Keenan Capital, LLC

Q4 2024 13F Holdings

  • Location
    burlingame, CA
  • Num holdings

    10

  • Value ($000)

    $495,013

  • Date Filed
    02/14/2025
  • Form type
    13F-HR
  • CIK
    0001647363
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GDDY
GDDY

GODADDY INC

CL A
380237107
$92.47M
19 %

468,531

---

GLOBAL E ONLINE LTD

SHS
M5216V106
$70.47M
14 %

1,292,274

WDAY
WDAY

WORKDAY INC

CL A
98138H101
$63.03M
13 %

244,281

APP
APP

APPLOVIN CORP

COM CL A
03831W108
$58.20M
12 %

179,727

DT
DT

DYNATRACE INC

COM NEW
268150109
$57.63M
12 %

1,060,279

MLNK
MLNK

MERIDIANLINK INC

COMMON STOCK
58985J105
$56.06M
11 %

2,714,740

JAMF
JAMF

JAMF HLDG CORP

COM
47074L105
$36.41M
7 %

2,591,125

NCNO
NCNO

NCINO INC

COM
63947X101
$32.03M
7 %

953,783

SMAR
SMAR

SMARTSHEET INC

COM CL A
83200N103
$26.16M
5 %

466,887

---

SERVICETITAN INC

SHS CL A
81764X103
$2.56M
1 %

24,887

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