Q1 2025 · 13F-HR
Keenan Capital, LLCholdings as filed
Filed 2025-05-15 · accession 0001420506-25-001204
$434.9M
Reported value
10
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 380237107 | GDDY | GODADDY INC | $84.4M | 19.4% | 468,531 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $70.4M | 16.2% | 265,510 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $57.0M | 13.1% | 244,281 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $56.9M | 13.1% | 1,597,274 | Common | SOLE |
| 58985J105 | — | MERIDIANLINK INC | $50.3M | 11.6% | 2,714,740 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $50.0M | 11.5% | 1,060,279 | Common | SOLE |
| 47074L105 | JAMF | JAMF HLDG CORP | $31.5M | 7.24% | 2,591,125 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $28.9M | 6.66% | 1,053,783 | Common | SOLE |
| 78781J109 | SAIL | SAILPOINT INC | $3.1M | 0.71% | 164,515 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $2.4M | 0.54% | 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.