StockDriftsStockDriftsTop 11 Keenan Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 19.48% | 191.2K | $98.5M | +0.00%(+0) | $155.67(+100.85%) | 2026-06-30 | |
| GLBE | GLOBAL E ONLINE LTD | 13.43% | 1.96M | $67.9M | +4.83%(+90.00K) | $37.62(+11.50%) | 2026-06-30 | |
| APPF | APPFOLIO INC | 10.61% | 334.6K | $53.6M | +0.00%(+0) | $195.24(+4.47%) | 2026-06-30 | |
| DT | DYNATRACE INC | 9.78% | 1.13M | $49.5M | -31.64%(-521.25K) | $42.56(+19.25%) | 2026-06-30 | |
| ARX | ACCELERANT HOLDINGS | 9.25% | 3.99M | $46.8M | +0.00%(+0) | $15.46(+26.29%) | 2026-06-30 | |
| SAIL | SAILPOINT INC | 8.28% | 2.86M | $41.9M | -33.15%(-1.42M) | $16.81(+18.90%) | 2026-06-30 | |
| GDDY | GODADDY INC | 7.85% | 467.6K | $39.7M | -22.58%(-136.39K) | $74.84(+31.45%) | 2026-06-30 | |
| TOST | TOAST INC | 6.14% | 1.12M | $31.0M | new | $26.94(+27.13%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.31% | 76.0K | $26.9M | new | $313.24(+9.80%) | 2026-06-30 | |
| WDAY | WORKDAY INC | 5.11% | 211.2K | $25.9M | -37.36%(-126.00K) | $203.37(-12.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +26.66% | +103.18% | +15.31% | +103.83% |
| Top 20 Holdings Unweighted | +21.45% | +79.14% | +19.07% | +139.35% |
Keenan Capital LLC reports $505.76M in US-listed equity holdings across 11 positions in its most recent 13F filing. Its largest disclosed positions are APP (19.5%), GLBE (13.4%) and APPF (10.6%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +103.18% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Keenan Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1647363). View Keenan Capital LLC’s 13F filings on SEC