Keenan Capital, LLC
11 holdingsFiling period: 2026-06-30Current AUM: $551.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | APP | Applovin Corp | 191.2K | $98.5M | $49.9M | 9.05% | -- | 2026-06-30 |
| 2 | — | Global E Online Ltd | 1.96M | $67.9M | $67.9M | 12.32% | +90.0K | 2026-06-30 |
| 3 | APPF | Appfolio Inc | 334.6K | $53.6M | $71.7M | 13.01% | -- | 2026-06-30 |
| 4 | DT | Dynatrace Inc | 1.13M | $49.5M | $72.3M | 13.12% | -521,254 | 2026-06-30 |
| 5 | — | Accelerant Holdings | 3.99M | $46.8M | $46.8M | 8.49% | -- | 2026-06-30 |
| 6 | SAIL | Sailpoint Inc | 2.86M | $41.9M | $62.3M | 11.30% | -1,419,292 | 2026-06-30 |
| 7 | GDDY | Godaddy Inc | 467.6K | $39.7M | $51.4M | 9.32% | -136,391 | 2026-06-30 |
| 8 | TOST | Toast Inc | 1.12M | $31.0M | $35.9M | 6.51% | -- | 2026-06-30 |
| 9 | GOOG | Alphabet Inc | 76.0K | $26.9M | $23.9M | 4.33% | -- | 2026-06-30 |
| 10 | WDAY | Workday Inc | 211.2K | $25.9M | $44.0M | 7.99% | -126,000 | 2026-06-30 |
| 11 | AMZN | Amazon.com Inc | 101.0K | $24.1M | $25.2M | 4.57% | -- | 2026-06-30 |
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