Keenan Capital, LLC Buys AppLovin Corp, MeridianLink Inc, Arco Platform, Sells Dynatrace Inc, OneSmart International Education Group

Nov 15, 2021

Investment company Keenan Capital, LLC (Current Portfolio) buys AppLovin Corp, MeridianLink Inc, Arco Platform, Alibaba Group Holding, sells Dynatrace Inc, OneSmart International Education Group during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Keenan Capital, LLC. As of 2021Q3, Keenan Capital, LLC owns 15 stocks with a total value of $721 million. These are the details of the buys and sells.

New Purchases: MLNK,
Added Positions: APP, ARCE, BABA, WDAY,
Reduced Positions: DT, FB, SMAR, GOOGL, ONE,

For the details of Keenan Capital, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/keenan+capital%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Keenan Capital, LLC

AppLovin Corp (APP) - 1,292,712 shares, 12.98% of the total portfolio. Shares added by 73.12%
Momentive Global Inc (MNTV) - 4,122,048 shares, 11.21% of the total portfolio.
GoDaddy Inc (GDDY) - 1,060,000 shares, 10.25% of the total portfolio.
Arco Platform Ltd (ARCE) - 2,699,677 shares, 8.13% of the total portfolio. Shares added by 22.34%
Ping Identity Holding Corp (PING) - 2,330,000 shares, 7.94% of the total portfolio.

New Purchase: MeridianLink Inc (MLNK)

Keenan Capital, LLC initiated holding in MeridianLink Inc. The purchase prices were between $22.09 and $28.46, with an estimated average price of $24.75. The stock is now traded at around $24.560000. The impact to a portfolio due to this purchase was 4.77%. The holding were 1,536,921 shares as of 2021-09-30.

Added: AppLovin Corp (APP)

Keenan Capital, LLC added to a holding in AppLovin Corp by 73.12%. The purchase prices were between $55.88 and $79.47, with an estimated average price of $68.2. The stock is now traded at around $102.740000. The impact to a portfolio due to this purchase was 5.48%. The holding were 1,292,712 shares as of 2021-09-30.

Added: Arco Platform Ltd (ARCE)

Keenan Capital, LLC added to a holding in Arco Platform Ltd by 22.34%. The purchase prices were between $21.24 and $31.48, with an estimated average price of $25.98. The stock is now traded at around $18.656500. The impact to a portfolio due to this purchase was 1.48%. The holding were 2,699,677 shares as of 2021-09-30.

Added: Alibaba Group Holding Ltd (BABA)

Keenan Capital, LLC added to a holding in Alibaba Group Holding Ltd by 20.41%. The purchase prices were between $145.08 and $221.87, with an estimated average price of $182.3. The stock is now traded at around $166.300000. The impact to a portfolio due to this purchase was 0.92%. The holding were 265,500 shares as of 2021-09-30.

Here is the complete portfolio of Keenan Capital, LLC. Also check out:

1. Keenan Capital, LLC's Undervalued Stocks
2. Keenan Capital, LLC's Top Growth Companies, and
3. Keenan Capital, LLC's High Yield stocks
4. Stocks that Keenan Capital, LLC keeps buying

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