Keenan Capital as of Dec. 31, 2025
Portfolio Holdings for Keenan Capital
Keenan Capital holds 9 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 21.7 | $119M | 177k | 673.82 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 16.1 | $88M | 3.7M | 24.12 | |
| Global E Online SHS (GLBE) | 13.4 | $73M | 1.9M | 39.31 | |
| Workday Cl A (WDAY) | 12.5 | $69M | 319k | 214.78 | |
| Godaddy Cl A (GDDY) | 12.3 | $68M | 545k | 124.08 | |
| Dynatrace Com New (DT) | 11.5 | $63M | 1.5M | 43.34 | |
| Accelerant Holdings Cl A (ARX) | 9.4 | $51M | 3.1M | 16.35 | |
| Jamf Hldg Corp | 2.7 | $15M | 1.1M | 13.01 | |
| Sailpoint (SAIL) | 0.6 | $3.3M | 165k | 20.23 |
