Holdings of Keenan Capital, LLC
7 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Technology 33.0 %
- Unattributed 67.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 7 | 363M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | AppLovin Corp | 191,225 | 76.1M $ | |
| 2 | Dynatrace Inc | 1,647,534 | 60.9M $ | |
| 3 | SailPoint Inc | 4,281,411 | 56.7M $ | |
| 4 | Appfolio Inc | 334,557 | 52.8M $ | |
| 5 | GoDaddy Inc | 604,031 | 49.9M $ | |
| 6 | Workday Inc | 337,241 | 43.8M $ | |
| 7 | Clearwater Analytics Holdings Inc | 960,212 | 22.7M $ |