account_balance
Investment manager · 13F filer · SEC CIK 1647363
Keenan Capital, LLC
Reported value$506Mas of Jun 30, 2026
Positions11 3 new, 1 sold out
Top 10 weight95.2%APP alone is 19%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 11 stocks.
APPApplovin Corp
19.5%
GLBEGlobal E Online Ltd
13.4%Added +5%
APPFAppfolio Inc
10.6%
DTDynatrace Inc
9.8%Trimmed −32%
ARXAccelerant Holdings
9.3%
SAILSailpoint Inc
8.3%Trimmed −33%
GDDYGodaddy Inc
7.8%Trimmed −23%
TOSTToast Inc
6.1%New
GOOGAlphabet Inc
5.3%New
WDAYWorkday Inc
5.1%Trimmed −37%
AMZNAmazon Com Inc
4.8%New
APPApplovin Corp
19.5%
GLBEGlobal E Online Ltd
13.4%Added +5%
APPF10.6%DT9.8%ARX9.3%SAIL8.3%GDDY7.8%TOST6.1%GOOG5.3%WDAY5.1%AMZN4.8%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 11 as a list
APP Applovin Corp 19.5% HeldGLBE Global E Online Ltd 13.4% Added +5%APPF Appfolio Inc 10.6% HeldDT Dynatrace Inc 9.8% Trimmed −32%ARX Accelerant Holdings 9.3% HeldSAIL Sailpoint Inc 8.3% Trimmed −33%GDDY Godaddy Inc 7.8% Trimmed −23%TOST Toast Inc 6.1% NewGOOG Alphabet Inc 5.3% NewWDAY Workday Inc 5.1% Trimmed −37%AMZN Amazon Com Inc 4.8% New
What changed