Keenan Capital as of Dec. 31, 2024
Portfolio Holdings for Keenan Capital
Keenan Capital holds 10 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Godaddy Cl A (GDDY) | 18.7 | $93M | 469k | 197.37 | |
| Global E Online SHS (GLBE) | 14.2 | $71M | 1.3M | 54.53 | |
| Workday Cl A (WDAY) | 12.7 | $63M | 244k | 258.03 | |
| Applovin Corp Com Cl A (APP) | 11.8 | $58M | 180k | 323.83 | |
| Dynatrace Com New (DT) | 11.6 | $58M | 1.1M | 54.35 | |
| Meridianlink Common Stock (MLNK) | 11.3 | $56M | 2.7M | 20.65 | |
| Jamf Hldg Corp | 7.4 | $36M | 2.6M | 14.05 | |
| Ncino (NCNO) | 6.5 | $32M | 954k | 33.58 | |
| Smartsheet Com Cl A (SMAR) | 5.3 | $26M | 467k | 56.03 | |
| Servicetitan Shs Cl A (TTAN) | 0.5 | $2.6M | 25k | 102.87 |
