13F HOLDINGS REPORT
Keenan Capital, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001420506-23-002119
Total Value
$566.6M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DYNATRACE INC | DT | 1,541,015 | $72.0M | 12.71% |
| 2 | APPLOVIN CORP | APP | 1,645,937 | $65.8M | 11.61% |
| 3 | ARCO PLATFORM LTD | G04553106 | 4,735,445 | $65.3M | 11.52% |
| 4 | WORKDAY INC | WDAY | 301,179 | $64.7M | 11.42% |
| 5 | NCINO INC | NCNO | 1,988,561 | $63.2M | 11.16% |
| 6 | GODADDY INC | GDDY | 676,652 | $50.4M | 8.90% |
| 7 | MERIDIANLINK INC | MRDN | 2,896,577 | $49.4M | 8.72% |
| 8 | SMARTSHEET INC | 83200N103 | 1,200,433 | $48.6M | 8.57% |
| 9 | JAMF HLDG CORP | 47074L105 | 2,730,496 | $48.2M | 8.51% |
| 10 | DATADOG INC | DDOG | 427,938 | $39.0M | 6.88% |