Universe · entity
Keenan Capital, LLC
Institutional manager (13F) · CIK 1647363
13F holdings · as of 2026-03-31 · top 9 · reported portfolio $474M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLOVIN CORP | $76M | 191,225 |
| 2 | DYNATRACE INC | $61M | 1,647,534 |
| 3 | GLOBAL E ONLINE LTD | $58M | 1,865,262 |
| 4 | SAILPOINT INC | $57M | 4,281,411 |
| 5 | ACCELERANT HOLDINGS | $53M | 3,992,923 |
| 6 | APPFOLIO INC | $53M | 334,557 |
| 7 | GODADDY INC | $50M | 604,031 |
| 8 | WORKDAY INC | $44M | 337,241 |
| 9 | CLEARWATER ANALYTICS HLDGS I | $23M | 960,212 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.