§ 13F · FUND PROFILE
Keenan Capital, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $512M (13F)Positions · 8Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$53M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | 191K | $76M | 16.1% | +8% |
| 2 | DT | DYNATRACE INC | 1.65M | $61M | 12.9% | +14% |
| 3 | GLBE | GLOBAL E ONLINE LTD | 1.87M | $58M | 12.1% | ±0% |
| 4 | SAIL | SAILPOINT INC | 4.28M | $57M | 12.0% | +2502% |
| 5 | ARX | ACCELERANT HOLDINGS | 3.99M | $53M | 11.3% | +27% |
| 6 | APPF | APPFOLIO INC | 335K | $53M | 11.1% | NEW |
| 7 | GDDY | GODADDY INC | 604K | $50M | 10.5% | +11% |
| 8 | WDAY | WORKDAY INC | 337K | $44M | 9.2% | +6% |
| 9 | CWAN | CLEARWATER ANALYTICS HLDGS I | 960K | $23M | 4.8% | −74% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KEENAN SIGNAL
AC read
Keenan Capital, LLC is a Other fund managing $512 million in assets. The fund runs a focused portfolio of just 8 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed