Keenan Capital as of March 31, 2026
Portfolio Holdings for Keenan Capital
Keenan Capital holds 9 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 16.1 | $76M | 191k | 398.00 | |
| Dynatrace Com New (DT) | 12.9 | $61M | 1.6M | 36.98 | |
| Global E Online SHS (GLBE) | 12.1 | $58M | 1.9M | 30.85 | |
| Sailpoint (SAIL) | 12.0 | $57M | 4.3M | 13.24 | |
| Accelerant Holdings Cl A (ARX) | 11.3 | $53M | 4.0M | 13.36 | |
| Appfolio Com Cl A (APPF) | 11.1 | $53M | 335k | 157.82 | |
| Godaddy Cl A (GDDY) | 10.5 | $50M | 604k | 82.67 | |
| Workday Cl A (WDAY) | 9.2 | $44M | 337k | 129.92 | |
| Clearwater Analytics Hldgs I Cl A | 4.8 | $23M | 960k | 23.65 |
