13F HOLDINGS REPORT
Keenan Capital, LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001420506-24-001489
Total Value
$408.4M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GODADDY INC - CLASS A | GDDY | 470,652 | $65.8M | 16.10% |
| 2 | APPLOVIN CORP - Class A | APP | 758,290 | $63.1M | 15.45% |
| 3 | MERIDIANLINK, INC | MRDN | 2,727,011 | $58.2M | 14.26% |
| 4 | WORKDAY INC-CLASS A | WDAY | 214,179 | $47.9M | 11.72% |
| 5 | DYNATRACE INC | DT | 1,007,072 | $45.1M | 11.03% |
| 6 | SMARTSHEET INC | 83200N103 | 953,433 | $42.0M | 10.29% |
| 7 | JAMF HOLDING CORP | 47074L105 | 1,899,398 | $31.3M | 7.67% |
| 8 | GLOBAL-E ONLINE LTD | GLBE | 838,021 | $30.4M | 7.44% |
| 9 | NCINO, INC | NCNO | 784,095 | $24.7M | 6.04% |