Keenan Capital, LLC

Q2 2025 13F Holdings

  • Location
    burlingame, CA
  • Num holdings

    8

  • Value ($000)

    $428,264

  • Date Filed
    08/14/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
APP
APP

APPLOVIN CORP

COM CL A
03831W108
$93.30M
22 %

266,510

GDDY
GDDY

GODADDY INC

CL A
380237107
$84.36M
20 %

468,531

---

GLOBAL E ONLINE LTD

SHS
M5216V106
$59.34M
14 %

1,769,274

WDAY
WDAY

WORKDAY INC

CL A
98138H101
$58.63M
14 %

244,281

DT
DT

DYNATRACE INC

COM NEW
268150109
$58.54M
14 %

1,060,279

MLNK
MLNK

MERIDIANLINK INC

COMMON STOCK
58985J105
$45.69M
11 %

2,815,242

JAMF
JAMF

JAMF HLDG CORP

COM
47074L105
$24.64M
6 %

2,591,125

---

SAILPOINT INC

COM
78781J109
$3.76M
1 %

164,515

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