Keenan Capital as of June 30, 2023
Portfolio Holdings for Keenan Capital
Keenan Capital holds 10 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dynatrace Com New (DT) | 14.2 | $79M | 1.5M | 51.47 | |
| Workday Cl A (WDAY) | 13.9 | $78M | 344k | 225.89 | |
| Ncino (NCNO) | 10.7 | $60M | 2.0M | 30.12 | |
| Arco Platform Com Cl A | 10.3 | $58M | 4.7M | 12.14 | |
| Meridianlink Common Stock (MLNK) | 9.7 | $54M | 2.6M | 20.80 | |
| Godaddy Cl A (GDDY) | 9.1 | $51M | 677k | 75.13 | |
| Jamf Hldg Corp (JAMF) | 9.0 | $50M | 2.6M | 19.52 | |
| Smartsheet Com Cl A (SMAR) | 7.9 | $44M | 1.2M | 38.26 | |
| Applovin Corp Com Cl A (APP) | 7.6 | $42M | 1.6M | 25.73 | |
| Datadog Cl A Com (DDOG) | 7.5 | $42M | 428k | 98.38 |
