Keenan Capital as of March 31, 2025
Portfolio Holdings for Keenan Capital
Keenan Capital holds 10 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Godaddy Cl A (GDDY) | 19.4 | $84M | 469k | 180.14 | |
| Applovin Corp Com Cl A (APP) | 16.2 | $70M | 266k | 264.97 | |
| Workday Cl A (WDAY) | 13.1 | $57M | 244k | 233.53 | |
| Global E Online SHS (GLBE) | 13.1 | $57M | 1.6M | 35.65 | |
| Meridianlink Common Stock (MLNK) | 11.6 | $50M | 2.7M | 18.53 | |
| Dynatrace Com New (DT) | 11.5 | $50M | 1.1M | 47.15 | |
| Jamf Hldg Corp | 7.2 | $32M | 2.6M | 12.15 | |
| Ncino (NCNO) | 6.7 | $29M | 1.1M | 27.47 | |
| Sailpoint (SAIL) | 0.7 | $3.1M | 165k | 18.75 | |
| Servicetitan Shs Cl A (TTAN) | 0.5 | $2.4M | 25k | 95.11 |
