Keenan Capital, LLC

Q3 2025 13F Holdings

  • Location
    burlingame, CA
  • Num holdings

    8

  • Value ($000)

    $512,278

  • Date Filed
    11/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
APP

APPLOVIN CORP

COM CL A
03831W108
$147.81M
29 %

205,710

W
WDAY

WORKDAY INC

CL A
98138H101
$70.36M
14 %

292,281

D
DT

DYNATRACE INC

COM NEW
268150109
$70.28M
14 %

1,450,534

G
GDDY

GODADDY INC

CL A
380237107
$67.53M
13 %

493,531

---

GLOBAL E ONLINE LTD

SHS
M5216V106
$63.27M
12 %

1,769,274

M
MLNK

MERIDIANLINK INC

COMMON STOCK
58985J105
$56.11M
11 %

2,815,242

J
JAMF

JAMF HLDG CORP

COM
47074L105
$33.29M
7 %

3,111,125

---

SAILPOINT INC

COM
78781J109
$3.63M
1 %

164,515

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