Keenan Capital, LLC reported 11 holdings worth US$506M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Keenan Capital, LLC reported 11 holdings worth US$506M as of Jun 30, 2026. Largest: Applovin Corporation, Appfolio, Inc. and Dynatrace, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 11
- Value as reported
- US$506M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Applovin Corporation | 191K | US$98.5M | 19.5% |
| Appfolio, Inc. | 335K | US$53.6M | 10.6% |
| Dynatrace, Inc. | 1.13M | US$49.5M | 9.8% |
| Accelerant Holdings | 3.99M | US$46.8M | 9.3% |
| Sailpoint, Inc. | 2.86M | US$41.9M | 8.3% |
| Godaddy Inc. | 468K | US$39.7M | 7.8% |
| Toast, Inc. | 1.12M | US$31M | 6.1% |
| Alphabet Inc (google) Class C | 75,141 | US$26.9M | 5.3% |
| Workday, Inc. | 211K | US$25.9M | 5.1% |
| Amazon.com, Inc. | 101K | US$24.1M | 4.8% |
| Clearwater Analytics Holdings, Inc. | 0 | US$0 | 0.00% |