Keenan, LLC reported 45 holdings worth US$142M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Keenan, LLC reported 45 holdings worth US$142M as of Jun 30, 2026. Largest: Apple Inc, Advanced Micro Devices Inc and Nvidia Corporation. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 45
- Value as reported
- US$142M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 5,542 | US$1.6M | 1.1% |
| Advanced Micro Devices Inc | 1,353 | US$786K | 0.56% |
| Nvidia Corporation | 3,912 | US$783K | 0.55% |
| Amazon.com, Inc. | 2,985 | US$711K | 0.50% |
| Alphabet Inc (google) Class C | 1,530 | US$547K | 0.39% |
| Mercury Systems Inc | 4,423 | US$541K | 0.38% |
| Johnson & Johnson | 1,323 | US$336K | 0.24% |
| Takeda Pharmaceutical Co. Ltd. | 17,513 | US$281K | 0.20% |
| Microsoft Corp. | 719 | US$268K | 0.19% |
| Chewy, Inc. | 13,299 | US$261K | 0.18% |
| Insmed Incorporated | 2,121 | US$226K | 0.16% |
| Clean Energy Fuels Corp. | 22,866 | US$46,875 | 0.03% |
| Butterfly Network, Inc. | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |