Keenan Capital as of Dec. 31, 2018
Portfolio Holdings for Keenan Capital
Keenan Capital holds 13 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Godaddy Inc cl a (GDDY) | 17.9 | $33M | 501k | 65.62 | |
| Sailpoint Technlgies Hldgs I | 13.7 | $25M | 1.1M | 23.49 | |
| Alteryx | 13.0 | $24M | 400k | 59.47 | |
| Arco Platform Cl A Ord | 10.9 | $20M | 900k | 22.12 | |
| Alibaba Group Holding (BABA) | 8.8 | $16M | 117k | 137.07 | |
| Onesmart Intl Ed Group | 8.5 | $16M | 2.0M | 7.80 | |
| Facebook Inc cl a (META) | 7.9 | $14M | 110k | 131.09 | |
| Blackline (BL) | 5.7 | $10M | 255k | 40.95 | |
| Svmk Inc ordinary shares | 3.5 | $6.5M | 530k | 12.27 | |
| Solarwinds Corp | 3.0 | $5.5M | 400k | 13.83 | |
| Workday Inc cl a (WDAY) | 2.6 | $4.8M | 30k | 159.67 | |
| Alphabet Inc Class C cs (GOOG) | 2.4 | $4.3M | 4.2k | 1035.57 | |
| Alphabet Inc Class A cs (GOOGL) | 2.1 | $3.9M | 3.8k | 1045.07 |
