Keenan Capital as of March 31, 2023
Portfolio Holdings for Keenan Capital
Keenan Capital holds 12 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Smartsheet Com Cl A (SMAR) | 13.7 | $76M | 1.6M | 47.80 | |
| Workday Cl A (WDAY) | 12.9 | $71M | 344k | 206.54 | |
| Dynatrace Com New (DT) | 12.9 | $71M | 1.7M | 42.30 | |
| Godaddy Cl A (GDDY) | 9.5 | $53M | 677k | 77.72 | |
| Arco Platform Com Cl A | 9.4 | $52M | 4.7M | 10.96 | |
| Jamf Hldg Corp (JAMF) | 9.1 | $50M | 2.6M | 19.42 | |
| Ncino (NCNO) | 8.9 | $49M | 2.0M | 24.78 | |
| Meridianlink Common Stock (MLNK) | 8.2 | $45M | 2.6M | 17.30 | |
| Applovin Corp Com Cl A (APP) | 4.7 | $26M | 1.6M | 15.75 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $25M | 242k | 103.73 | |
| Datadog Cl A Com (DDOG) | 4.5 | $25M | 341k | 72.66 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $8.7M | 83k | 104.00 |
