Holders — by stockHoldings — by fund
Keenan Capital, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001647363
$505.8M
disclosed book value
11
positions
19.5%
largest position share
Positions, as of 2026-06-30
top 11 of 11 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 191,225 | $98.5M | 19.5% |
| 2 | GLOBAL E ONLINE LTD | 2.0M | $67.9M | 13.4% |
| 3 | APPFAPPFOLIO INC | 334,557 | $53.6M | 10.6% |
| 4 | DTDYNATRACE INC | 1.1M | $49.5M | 9.8% |
| 5 | ACCELERANT HOLDINGS | 4.0M | $46.8M | 9.3% |
| 6 | SAILSAILPOINT INC | 2.9M | $41.9M | 8.3% |
| 7 | GDDYGODADDY INC | 467,640 | $39.7M | 7.8% |
| 8 | TOSTTOAST INC | 1.1M | $31.0M | 6.1% |
| 9 | GOOGALPHABET INC | 76,000 | $26.9M | 5.3% |
| 10 | WDAYWORKDAY INC | 211,241 | $25.9M | 5.1% |
| 11 | AMZNAMAZON COM INC | 101,000 | $24.1M | 4.8% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.