Keenan Capital, LLC
Top Portfolio Positions
9 positions ·
$473,866,411 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| APP |
AppLovin Corp
Communication Services
|
191,225 | $76,107,550 | 16.06% | |
| DT |
Dynatrace, Inc.
Technology
|
1,647,534 | $60,925,807 | 12.86% | |
| GLBE |
Global-E Online Ltd.
Consumer Cyclical
|
1,865,262 | $57,543,332 | 12.14% | |
| SAIL |
SailPoint, Inc.
Technology
|
4,281,411 | $56,685,881 | 11.96% | |
| ARX |
Accelerant Holdings
Financial Services
|
3,992,923 | $53,345,451 | 11.26% | |
| APPF |
Appfolio Inc
Technology
|
334,557 | $52,799,785 | 11.14% | |
| GDDY |
GoDaddy Inc.
Technology
|
604,031 | $49,935,242 | 10.54% | |
| WDAY |
Workday, Inc.
Technology
|
337,241 | $43,814,350 | 9.25% | |
| CWAN |
Clearwater Analytics Holdings, Inc.
Technology
|
960,212 | $22,709,013 | 4.79% |
Portfolio Trend
25 quarters · across all stocks
Holdings in APPF
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,799,785 | 334,557 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||