13F HOLDINGS REPORT
Keenan Capital, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001420506-23-001635
Total Value
$558.3M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DYNATRACE INC | DT | 1,541,015 | $79.3M | 14.21% |
| 2 | WORKDAY INC | WDAY | 344,179 | $77.7M | 13.93% |
| 3 | NCINO INC | NCNO | 1,988,561 | $59.9M | 10.73% |
| 4 | ARCO PLATFORM LTD | G04553106 | 4,735,445 | $57.5M | 10.30% |
| 5 | MERIDIANLINK INC | MRDN | 2,597,891 | $54.0M | 9.68% |
| 6 | GODADDY INC | GDDY | 676,652 | $50.8M | 9.11% |
| 7 | JAMF HLDG CORP | 47074L105 | 2,576,647 | $50.3M | 9.01% |
| 8 | SMARTSHEET INC | 83200N103 | 1,155,433 | $44.2M | 7.92% |
| 9 | APPLOVIN CORP | APP | 1,645,937 | $42.3M | 7.59% |
| 10 | DATADOG INC | DDOG | 427,938 | $42.1M | 7.54% |