§ 13F · FUND PROFILE
Keenan Capital, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $512.3T (13F)Positions · 8Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$139.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | 177K | $119.1T | 21.7% | −14% |
| 2 | CWAN | CLEARWATER ANALYTICS HLDGS I | 3.66M | $88.3T | 16.1% | NEW |
| 3 | GLBE | GLOBAL E ONLINE LTD | 1.87M | $73.3T | 13.4% | +5% |
| 4 | WDAY | WORKDAY INC | 319K | $68.6T | 12.5% | +9% |
| 5 | GDDY | GODADDY INC | 545K | $67.6T | 12.3% | +10% |
| 6 | DT | DYNATRACE INC | 1.45M | $62.9T | 11.5% | ±0% |
| 7 | ARX | ACCELERANT HOLDINGS | 3.14M | $51.3T | 9.4% | NEW |
| 8 | JAMF | JAMF HLDG CORP | 1.12M | $14.6T | 2.7% | −64% |
| 9 | SAIL | SAILPOINT INC | 165K | $3.3T | 0.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KEENAN SIGNAL
AC read
Keenan Capital, LLC is a Other fund managing $512278.4 trillion in assets. The fund runs a focused portfolio of just 8 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed