Keenan Capital as of March 31, 2021
Portfolio Holdings for Keenan Capital
Keenan Capital holds 13 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Godaddy Cl A (GDDY) | 13.7 | $82M | 1.1M | 77.62 | |
| Svmk Inc ordinary shares | 12.6 | $76M | 4.1M | 18.32 | |
| Arco Platform Com Cl A | 9.3 | $56M | 2.2M | 25.34 | |
| Facebook Cl A (META) | 9.2 | $55M | 187k | 294.53 | |
| Ping Identity Hldg Corp | 8.5 | $51M | 2.3M | 21.93 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 8.3 | $50M | 221k | 226.73 | |
| Datto Hldg Corp | 8.1 | $49M | 2.1M | 22.91 | |
| Dynatrace Com New (DT) | 8.1 | $49M | 1.0M | 48.24 | |
| Smartsheet Com Cl A (SMAR) | 7.0 | $42M | 660k | 63.92 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.2 | $37M | 18k | 2062.53 | |
| Workday Cl A (WDAY) | 5.2 | $32M | 127k | 248.43 | |
| Onesmart Intl Ed Group Sponsored Ads | 2.4 | $15M | 6.3M | 2.32 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $8.6M | 4.2k | 2068.73 |
