13F HOLDINGS REPORT
Keenan Capital, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001420506-23-000692
Total Value
$498.6M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DYNATRACE INC | DT | 1,675,015 | $64.2M | 12.87% |
| 2 | ARCO PLATFORM LTD | G04553106 | 4,735,445 | $63.9M | 12.82% |
| 3 | SMARTSHEET INC | 83200N103 | 1,584,581 | $62.4M | 12.51% |
| 4 | WORKDAY INC | WDAY | 344,179 | $57.6M | 11.55% |
| 5 | JAMF HLDG CORP | 47074L105 | 2,576,647 | $54.9M | 11.01% |
| 6 | GODADDY INC | GDDY | 676,652 | $50.6M | 10.15% |
| 7 | OKTA INC | OKTA | 525,000 | $35.9M | 7.19% |
| 8 | MERIDIANLINK INC | MRDN | 2,597,891 | $35.7M | 7.15% |
| 9 | NCINO INC | NCNO | 1,258,561 | $33.3M | 6.67% |
| 10 | ALPHABET INC | GOOG | 241,900 | $21.3M | 4.28% |
| 11 | APPLOVIN CORP | APP | 1,095,937 | $11.5M | 2.31% |
| 12 | ALPHABET INC | GOOG | 83,220 | $7.4M | 1.48% |