Keenan Capital, LLC 13F Holdings

CIK 0001647363 · BURLINGAME, CA

As of Sep 30, 2025, Keenan Capital, LLC reported 8 positions worth $512.3M in its SEC Form 13F filing.

Top 8 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLOVIN CORPAPPTechnology205,710 47.8M28.85%
WORKDAY INCWDAYTechnology292,281$70.4M13.73%
DYNATRACE INCDTTechnology1,450,534$70.3M13.72%
GODADDY INCGDDYTechnology493,531$67.5M13.18%
GLOBAL-E ONLINE LTDGLBEConsumer Cyclical1,769,274$63.3M12.35%
MERIDIANLINK INCMLNKTechnology2,815,242$56.1M10.95%
JAMF HOLDING CORPJAMFTechnology3,111,125$33.3M6.50%
SAILPOINT INCSAILTechnology164,515$3.6M0.71%