Keenan Capital, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Keenan Capital, Llc disclosed 11 stock positions valued at approximately $505.76M as of quarter-end June 30, 2026. The largest holdings include APPLOVIN CORP, GLOBAL E ONLINE LTD, and APPFOLIO INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 11
- Portfolio Value
- $505.76M
Holdings by Sector
Keenan Capital, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLOVIN CORP | APP | Technology | 19.48% | 191,225 | - | - | $98,524,857 |
| GLOBAL E ONLINE LTD | GLBE | Consumer Cyclical | 13.43% | 1,955,262 | +90,000 | +4.83% | $67,906,249 |
| APPFOLIO INC | APPF | Technology | 10.61% | 334,557 | - | - | $53,646,215 |
| DYNATRACE INC | DT | Technology | 9.78% | 1,126,280 | -521,254 | -31.64% | $49,454,955 |
| ACCELERANT HOLDINGS | ARX | Financial Services | 9.25% | 3,992,923 | - | - | $46,797,058 |
| SAILPOINT INC | SAIL | Technology | 8.28% | 2,862,119 | -1,419,292 | -33.15% | $41,901,422 |
| GODADDY INC | GDDY | Technology | 7.85% | 467,640 | -136,391 | -22.58% | $39,693,283 |
| TOAST INC | TOST | Technology | 6.14% | 1,115,979 | +1,115,979 | +100.00% | $31,046,536 |
| ALPHABET INC | GOOG | Communication Services | 5.31% | 76,000 | +76,000 | +100.00% | $26,853,080 |
| WORKDAY INC | WDAY | Technology | 5.11% | 211,241 | -126,000 | -37.36% | $25,860,123 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.76% | 101,000 | +101,000 | +100.00% | $24,072,340 |
Showing 11 of 11 holdings in the latest reporting period.