Keenan Capital, LLC
9 holdingsFiling period: 2026-03-31Current AUM: $518.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | 191.2K | $76.1M | $75.7M | 14.60% | +14.5K | 2026-03-31 |
| 2 | DT | DYNATRACE INC | 1.65M | $60.9M | $73.0M | 14.08% | +197.0K | 2026-03-31 |
| 3 | — | GLOBAL E ONLINE LTD | 1.87M | $57.5M | $57.5M | 11.10% | -- | 2026-03-31 |
| 4 | SAIL | SAILPOINT INC | 4.28M | $56.7M | $71.8M | 13.85% | +4.12M | 2026-03-31 |
| 5 | — | ACCELERANT HOLDINGS | 3.99M | $53.3M | $53.3M | 10.29% | +852.9K | 2026-03-31 |
| 6 | APPF | APPFOLIO INC | 334.6K | $52.8M | $60.3M | 11.63% | -- | 2026-03-31 |
| 7 | GDDY | GODADDY INC | 604.0K | $49.9M | $50.0M | 9.64% | +59.0K | 2026-03-31 |
| 8 | WDAY | WORKDAY INC | 337.2K | $43.8M | $54.1M | 10.43% | +18.0K | 2026-03-31 |
| 9 | CWAN | CLEARWATER ANALYTICS HLDGS I | 960.2K | $22.7M | $22.7M | 4.38% | -2,700,761 | 2026-03-31 |
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