Keenan Capital as of June 30, 2024
Portfolio Holdings for Keenan Capital
Keenan Capital holds 9 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Godaddy Inc - Class A Common Stock (GDDY) | 16.1 | $66M | 471k | 139.71 | |
| APPLOVIN CORP - Class A Common Stock (APP) | 15.4 | $63M | 758k | 83.22 | |
| Meridianlink Common Stock (MLNK) | 14.3 | $58M | 2.7M | 21.36 | |
| Workday Inc-class A Common Stock (WDAY) | 11.7 | $48M | 214k | 223.46 | |
| Dynatrace Common Stock (DT) | 11.0 | $45M | 1.0M | 44.74 | |
| Smartsheet Common Stock (SMAR) | 10.3 | $42M | 953k | 44.08 | |
| Jamf Holding Corp Common Stock (JAMF) | 7.7 | $31M | 1.9M | 16.50 | |
| Global-e Online Common Stock (GLBE) | 7.4 | $30M | 838k | 36.27 | |
| Ncino Common Stock (NCNO) | 6.0 | $25M | 784k | 31.45 |
