Keenan Capital as of June 30, 2026
Portfolio Holdings for Keenan Capital
Keenan Capital holds 11 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 19.5 | $99M | 191k | 515.23 | |
| Global E Online SHS (GLBE) | 13.4 | $68M | 2.0M | 34.73 | |
| Appfolio Com Cl A (APPF) | 10.6 | $54M | 335k | 160.35 | |
| Dynatrace Com New (DT) | 9.8 | $50M | 1.1M | 43.91 | |
| Accelerant Holdings Cl A (ARX) | 9.3 | $47M | 4.0M | 11.72 | |
| Sailpoint (SAIL) | 8.3 | $42M | 2.9M | 14.64 | |
| Godaddy Cl A (GDDY) | 7.8 | $40M | 468k | 84.88 | |
| Toast Cl A (TOST) | 6.1 | $31M | 1.1M | 27.82 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.3 | $27M | 76k | 353.33 | |
| Workday Cl A (WDAY) | 5.1 | $26M | 211k | 122.42 | |
| Amazon (AMZN) | 4.8 | $24M | 101k | 238.34 |
