Keenan Capital as of March 31, 2019
Portfolio Holdings for Keenan Capital
Keenan Capital holds 12 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Godaddy Inc cl a (GDDY) | 17.2 | $40M | 526k | 75.19 | |
| Sailpoint Technlgies Hldgs I | 13.7 | $31M | 1.1M | 28.72 | |
| Arco Platform Cl A Ord | 12.6 | $29M | 900k | 32.29 | |
| Svmk Inc ordinary shares | 10.9 | $25M | 1.4M | 18.21 | |
| Alibaba Group Holding (BABA) | 10.1 | $23M | 127k | 182.45 | |
| Facebook Inc cl a (META) | 8.7 | $20M | 120k | 166.69 | |
| Alteryx | 7.3 | $17M | 200k | 83.87 | |
| Onesmart Intl Ed Group | 6.9 | $16M | 2.0M | 7.89 | |
| Alphabet Inc Class A cs (GOOGL) | 4.5 | $10M | 8.8k | 1176.91 | |
| Solarwinds Corp | 3.4 | $7.8M | 400k | 19.52 | |
| Workday Inc cl a (WDAY) | 2.5 | $5.8M | 30k | 192.87 | |
| Alphabet Inc Class C cs (GOOG) | 2.1 | $4.9M | 4.2k | 1173.28 |
