Keenan Capital as of March 31, 2018
Portfolio Holdings for Keenan Capital
Keenan Capital holds 14 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alteryx | 16.0 | $28M | 805k | 34.14 | |
| Godaddy Inc cl a (GDDY) | 15.1 | $26M | 420k | 61.42 | |
| Sailpoint Technlgies Hldgs I | 10.9 | $19M | 900k | 20.69 | |
| Facebook Inc cl a (META) | 8.9 | $15M | 95k | 159.79 | |
| Blackline (BL) | 8.7 | $15M | 380k | 39.21 | |
| Alibaba Group Holding (BABA) | 7.5 | $13M | 70k | 183.54 | |
| Sendgrid | 7.2 | $12M | 440k | 28.14 | |
| Onesmart Intl Ed Group | 6.4 | $11M | 1.0M | 10.75 | |
| Appfolio (APPF) | 6.0 | $10M | 250k | 40.85 | |
| Twilio Inc cl a (TWLO) | 4.5 | $7.6M | 200k | 38.18 | |
| Alphabet Inc Class C cs (GOOG) | 2.5 | $4.3M | 4.2k | 1031.72 | |
| Alphabet Inc Class A cs (GOOGL) | 2.3 | $3.9M | 3.8k | 1037.07 | |
| Workday Inc cl a (WDAY) | 2.2 | $3.8M | 30k | 127.10 | |
| Sunlnd Onln Edu 25 Adr Rep Cl A Ord | 1.9 | $3.3M | 400k | 8.30 |
