Keenan Capital as of Sept. 30, 2023
Portfolio Holdings for Keenan Capital
Keenan Capital holds 10 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dynatrace Com New (DT) | 12.7 | $72M | 1.5M | 46.73 | |
| Applovin Corp Com Cl A (APP) | 11.6 | $66M | 1.6M | 39.96 | |
| Arco Platform Com Cl A | 11.5 | $65M | 4.7M | 13.78 | |
| Workday Cl A (WDAY) | 11.4 | $65M | 301k | 214.85 | |
| Ncino (NCNO) | 11.2 | $63M | 2.0M | 31.80 | |
| Godaddy Cl A (GDDY) | 8.9 | $50M | 677k | 74.48 | |
| Meridianlink Common Stock (MLNK) | 8.7 | $49M | 2.9M | 17.06 | |
| Smartsheet Com Cl A (SMAR) | 8.6 | $49M | 1.2M | 40.46 | |
| Jamf Hldg Corp (JAMF) | 8.5 | $48M | 2.7M | 17.66 | |
| Datadog Cl A Com (DDOG) | 6.9 | $39M | 428k | 91.09 |
