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Keenan Capital, LLC

Q4 2025 13F Holdings

  • Location
    burlingame, CA
  • Num holdings

    9

  • Value ($000)

    $549,005

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0001647363
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
APP

APPLOVIN CORP

COM CL A
03831W108
$119.08M
22 %

176,725

C
CWAN

CLEARWATER ANALYTICS HLDGS I

CL A
185123106
$88.3M
16 %

3,660,973

---

GLOBAL E ONLINE LTD

SHS
M5216V106
$73.32M
13 %

1,865,262

W
WDAY

WORKDAY INC

CL A
98138H101
$68.57M
13 %

319,241

G
GDDY

GODADDY INC

CL A
380237107
$67.63M
12 %

545,031

D
DT

DYNATRACE INC

COM NEW
268150109
$62.87M
12 %

1,450,534

---

ACCELERANT HOLDINGS

CL A
G00894108
$51.34M
9 %

3,139,980

J
JAMF

JAMF HLDG CORP

COM
47074L105
$14.57M
3 %

1,120,000

---

SAILPOINT INC

COM
78781J109
$3.33M
1 %

164,515

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