§ 13F · FUND PROFILE
Keenan Capital, LLC.
AUM · $506M (13F)Positions · 11Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$82M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | 191K | $99M | 19.5% | ±0% |
| 2 | GLBE | GLOBAL E ONLINE LTD | 1.96M | $68M | 13.4% | +5% |
| 3 | APPF | APPFOLIO INC | 335K | $54M | 10.6% | ±0% |
| 4 | DT | DYNATRACE INC | 1.13M | $49M | 9.8% | −32% |
| 5 | ARX | ACCELERANT HOLDINGS | 3.99M | $47M | 9.3% | ±0% |
| 6 | SAIL | SAILPOINT INC | 2.86M | $42M | 8.3% | −33% |
| 7 | GDDY | GODADDY INC | 468K | $40M | 7.8% | −23% |
| 8 | TOST | TOAST INC | 1.12M | $31M | 6.1% | NEW |
| 9 | GOOG | ALPHABET INC | 76K | $27M | 5.3% | NEW |
| 10 | WDAY | WORKDAY INC | 211K | $26M | 5.1% | −37% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KEENAN SIGNAL
AC read
Keenan Capital, LLC is a Other fund managing $506 million in assets. The fund runs a focused portfolio of just 11 positions.
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