Keenan Capital
$506M 13F equity value
12 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Keenan Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| APP | APPLOVIN CORP | 191,225 | $99M | 19.5% |
| GLBE | GLOBAL E ONLINE LTD | 1,955,262 | $68M | 13.4% |
| APPF | APPFOLIO INC | 334,557 | $54M | 10.6% |
| DT | DYNATRACE INC | 1,126,280 | $49M | 9.8% |
| ARX | ACCELERANT HOLDINGS | 3,992,923 | $47M | 9.3% |
| SAIL | SAILPOINT INC | 2,862,119 | $42M | 8.3% |
| GDDY | GODADDY INC | 467,640 | $40M | 7.8% |
| TOST | TOAST INC | 1,115,979 | $31M | 6.1% |
| GOOG | ALPHABET INC | 76,000 | $27M | 5.3% |
| WDAY | WORKDAY INC | 211,241 | $26M | 5.1% |
Track Keenan Capital's 13F portfolio: $506M in reported holdings, 12 positions. Top holdings and quarterly changes on SentiSense.
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