Keenan Capital, Llc Portfolio Stock Holdings
Keenan Capital, Llc disclosed 9 stock positions valued at approximately $473.9 million in its latest SEC 13F filing. The largest holdings include APPLOVIN CORP, DYNATRACE INC, and APPFOLIO INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 9
- Portfolio Value
- $473.9M
Holdings by Sector
Keenan Capital, Llc Portfolio Holdings in Q1 2026
6 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLOVIN CORP | APP | Technology | 16.06% | 191,225 | +14,500 | +8.20% | $76,107,550 |
| DYNATRACE INC | DT | Technology | 12.86% | 1,647,534 | +197,000 | +13.58% | $60,925,807 |
| APPFOLIO INC | APPF | Technology | 11.14% | 334,557 | +334,557 | +100.00% | $52,799,786 |
| GODADDY INC | GDDY | Technology | 10.54% | 604,031 | +59,000 | +10.83% | $49,935,243 |
| WORKDAY INC | WDAY | Technology | 9.25% | 337,241 | +18,000 | +5.64% | $43,814,351 |
| CLEARWATER ANALYTICS HLDGS I | CWAN | Technology | 4.79% | 960,212 | -2,700,761 | -73.77% | $22,709,014 |