13F HOLDINGS REPORT
Keenan Capital, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001420506-25-000518
Total Value
$495.0M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GODADDY INC | GDDY | 468,531 | $92.5M | 18.68% |
| 2 | GLOBAL E ONLINE LTD | GLBE | 1,292,274 | $70.5M | 14.24% |
| 3 | WORKDAY INC | WDAY | 244,281 | $63.0M | 12.73% |
| 4 | APPLOVIN CORP | APP | 179,727 | $58.2M | 11.76% |
| 5 | DYNATRACE INC | DT | 1,060,279 | $57.6M | 11.64% |
| 6 | MERIDIANLINK INC | MRDN | 2,714,740 | $56.1M | 11.32% |
| 7 | JAMF HLDG CORP | 47074L105 | 2,591,125 | $36.4M | 7.35% |
| 8 | NCINO INC | NCNO | 953,783 | $32.0M | 6.47% |
| 9 | SMARTSHEET INC | 83200N103 | 466,887 | $26.2M | 5.28% |
| 10 | SERVICETITAN INC | TTAN | 24,887 | $2.6M | 0.52% |