13F HOLDINGS REPORT
Keenan Capital, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001420506-24-002485
Total Value
$451.6M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GODADDY INC | GDDY | 470,652 | $73.8M | 16.34% |
| 2 | APPLOVIN CORP | APP | 562,290 | $73.4M | 16.25% |
| 3 | DYNATRACE INC | DT | 1,065,072 | $56.9M | 12.61% |
| 4 | MERIDIANLINK INC | MRDN | 2,727,011 | $56.1M | 12.42% |
| 5 | WORKDAY INC | WDAY | 214,179 | $52.3M | 11.58% |
| 6 | GLOBAL E ONLINE LTD | GLBE | 1,298,117 | $49.9M | 11.05% |
| 7 | JAMF HLDG CORP | 47074L105 | 1,899,398 | $33.0M | 7.30% |
| 8 | NCINO INC | NCNO | 958,095 | $30.3M | 6.70% |
| 9 | SMARTSHEET INC | 83200N103 | 469,000 | $26.0M | 5.75% |