1 | $13M | 380k | 32.80 | |
| Alibaba Group Holding (BABA) | 8.8 | $12M | 70k | 172.43 | |
| Facebook Inc cl a (META) | 8.7 | $12M | 68k | 176.46 | |
| Appfolio (APPF) | 7.5 | $10M | 250k | 41.50 | |
| Twilio Inc cl a (TWLO) | 3.4 | $4.7M | 200k | 23.60 | |
| Alphabet Inc Class C cs (GOOG) | 3.2 | $4.4M | 4.2k | 1046.38 | |
| Alphabet Inc Class A cs (GOOGL) | 2.9 | $3.9M | 3.8k | 1053.33 | |
| Workday Inc cl a (WDAY) | 2.2 | $3.1M | 30k | 101.73 |
