KEENAN CAPITAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JAMF | 3.11M | $33.29M |
 | MLNK | 2.82M | $56.11M |
 | GLBE | 1.77M | $63.27M |
 | DT | 1.45M | $70.28M |
 | GDDY | 494K | $67.53M |
 | WDAY | 292K | $70.36M |
 | APP | 206K | $147.81M |
 | SAIL | 165K | $3.63M |
Jamf Holding Corp.
JAMF
Shares Held
3.11M
Value
$33.29M
MeridianLink, Inc.
MLNK
Shares Held
2.82M
Value
$56.11M
Global-e Online Ltd.
GLBE
Shares Held
1.77M
Value
$63.27M
Dynatrace, Inc.
DT
Shares Held
1.45M
Value
$70.28M
GoDaddy Inc.
GDDY
Shares Held
494K
Value
$67.53M
Workday, Inc.
WDAY
Shares Held
292K
Value
$70.36M
AppLovin Corporation
APP
Shares Held
206K
Value
$147.81M
SailPoint, Inc.
SAIL
Shares Held
165K
Value
$3.63M