Keenan Capital, LLC
- SEC CIK
- 0001647363
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 9
- 0 vs. Q4 2025
- Portfolio value
- $473.9M
- −$75.1M (−13.7%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 191,225 | $76.1M | 16.1% | +14,500+8.2% | Added | History |
| DTDynatrace, Inc. | Stock | 1,647,534 | $60.9M | 12.9% | +197,000+13.6% | Added | History |
| GLBEGlobal-E Online Ltd. | SHS | 1,865,262 | $57.5M | 12.1% | 00.0% | Unchanged | History |
| SAILSailPoint, Inc. | COM | 4,281,411 | $56.7M | 12.0% | +4,116,896+2,502.4% | Added | History |
| ARXAccelerant Holdings | CL A | 3,992,923 | $53.3M | 11.3% | +852,943+27.2% | Added | History |
| APPFAppfolio Inc | COM CL A | 334,557 | $52.8M | 11.1% | +334,557 | New | History |
| GDDYGoDaddy Inc. | CL A | 604,031 | $49.9M | 10.5% | +59,000+10.8% | Added | History |
| WDAYWorkday, Inc. | CL A | 337,241 | $43.8M | 9.2% | +18,000+5.6% | Added | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 960,212 | $22.7M | 4.8% | −2,700,761−73.8% | Reduced | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.