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 $473.9M across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: APP ($76.1M, 16.06%), DT ($60.9M, 12.86%), GLBE ($57.5M, 12.14%), SAIL ($56.7M, 11.96%), ($53.3M, 11.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | $76.1M | 16.06% | 191,225 | Added |
| 2 | DT | DYNATRACE INC | $60.9M | 12.86% | 1.6M | Added |
| 3 | GLBE | GLOBAL E ONLINE LTD | $57.5M | 12.14% | 1.9M | Hold |
| 4 | SAIL | SAILPOINT INC | $56.7M | 11.96% | 4.3M | Added |
| 5 | ACCELERANT HOLDINGS | $53.3M | 11.26% | 4.0M | Added | |
| 6 | APPF | APPFOLIO INC | $52.8M | 11.14% | 334,557 | New |
| 7 | GDDY | GODADDY INC | $49.9M | 10.54% | 604,031 | Added |
| 8 | WDAY | WORKDAY INC | $43.8M | 9.25% | 337,241 | Added |
| 9 | CWAN | CLEARWATER ANALYTICS HLDGS I | $22.7M | 4.79% | 960,212 | Trimmed |
| 10 | JAMF | JAMF HLDG CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31