Keenan Capital, LLC

Q1 2025 13F Holdings

  • Location
    burlingame, CA
  • Num holdings

    10

  • Value ($000)

    $434,921

  • Date Filed
    05/15/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GDDY
GDDY

GODADDY INC

CL A
380237107
$84.40M
19 %

468,531

APP
APP

APPLOVIN CORP

COM CL A
03831W108
$70.35M
16 %

265,510

WDAY
WDAY

WORKDAY INC

CL A
98138H101
$57.05M
13 %

244,281

---

GLOBAL E ONLINE LTD

SHS
M5216V106
$56.94M
13 %

1,597,274

MLNK
MLNK

MERIDIANLINK INC

COMMON STOCK
58985J105
$50.30M
12 %

2,714,740

DT
DT

DYNATRACE INC

COM NEW
268150109
$49.99M
12 %

1,060,279

JAMF
JAMF

JAMF HLDG CORP

COM
47074L105
$31.48M
7 %

2,591,125

NCNO
NCNO

NCINO INC

COM
63947X101
$28.95M
7 %

1,053,783

---

SAILPOINT INC

COM
78781J109
$3.08M
1 %

164,515

---

SERVICETITAN INC

SHS CL A
81764X103
$2.37M
1 %

24,887

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