Keenan Capital as of Sept. 30, 2018
Portfolio Holdings for Keenan Capital
Keenan Capital holds 14 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alteryx | 16.8 | $37M | 651k | 57.21 | |
| Godaddy Inc cl a (GDDY) | 15.8 | $35M | 420k | 83.39 | |
| Sailpoint Technlgies Hldgs I | 11.9 | $27M | 780k | 34.02 | |
| Docusign (DOCU) | 10.0 | $22M | 535k | 41.74 | |
| Arco Platform Cl A Ord | 8.6 | $19M | 840k | 22.80 | |
| Facebook Inc cl a (META) | 8.1 | $18M | 110k | 164.46 | |
| Alibaba Group Holding (BABA) | 8.0 | $18M | 108k | 164.76 | |
| Onesmart Intl Ed Group | 6.6 | $15M | 1.6M | 8.92 | |
| Blackline (BL) | 4.6 | $10M | 180k | 56.47 | |
| Svmk Inc ordinary shares | 2.9 | $6.4M | 400k | 16.03 | |
| Alphabet Inc Class C cs (GOOG) | 2.2 | $5.0M | 4.2k | 1193.46 | |
| Alphabet Inc Class A cs (GOOGL) | 2.0 | $4.5M | 3.8k | 1207.20 | |
| Workday Inc cl a (WDAY) | 2.0 | $4.4M | 30k | 145.97 | |
| Sunlnd Onln Edu 25 Adr Rep Cl A Ord | 0.5 | $1.0M | 173k | 6.05 |
