Holdings
Keenan Capital, LLC
As of Jun 30, 2026, Keenan Capital, LLC reported 10 positions worth US$438M. Largest: Applovin Corporation, Appfolio, Inc. and Dynatrace, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applovin Corporation | 191K | US$98.5M | no change | Jun 30, 2026 |
| Appfolio, Inc. | 335K | US$53.6M | no change | Jun 30, 2026 |
| Dynatrace, Inc. | 1.13M | US$49.5M | −521K | Jun 30, 2026 |
| Accelerant Holdings | 3.99M | US$46.8M | no change | Jun 30, 2026 |
| Sailpoint, Inc. | 2.86M | US$41.9M | −1.42M | Jun 30, 2026 |
| Godaddy Inc. | 468K | US$39.7M | −136K | Jun 30, 2026 |
| Toast, Inc. | 1.12M | US$31M | new | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 75,141 | US$26.9M | new | Jun 30, 2026 |
| Workday, Inc. | 211K | US$25.9M | −126K | Jun 30, 2026 |
| Amazon.com, Inc. | 101K | US$24.1M | new | Jun 30, 2026 |