Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Keenan Capital, LLC (CIK 1647363) reported $505.8M across 11 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: APP ($98.5M, 19.48%), GLBE ($67.9M, 13.43%), APPF ($53.6M, 10.61%), DT ($49.5M, 9.78%), ARX ($46.8M, 9.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | $98.5M | 19.48% | 191,225 | Hold |
| 2 | GLBE | GLOBAL E ONLINE LTD | $67.9M | 13.43% | 2.0M | Added |
| 3 | APPF | APPFOLIO INC | $53.6M | 10.61% | 334,557 | Hold |
| 4 | DT | DYNATRACE INC | $49.5M | 9.78% | 1.1M | Trimmed |
| 5 | ARX | ACCELERANT HOLDINGS | $46.8M | 9.25% | 4.0M | Hold |
| 6 | SAIL | SAILPOINT INC | $41.9M | 8.28% | 2.9M | Trimmed |
| 7 | GDDY | GODADDY INC | $39.7M | 7.85% | 467,640 | Trimmed |
| 8 | TOST | TOAST INC | $31.0M | 6.14% | 1.1M | New |
| 9 | GOOG | ALPHABET INC | $26.9M | 5.31% | 76,000 | New |
| 10 | WDAY | WORKDAY INC | $25.9M | 5.11% | 211,241 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $24.1M | 4.76% | 101,000 | New |
| 12 | CWAN | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30