Keenan Capital, LLC: 13F holdings
CIK 16473632026Q2
| Positions | 11 |
|---|---|
| Reported value | $505.8m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| APP APPLOVIN CORP | 191,225 | $98.5m | 19.5% |
| GLOBAL E ONLINE LTD | 1,955,262 | $67.9m | 13.4% |
| APPF APPFOLIO INC | 334,557 | $53.6m | 10.6% |
| DT DYNATRACE INC | 1,126,280 | $49.5m | 9.8% |
| ACCELERANT HOLDINGS | 3,992,923 | $46.8m | 9.3% |
| SAIL SAILPOINT INC | 2,862,119 | $41.9m | 8.3% |
| GDDY GODADDY INC | 467,640 | $39.7m | 7.8% |
| TOST TOAST INC | 1,115,979 | $31.0m | 6.1% |
| GOOG ALPHABET INC | 76,000 | $26.9m | 5.3% |
| WDAY WORKDAY INC | 211,241 | $25.9m | 5.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1647363")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.