13F HOLDINGS REPORT
Keenan Capital, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001420506-25-001204
Total Value
$434.9M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GODADDY INC | GDDY | 468,531 | $84.4M | 19.41% |
| 2 | APPLOVIN CORP | APP | 265,510 | $70.4M | 16.18% |
| 3 | WORKDAY INC | WDAY | 244,281 | $57.0M | 13.12% |
| 4 | GLOBAL E ONLINE LTD | GLBE | 1,597,274 | $56.9M | 13.09% |
| 5 | MERIDIANLINK INC | MRDN | 2,714,740 | $50.3M | 11.57% |
| 6 | DYNATRACE INC | DT | 1,060,279 | $50.0M | 11.49% |
| 7 | JAMF HLDG CORP | 47074L105 | 2,591,125 | $31.5M | 7.24% |
| 8 | NCINO INC | NCNO | 1,053,783 | $28.9M | 6.66% |
| 9 | SAILPOINT INC | SAIL | 164,515 | $3.1M | 0.71% |
| 10 | SERVICETITAN INC | TTAN | 24,887 | $2.4M | 0.54% |