Keenan Capital, LLC
CIK 1647363 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- GDDY18.68%
- GLBE14.24%
- WDAY12.73%
- APP11.76%
- DT11.64%
- MLNK11.32%
- JAMF7.35%
- NCNO6.47%
- SMAR5.28%
- TTAN0.52%
Share classes counted separately99.99%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- APPWeight decreased · -4.49 pp16.25% → 11.76%Shares -382.56K (-68.04%)
- GLBEWeight increased · +3.19 pp11.05% → 14.24%Shares -5.84K (-0.45%)
- GDDYWeight increased · +2.34 pp16.34% → 18.68%Shares -2.12K (-0.45%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GDDYGODADDY INC - CLASS ACL A View history and evidence | $92.47M | 18.68% | 468.53K shares | 16.34% → 18.68%+2.34 pp -2.12K (-0.45%) | Reduced | ↗▾ |
| 02 | GLBEGLOBAL-E ONLINE LTDSHS View history and evidence | $70.47M | 14.24% | 1.29M shares | 11.05% → 14.24%+3.19 pp -5.84K (-0.45%) | Reduced | ↗▾ |
| 03 | WDAYWORKDAY INC-CLASS ACL A View history and evidence | $63.03M | 12.73% | 244.28K shares | 11.58% → 12.73%+1.15 pp +30.10K (+14.05%) | Added | ↗▾ |
| 04 | APPAPPLOVIN CORP-CLASS ACOM CL A View history and evidence | $58.20M | 11.76% | 179.73K shares | 16.25% → 11.76%-4.49 pp -382.56K (-68.04%) | Reduced | ↗▾ |
| 05 | DTDYNATRACE INCCOM NEW View history and evidence | $57.63M | 11.64% | 1.06M shares | 12.61% → 11.64%-0.97 pp -4.79K (-0.45%) | Reduced | ↗▾ |
| 06 | MLNKMERIDIANLINK INCCOMMON STOCK View history and evidence | $56.06M | 11.32% | 2.71M shares | 12.42% → 11.32%-1.10 pp -12.27K (-0.45%) | Reduced | ↗▾ |
| 07 | JAMFJAMF HOLDING CORP View history and evidence | $36.41M | 7.35% | 2.59M shares | 7.30% → 7.35%+0.05 pp +691.73K (+36.42%) | Added | ↗▾ |
| 08 | NCNONCINO INC View history and evidence | $32.03M | 6.47% | 953.78K shares | 6.70% → 6.47%-0.23 pp -4.31K (-0.45%) | Reduced | ↗▾ |
| 09 | SMARSMARTSHEET INC-CLASS ACOM CL A View history and evidence | $26.16M | 5.28% | 466.89K shares | 5.75% → 5.28%-0.47 pp -2.11K (-0.45%) | Reduced | ↗▾ |
| 10 | TTANSERVICETITAN INC-ASHS CL A View history and evidence | $2.56M | 0.52% | 24.89K shares | Prior unavailable +24.89K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1647363 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 495013174
}Take these holdings further.
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