Keenan Capital, LLC Portfolio Holdings

Keenan Capital, LLC

  • $492 Million
  • Q4 2024

Keenan Capital, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $492 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Go Daddy Inc. with a value of $92.5M, Global E Online Ltd. with a value of $70.5M, Workday, Inc. with a value of $63M, App Lovin Corp with a value of $58.2M, and Dynatrace, Inc. with a value of $57.6M.

Examining the 13F form we can see an increase of $40.8M in the current position value, from $452M to 492M.

Keenan Capital, LLC is based out at Burlingame, CA

Below you can find more details about Keenan Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $492 Million
Technology: $422 Million
Consumer Cyclical: $70.5 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.49B
$56.1 Million 11.38% of portfolio
2,714,740
Q4 2024 Reduced 0.45%
$1.71B
$36.4 Million 7.39% of portfolio
2,591,125
Q4 2024 Added 36.42%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $492 Million
  • Prior Value $452 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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