Keenan Capital, LLC
CIK: 1647363
Holdings (11)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- APP
APPLOVIN CORP
$98.52M
191,225 sh19.48%+0.0% - GLBE
GLOBAL E ONLINE LTD
$67.91M
1.96M sh13.43%+4.8% - APPF
APPFOLIO INC
$53.65M
334,557 sh10.61%+0.0% - DT
DYNATRACE INC
$49.45M
1.13M sh9.78%-31.6% - ARX
ACCELERANT HOLDINGS
$46.8M
3.99M sh9.25%+0.0% - SAIL
SAILPOINT INC
$41.9M
2.86M sh8.28%-33.1% - GDDY
GODADDY INC
$39.69M
467,640 sh7.85%-22.6% - TOST
TOAST INC
$31.05M
1.12M sh6.14%New - GOOG
ALPHABET INC
$26.85M
76,000 sh5.31%New - WDAY
WORKDAY INC
$25.86M
211,241 sh5.11%-37.4% - AMZN
AMAZON COM INC
$24.07M
101,000 sh4.76%New
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 APP APPLOVIN CORP | 191,225 | $98.52M | +0.0% | 19.48% | Q2 2026 |
 GLBE GLOBAL E ONLINE LTD | 1.96M | $67.91M | +4.8% | 13.43% | Q2 2026 |
 APPF APPFOLIO INC | 334,557 | $53.65M | +0.0% | 10.61% | Q2 2026 |
 DT DYNATRACE INC | 1.13M | $49.45M | -31.6% | 9.78% | Q2 2026 |
 ARX ACCELERANT HOLDINGS | 3.99M | $46.8M | +0.0% | 9.25% | Q2 2026 |
 SAIL SAILPOINT INC | 2.86M | $41.9M | -33.1% | 8.28% | Q2 2026 |
 GDDY GODADDY INC | 467,640 | $39.69M | -22.6% | 7.85% | Q2 2026 |
 TOST TOAST INC | 1.12M | $31.05M | New | 6.14% | Q2 2026 |
 GOOG ALPHABET INC | 76,000 | $26.85M | New | 5.31% | Q2 2026 |
 WDAY WORKDAY INC | 211,241 | $25.86M | -37.4% | 5.11% | Q2 2026 |
 AMZN AMAZON COM INC | 101,000 | $24.07M | New | 4.76% | Q2 2026 |
1-11 of 11 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Keenan Capital, LLC
Keenan Capital, LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1647363). Signal8 holds 20 13F filings from it. Its SEC filings list California as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 11 securities, not counting options, up from 9 in Q1 2026.
Its five largest reported positions, in order, are APPLOVIN CORP (APP), GLOBAL E ONLINE LTD (GLBE), APPFOLIO INC (APPF), DYNATRACE INC (DT) and ACCELERANT HOLDINGS (ARX). The next five are SAILPOINT INC (SAIL), GODADDY INC (GDDY), TOAST INC (TOST), ALPHABET INC (GOOG) and WORKDAY INC (WDAY).
Recent 13F filings by Keenan Capital, LLC
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 11 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 9 securities.
- Q4 2025: 13F-HR filed Feb 13, 2026, listing 9 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 8 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 8 securities.
- Q1 2025: 13F-HR filed May 15, 2025, listing 10 securities.