Keenan Capital, LLC
CIK 1647363 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- DT12.71%
- APP11.61%
- ARCE11.52%
- WDAY11.42%
- NCNO11.16%
- GDDY8.90%
- MLNK8.72%
- SMAR8.57%
- JAMF8.51%
- DDOG6.88%
Share classes counted separately100.00%
Portfolio value by quarter
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DTDYNATRACE INCCOM NEW View history and evidence | $72.01M | 12.71% | 1.54M shares | — | ↗▾ | |
| 02 | APPAPPLOVIN CORP-CLASS ACOM CL A View history and evidence | $65.77M | 11.61% | 1.65M shares | — | ↗▾ | |
| 03 | ARCEARCO PLATFORM LTD - CLASS ACOM CL A View history and evidence | $65.25M | 11.52% | 4.74M shares | — | ↗▾ | |
| 04 | WDAYWORKDAY INC-CLASS ACL A View history and evidence | $64.71M | 11.42% | 301.18K shares | — | ↗▾ | |
| 05 | NCNONCINO INC View history and evidence | $63.24M | 11.16% | 1.99M shares | — | ↗▾ | |
| 06 | GDDYGODADDY INC - CLASS ACL A View history and evidence | $50.40M | 8.90% | 676.65K shares | — | ↗▾ | |
| 07 | MLNKMERIDIANLINK INCCOMMON STOCK View history and evidence | $49.42M | 8.72% | 2.90M shares | — | ↗▾ | |
| 08 | SMARSMARTSHEET INC-CLASS ACOM CL A View history and evidence | $48.57M | 8.57% | 1.20M shares | — | ↗▾ | |
| 09 | JAMFJAMF HOLDING CORP View history and evidence | $48.22M | 8.51% | 2.73M shares | — | ↗▾ | |
| 10 | DDOGDATADOG INC - CLASS ACL A COM View history and evidence | $38.98M | 6.88% | 427.94K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1647363 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 566565849
}Take these holdings further.
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