Q4 2024 · 13F-HR
Keenan Capital, LLCholdings as filed
Filed 2025-02-14 · accession 0001420506-25-000518
$495.0M
Reported value
10
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 380237107 | GDDY | GODADDY INC | $92.5M | 18.7% | 468,531 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $70.5M | 14.2% | 1,292,274 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $63.0M | 12.7% | 244,281 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $58.2M | 11.8% | 179,727 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $57.6M | 11.6% | 1,060,279 | Common | SOLE |
| 58985J105 | — | MERIDIANLINK INC | $56.1M | 11.3% | 2,714,740 | Common | SOLE |
| 47074L105 | JAMF | JAMF HLDG CORP | $36.4M | 7.35% | 2,591,125 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $32.0M | 6.47% | 953,783 | Common | SOLE |
| 83200N103 | SMARGBP | SMARTSHEET INC | $26.2M | 5.28% | 466,887 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $2.6M | 0.52% | 24,887 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.