Keenan Capital as of March 31, 2024
Portfolio Holdings for Keenan Capital
Keenan Capital holds 9 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 16.4 | $64M | 923k | 69.22 | |
| Godaddy Cl A (GDDY) | 14.3 | $56M | 471k | 118.68 | |
| Workday Cl A (WDAY) | 13.4 | $52M | 191k | 273.32 | |
| Meridianlink Common Stock (MLNK) | 12.3 | $48M | 2.6M | 18.70 | |
| Dynatrace Com New (DT) | 10.1 | $39M | 848k | 46.44 | |
| Smartsheet Com Cl A (SMAR) | 9.4 | $37M | 953k | 38.50 | |
| Jamf Hldg Corp (JAMF) | 8.9 | $35M | 1.9M | 18.35 | |
| Ncino (NCNO) | 7.7 | $30M | 807k | 37.38 | |
| Datadog Cl A Com (DDOG) | 7.5 | $29M | 237k | 123.60 |
