StockDriftsStockDriftsTop 9 Keenan Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 16.06% | 191.2K | $76.1M | +8.20%(+14.50K) | $155.67(+221.83%) | 2026-03-31 | |
| DT | DYNATRACE INC | 12.86% | 1.65M | $60.9M | +13.58%(+197.00K) | $42.56(-9.86%) | 2026-03-31 | |
| GLBE | GLOBAL E ONLINE LTD | 12.14% | 1.87M | $57.5M | +0.00%(+0) | $37.91(-26.43%) | 2026-03-31 | |
| SAIL | SAILPOINT INC | 11.96% | 4.28M | $56.7M | +2502.44%(+4.12M) | $16.81(-21.61%) | 2026-03-31 | |
| ARX | ACCELERANT HOLDINGS | 11.26% | 3.99M | $53.3M | +27.16%(+852.94K) | $15.46(-0.11%) | 2026-03-31 | |
| APPF | APPFOLIO INC | 11.14% | 334.6K | $52.8M | new | $195.24(-22.30%) | 2026-03-31 | |
| GDDY | GODADDY INC | 10.54% | 604.0K | $49.9M | +10.83%(+59.00K) | $74.84(+16.48%) | 2026-03-31 | |
| WDAY | WORKDAY INC | 9.25% | 337.2K | $43.8M | +5.64%(+18.00K) | $203.37(-38.53%) | 2026-03-31 | |
| CWAN | CLEARWATER ANALYTICS HLDGS I | 4.79% | 960.2K | $22.7M | -73.77%(-2.70M) | $21.07(+15.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.17% | +73.55% |
| Top 20 Holdings Unweighted | +17.98% | +64.22% |
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