Keenan Capital as of June 30, 2025
Portfolio Holdings for Keenan Capital
Keenan Capital holds 8 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 21.8 | $93M | 267k | 350.08 | |
| Godaddy Cl A (GDDY) | 19.7 | $84M | 469k | 180.06 | |
| Global E Online SHS (GLBE) | 13.9 | $59M | 1.8M | 33.54 | |
| Workday Cl A (WDAY) | 13.7 | $59M | 244k | 240.00 | |
| Dynatrace Com New (DT) | 13.7 | $59M | 1.1M | 55.21 | |
| Meridianlink Common Stock (MLNK) | 10.7 | $46M | 2.8M | 16.23 | |
| Jamf Hldg Corp | 5.8 | $25M | 2.6M | 9.51 | |
| Sailpoint (SAIL) | 0.9 | $3.8M | 165k | 22.86 |
