Investor
Keenan Capital, LLC
CIK 0001647363 · filed 2026-05-15 · SEC filing
13F book
$473.9M
Positions
9
1 new · 1 sold
Largest name
16.1%
Applovin Corp · APP
Est. mark
−$134.4M
Price effect on 8 names still held. Flow $59.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Applovin Corp | APP | 191.2K | $76.1M | 16.1% | −$48.7M | Added−$43M |
| Dynatrace, Inc. | DT | 1.65M | $60.9M | 12.9% | −$9.23M | Added−$1.94M |
| Global-E Online Ltd. | GLBE | 1.87M | $57.5M | 12.1% | −$15.8M | Held |
| SailPoint, Inc. | SAIL | 4.28M | $56.7M | 12.0% | −$1.15M | Added$53.4M |
| Accelerant Holdings | ARX | 3.99M | $53.3M | 11.3% | −$9.39M | Added$2.01M |
| Appfolio Inc | APPF | 334.6K | $52.8M | 11.1% | — | New |
| GoDaddy Inc. | GDDY | 604K | $49.9M | 10.5% | −$22.6M | Added−$17.7M |
| Workday, Inc. | WDAY | 337.2K | $43.8M | 9.2% | −$27.1M | Added−$24.8M |
| Clearwater Analytics Hldgs I | — | 960.2K | $22.7M | 4.8% | −$451.3K | Cut−$65.6M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.