HoldingsChannel.com
| 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 |
| DATADOG INC |
290,938 | -137,000 | $35,314 |
| DDOG | 290,938 | -137,000 | $35,314 |
 ARCO PLATFORM LTD |
0 | -4,735,445 | $0 (exited) |
| ARCE | 0 | -4,735,445 | $0 |
See Summary: Keenan Capital LLC Top Holdings
See Details: Top 10 Stocks Held By Keenan Capital LLC
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| ARCE | -4,735,445 | -$65,254 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| WDAY | -101,000 | -$9,447 |
| DDOG | -137,000 | -$3,667 |
| GDDY | -206,000 | -$433 |
| SMAR | -247,000 | -$2,977 |
| APP | -382,000 | -$15,404 |
| NCNO | -515,000 | -$13,680 |
| MLNK | -556,308 | +$8,552 |
| DT | -719,943 | -$27,108 |
| JAMF | -769,909 | -$12,813 |
|
Size ($ 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 |
