13F HOLDINGS REPORT
Keenan Capital, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002122
Total Value
$428.3M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 266,510 | $93.3M | 21.79% |
| 2 | GODADDY INC | GDDY | 468,531 | $84.4M | 19.70% |
| 3 | GLOBAL E ONLINE LTD | GLBE | 1,769,274 | $59.3M | 13.86% |
| 4 | WORKDAY INC | WDAY | 244,281 | $58.6M | 13.69% |
| 5 | DYNATRACE INC | DT | 1,060,279 | $58.5M | 13.67% |
| 6 | MERIDIANLINK INC | MRDN | 2,815,242 | $45.7M | 10.67% |
| 7 | JAMF HLDG CORP | 47074L105 | 2,591,125 | $24.6M | 5.75% |
| 8 | SAILPOINT INC | SAIL | 164,515 | $3.8M | 0.88% |