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| Name: |
Keenan Capital LLC |
| City: |
Burlingame |
| State: |
CA |
| Zip: |
94010 |
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data |
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| Holdings
Found :
9 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
APP |
Applovin Corp |
1 |
- |
$80.00 |
$63,892,000 |
923,030 |
16.36% |
13,524,000 |
-340,907 |
0.426 |
N/A |
|
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GDDY |
Godaddy Inc. |
2 |
- |
$139.28 |
$55,857,000 |
470,652 |
14.31% |
5,893,000 |
0 |
0.282 |
N/A |
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WDAY |
Workday, Inc. |
3 |
- |
$259.88 |
$52,253,000 |
191,179 |
13.38% |
-3,008,000 |
-9,000 |
0.095 |
Application Software |
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MLNK |
Meridianlink, Inc. |
4 |
- |
$0.00 |
$47,971,000 |
2,565,269 |
12.29% |
-9,997,000 |
225,000 |
3.187 |
N/A |
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DT |
Dynatrace, Inc. |
5 |
- |
$0.00 |
$39,384,000 |
848,072 |
10.09% |
-5,520,000 |
27,000 |
0.275 |
N/A |
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SMAR |
Smartsheet Inc |
6 |
- |
$41.67 |
$36,707,000 |
953,433 |
9.4% |
-8,886,000 |
0 |
0.7 |
N/A |
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JAMF |
Jamf Holding Corp. |
7 |
- |
$17.40 |
$34,854,000 |
1,899,398 |
8.93% |
-554,000 |
-61,189 |
1.574 |
N/A |
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NCNO |
nCino, Inc. |
8 |
- |
$31.57 |
$30,175,000 |
807,262 |
7.73% |
-19,381,000 |
-666,299 |
0.732 |
N/A |
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DDOG |
Datadog, Inc. |
9 |
- |
$0.00 |
$29,347,000 |
237,438 |
7.52% |
-5,967,000 |
-53,500 |
0.092 |
N/A |
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