Keenan Capital as of Sept. 30, 2024
Portfolio Holdings for Keenan Capital
Keenan Capital holds 9 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Godaddy Cl A (GDDY) | 16.3 | $74M | 471k | 156.78 | |
| Applovin Corp Com Cl A (APP) | 16.3 | $73M | 562k | 130.55 | |
| Dynatrace Com New (DT) | 12.6 | $57M | 1.1M | 53.47 | |
| Meridianlink Common Stock (MLNK) | 12.4 | $56M | 2.7M | 20.57 | |
| Workday Cl A (WDAY) | 11.6 | $52M | 214k | 244.30 | |
| Global E Online SHS (GLBE) | 11.0 | $50M | 1.3M | 38.44 | |
| Jamf Hldg Corp | 7.3 | $33M | 1.9M | 17.35 | |
| Ncino (NCNO) | 6.7 | $30M | 958k | 31.59 | |
| Smartsheet Com Cl A (SMAR) | 5.7 | $26M | 469k | 55.36 |
