Keenan Capital as of Sept. 30, 2020
Portfolio Holdings for Keenan Capital
Keenan Capital holds 13 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Svmk Inc ordinary shares | 18.3 | $91M | 4.1M | 22.11 | |
| Godaddy Cl A (GDDY) | 15.4 | $77M | 1.0M | 75.97 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 11.6 | $58M | 197k | 293.98 | |
| Facebook Cl A (META) | 9.1 | $45M | 173k | 261.90 | |
| Arco Platform Com Cl A | 8.8 | $44M | 1.1M | 40.84 | |
| Dynatrace Com New (DT) | 8.3 | $41M | 1.0M | 41.02 | |
| Ping Identity Hldg Corp | 7.3 | $37M | 1.2M | 31.21 | |
| Workday Cl A (WDAY) | 5.5 | $27M | 127k | 215.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.3 | $27M | 18k | 1465.62 | |
| Onesmart Intl Ed Group Sponsored Ads | 4.6 | $23M | 5.1M | 4.49 | |
| Smartsheet Com Cl A (SMAR) | 3.0 | $15M | 300k | 49.42 | |
| Sailpoint Technlgies Hldgs I | 1.6 | $7.9M | 200k | 39.57 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $6.1M | 4.2k | 1469.60 |
