13F HOLDINGS REPORT
Keenan Capital, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003270
Total Value
$512.3M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 205,710 | $147.8M | 28.85% |
| 2 | WORKDAY INC | WDAY | 292,281 | $70.4M | 13.73% |
| 3 | DYNATRACE INC | DT | 1,450,534 | $70.3M | 13.72% |
| 4 | GODADDY INC | GDDY | 493,531 | $67.5M | 13.18% |
| 5 | GLOBAL E ONLINE LTD | GLBE | 1,769,274 | $63.3M | 12.35% |
| 6 | MERIDIANLINK INC | MRDN | 2,815,242 | $56.1M | 10.95% |
| 7 | JAMF HLDG CORP | 47074L105 | 3,111,125 | $33.3M | 6.50% |
| 8 | SAILPOINT INC | SAIL | 164,515 | $3.6M | 0.71% |