Keenan Capital as of June 30, 2019
Portfolio Holdings for Keenan Capital
Keenan Capital holds 12 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Arco Platform Com Cl A | 15.8 | $39M | 900k | 43.78 | |
| Godaddy Cl A (GDDY) | 15.5 | $39M | 552k | 70.15 | |
| Sailpoint Technlgies Hldgs I | 10.8 | $27M | 1.4M | 20.04 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 10.4 | $26M | 153k | 169.45 | |
| Facebook Cl A (META) | 9.3 | $23M | 120k | 193.00 | |
| Svmk Inc ordinary shares | 9.1 | $23M | 1.4M | 16.51 | |
| Onesmart Intl Ed Group Sponsored Ads | 8.2 | $21M | 2.6M | 7.96 | |
| Solarwinds Corp | 8.1 | $20M | 1.1M | 18.34 | |
| Alteryx Com Cl A | 4.8 | $12M | 110k | 109.12 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $9.5M | 8.8k | 1082.86 | |
| Workday Cl A (WDAY) | 2.5 | $6.2M | 30k | 205.57 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $4.5M | 4.2k | 1080.99 |
