Keenan Capital, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$473.9M
Q ending 2026-03-31
Prior quarter
$549.0M
Q ending 2025-12-31
Change
-13.7% QoQ · +9.0% YoY
Positions
9
reported holdings
Largest positions
All 9 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Applovin Corp | APP | Shares | $76.1M | 191K |
| Dynatrace Inc | DT | Shares | $60.9M | 1.6M |
| Global E Online Ltd | Shares | $57.5M | 1.9M | |
| Sailpoint Inc | SAIL | Shares | $56.7M | 4.3M |
| Accelerant Holdings | Shares | $53.3M | 4.0M | |
| Appfolio Inc | APPF | Shares | $52.8M | 335K |
| Godaddy Inc | GDDY | Shares | $49.9M | 604K |
| Workday Inc | WDAY | Shares | $43.8M | 337K |
| Clearwater Analytics Hldgs I | Shares | $22.7M | 960K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.