Keenan Capital, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLOVIN CORP(APP) | 266,510 | 205,710 | -60,800 | 93,299,821 | 147,810,863 | 28.85% | +54,511,042 |
| DYNATRACE INC(DT) | 1,060,279 | 1,450,534 | +390,255 | 58,538,004 | 70,278,372 | 13.72% | +11,740,368 |
| WORKDAY INC(WDAY) | 244,281 | 292,281 | +48,000 | 58,627,440 | 70,360,805 | 13.73% | +11,733,365 |
| MERIDIANLINK INC | 2,815,242 | 2,815,242 | 0 | 45,691,378 | 56,107,773 | 10.95% | +10,416,395 |
| JAMF HLDG CORP | 2,591,125 | 3,111,125 | +520,000 | 24,641,599 | 33,289,038 | 6.50% | +8,647,439 |
| GLOBAL E ONLINE LTD | 1,769,274 | 1,769,274 | 0 | 59,341,450 | 63,269,238 | 12.35% | +3,927,788 |
| SAILPOINT INC(SAIL) | 164,515 | 164,515 | 0 | 3,760,813 | 3,632,491 | 0.71% | -128,322 |
| GODADDY INC(GDDY) | 468,531 | 493,531 | +25,000 | 84,363,692 | 67,529,847 | 13.18% | -16,833,845 |