| Filer Name: |
KEENAN CAPITAL, LLC |
| CIK: |
1647363 |
| Period: |
2024-12-31 |
| Filed At: |
2025-02-14 |
| Number of Holdings: |
10 |
| Portfolio Value: |
$0.50B |
Keenan Capital, Llc Top Holdings
| Ticker |
Exchange |
Security |
Shares |
Value |
% of Portfolio |
Position Change |
Put/Call |
|
GDDY
|
US |
GODADDY INC - CLASS A |
468,531 |
$92M |
18.68% |
-0.5%
|
- |
|
GLBE
|
US |
GLOBAL-E ONLINE LTD |
1,292,274 |
$70M |
14.24% |
-0.5%
|
- |
|
WDAY
|
US |
WORKDAY INC-CLASS A |
244,281 |
$63M |
12.73% |
14.1%
|
- |
|
APP
|
US |
APPLOVIN CORP-CLASS A |
179,727 |
$58M |
11.76% |
-68.0%
|
- |
|
DT
|
US |
DYNATRACE INC |
1,060,279 |
$58M |
11.64% |
-0.5%
|
- |
|
MLNK
|
US |
MERIDIANLINK INC |
2,714,740 |
$56M |
11.32% |
-0.4%
|
- |
|
JAMF
|
US |
JAMF HOLDING CORP |
2,591,125 |
$36M |
7.35% |
36.4%
|
- |
|
NCNO
|
US |
NCINO INC |
953,783 |
$32M |
6.47% |
-0.5%
|
- |
|
SMAR
|
US |
SMARTSHEET INC-CLASS A |
466,887 |
$26M |
5.28% |
-0.5%
|
- |
|
81764X103
|
- |
SERVICETITAN INC |
24,887 |
$3M |
0.52% |
100.0%
|
- |