Keenan Capital as of Dec. 31, 2020
Portfolio Holdings for Keenan Capital
Keenan Capital holds 13 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Svmk Inc ordinary shares | 17.1 | $105M | 4.1M | 25.55 | |
| Godaddy Cl A (GDDY) | 13.6 | $84M | 1.0M | 82.95 | |
| Arco Platform Com Cl A | 10.2 | $63M | 1.8M | 35.49 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 7.8 | $48M | 207k | 232.73 | |
| Facebook Cl A (META) | 7.7 | $47M | 173k | 273.16 | |
| Smartsheet Com Cl A (SMAR) | 7.4 | $46M | 660k | 69.29 | |
| Ping Identity Hldg Corp | 7.2 | $44M | 1.6M | 28.64 | |
| Dynatrace Com New (DT) | 7.0 | $44M | 1.0M | 43.27 | |
| Datto Hldg Corp | 7.0 | $43M | 1.6M | 27.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $32M | 18k | 1752.62 | |
| Workday Cl A (WDAY) | 4.9 | $30M | 127k | 239.61 | |
| Onesmart Intl Ed Group Sponsored Ads | 3.9 | $24M | 6.3M | 3.80 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $7.3M | 4.2k | 1751.98 |
