Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
MERIDIANLINK INC | 2,340,269 | -556,308 | $57,968 |
MLNK | 2,340,269 | -556,308 | $57,968 |
WORKDAY INC CLASS A | 200,179 | -101,000 | $55,261 |
WDAY | 200,179 | -101,000 | $55,261 |
APPLOVIN CORP Class A | 1,263,937 | -382,000 | $50,368 |
APP | 1,263,937 | -382,000 | $50,368 |
GODADDY INC CLASS A | 470,652 | -206,000 | $49,964 |
GDDY | 470,652 | -206,000 | $49,964 |
NCINO INC | 1,473,561 | -515,000 | $49,556 |
NCNO | 1,473,561 | -515,000 | $49,556 |
SMARTSHEET INC | 953,433 | -247,000 | $45,593 |
SMAR | 953,433 | -247,000 | $45,593 |
DYNATRACE INC | 821,072 | -719,943 | $44,904 |
DT | 821,072 | -719,943 | $44,904 |
JAMF HOLDING CORP | 1,960,587 | -769,909 | $35,408 |
JAMF | 1,960,587 | -769,909 | $35,408 |
See Full List: All Stocks Held By Keenan Capital LLC
Including:
Biggest exits
Biggest increased positions
See Details: Top 10 Stocks Held By Keenan Capital LLC
Size ($ in 1000's)
At 12/31/2023: $424,336 At 09/30/2023: $566,567 Keenan Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Keenan Capital LLC 13F filings. Link to 13F filings: SEC filings |