Keenan Capital, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Keenan Capital, LLC disclosed 10 US equity positions worth $495.0m in its Q4 2024 13F filing. The largest position was GDDY at 18.7% of the reported book, followed by GLBE and WDAY. Against the Q3 2024 filing, it opened 1 new position, added to 2 and reduced 1 among the top 10 holdings.
What did Keenan Capital, LLC own in Q4 2024? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | GDDY GODADDY INC | Technology | 18.7% | $92.5m | 468,531 | -0% | held |
| 2 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 14.2% | $70.5m | 1,292,274 | -0% | held |
| 3 | WDAY WORKDAY INC | Technology | 12.7% | $63.0m | 244,281 | 14% | added |
| 4 | APP APPLOVIN CORP | Communication Services | 11.8% | $58.2m | 179,727 | -68% | reduced |
| 5 | DT DYNATRACE INC | Technology | 11.6% | $57.6m | 1,060,279 | -0% | held |
| 6 | MERIDIANLINK INC | 11.3% | $56.1m | 2,714,740 | -0% | held | |
| 7 | JAMF JAMF HLDG CORP | 7.4% | $36.4m | 2,591,125 | 36% | added | |
| 8 | NCNO NCINO INC | Technology | 6.5% | $32.0m | 953,783 | -0% | held |
| 9 | SMARGBP SMARTSHEET INC | 5.3% | $26.2m | 466,887 | -0% | held | |
| 10 | TTAN SERVICETITAN INC | Technology | 0.5% | $2.6m | 24,887 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.