Keenan Capital as of Sept. 30, 2025
Portfolio Holdings for Keenan Capital
Keenan Capital holds 8 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 28.9 | $148M | 206k | 718.54 | |
| Workday Cl A (WDAY) | 13.7 | $70M | 292k | 240.73 | |
| Dynatrace Com New (DT) | 13.7 | $70M | 1.5M | 48.45 | |
| Godaddy Cl A (GDDY) | 13.2 | $68M | 494k | 136.83 | |
| Global E Online SHS (GLBE) | 12.4 | $63M | 1.8M | 35.76 | |
| Meridianlink Common Stock (MLNK) | 11.0 | $56M | 2.8M | 19.93 | |
| Jamf Hldg Corp (JAMF) | 6.5 | $33M | 3.1M | 10.70 | |
| Sailpoint (SAIL) | 0.7 | $3.6M | 165k | 22.08 |
