Keenan Capital, LLC — 13F holdings

Keenan Capital, LLC reported 11 holdings worth $506M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. APP APPLOVIN CORP — $98.5M (19.5%)
2. GLBE GLOBAL E ONLINE LTD — $67.9M (13.4%)
3. APPF APPFOLIO INC — $53.6M (10.6%)
4. DT DYNATRACE INC — $49.5M (9.8%)
5. ARX ACCELERANT HOLDINGS — $46.8M (9.3%)
6. SAIL SAILPOINT INC — $41.9M (8.3%)
7. GDDY GODADDY INC — $39.7M (7.8%)
8. TOST TOAST INC — $31.0M (6.1%)
9. GOOG ALPHABET INC — $26.9M (5.3%)
10. WDAY WORKDAY INC — $25.9M (5.1%)