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

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Nov 15, 2021
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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.

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
  1. AppLovin Corp (APP) - 1,292,712 shares, 12.98% of the total portfolio. Shares added by 73.12%
  2. Momentive Global Inc (MNTV) - 4,122,048 shares, 11.21% of the total portfolio.
  3. GoDaddy Inc (GDDY) - 1,060,000 shares, 10.25% of the total portfolio.
  4. Arco Platform Ltd (ARCE) - 2,699,677 shares, 8.13% of the total portfolio. Shares added by 22.34%
  5. 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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