Keenan Capital as of June 30, 2020
Portfolio Holdings for Keenan Capital
Keenan Capital holds 13 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Svmk Inc ordinary shares | 19.1 | $97M | 4.1M | 23.54 | |
| Godaddy Cl A (GDDY) | 12.7 | $65M | 880k | 73.33 | |
| Ping Identity Hldg Corp | 9.1 | $46M | 1.4M | 32.09 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 8.4 | $43M | 197k | 215.70 | |
| Dynatrace (DT) | 8.1 | $41M | 1.0M | 40.60 | |
| Facebook Cl A (META) | 7.7 | $39M | 173k | 227.07 | |
| Arco Platform Com Cl A | 7.3 | $37M | 854k | 43.48 | |
| Peloton Interactive Cl A Com (PTON) | 7.3 | $37M | 639k | 57.77 | |
| Sailpoint Technlgies Hldgs I | 5.9 | $30M | 1.1M | 26.47 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $26M | 18k | 1418.07 | |
| Workday Cl A (WDAY) | 4.7 | $24M | 127k | 187.36 | |
| Onesmart Intl Ed Group Sponsored Ads | 3.4 | $17M | 4.4M | 3.93 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $5.9M | 4.2k | 1413.60 |
