Keenan Capital as of Dec. 31, 2019
Portfolio Holdings for Keenan Capital
Keenan Capital holds 13 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Godaddy Inc cl a (GDDY) | 15.6 | $48M | 700k | 67.92 | |
| Arco Platform Cl A Ord | 12.4 | $38M | 854k | 44.20 | |
| Alibaba Group Holding (BABA) | 10.7 | $33M | 153k | 212.10 | |
| Ping Identity Hldg Corp | 10.6 | $32M | 1.3M | 24.30 | |
| Dynatrace (DT) | 9.4 | $29M | 1.1M | 25.30 | |
| Svmk Inc ordinary shares | 8.6 | $26M | 1.5M | 17.87 | |
| Facebook Inc cl a (META) | 8.1 | $25M | 120k | 205.25 | |
| Sailpoint Technlgies Hldgs I | 7.4 | $22M | 950k | 23.60 | |
| Onesmart Intl Ed Group | 7.4 | $22M | 3.4M | 6.67 | |
| Alphabet Inc Class A cs (GOOGL) | 3.9 | $12M | 8.8k | 1339.43 | |
| Peloton Interactive Inc cl a (PTON) | 2.6 | $8.0M | 280k | 28.40 | |
| Alphabet Inc Class C cs (GOOG) | 1.8 | $5.6M | 4.2k | 1336.94 | |
| Workday Inc cl a (WDAY) | 1.6 | $4.9M | 30k | 164.47 |
