13F HOLDINGS REPORT
Keenan Capital, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001420506-24-000915
Total Value
$390.4M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 923,030 | $63.9M | 16.36% |
| 2 | GODADDY INC | GDDY | 470,652 | $55.9M | 14.31% |
| 3 | WORKDAY INC | WDAY | 191,179 | $52.3M | 13.38% |
| 4 | MERIDIANLINK INC | MRDN | 2,565,269 | $48.0M | 12.29% |
| 5 | DYNATRACE INC | DT | 848,072 | $39.4M | 10.09% |
| 6 | SMARTSHEET INC | 83200N103 | 953,433 | $36.7M | 9.40% |
| 7 | JAMF HLDG CORP | 47074L105 | 1,899,398 | $34.9M | 8.93% |
| 8 | NCINO INC | NCNO | 807,262 | $30.2M | 7.73% |
| 9 | DATADOG INC | DDOG | 237,438 | $29.3M | 7.52% |