Institutions / Keenan Capital, LLC
Keenan Capital, LLC
CIK 1647363 · Institution · as of Dec 31, 2025
Portfolio value
$549.01M
Positions
9
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AppLovin Corp | $119.08M | 21.7% |
| Clearwater Analytics Holdings, Inc. | $88.30M | 16.1% |
| Global E Online Ltd | $73.32M | 13.4% |
| Workday Inc | $68.57M | 12.5% |
| GoDaddy Inc. | $67.63M | 12.3% |
| Dynatrace, Inc. | $62.87M | 11.5% |
| Accelerant Holdings | $51.34M | 9.4% |
| Jamf Hldg Corp | $14.57M | 2.7% |
| SailPoint, Inc.SAIL | $3.33M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.