Keenan Capital, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KC Keenan Capital, LLC | Institutional Filer | ▼ 13.69% | $473.9M | 9 |
Current Portfolio Holdings
Showing all 9 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | APP | AppLovin Corporation | Technology | 191K | $76.1M | 16.06% |
| 2 | DT | Dynatrace, Inc. | Technology | 1.6M | $60.9M | 12.86% |
| 3 | GLBE | Global-e Online Ltd. | Consumer Cyclical | 1.9M | $57.5M | 12.14% |
| 4 | SAIL | SailPoint, Inc. | Technology | 4.3M | $56.7M | 11.96% |
| 5 | ARX | Accelerant Holdings | Financial Services | 4.0M | $53.3M | 11.26% |
| 6 | APPF | AppFolio, Inc. | Technology | 335K | $52.8M | 11.14% |
| 7 | GDDY | GoDaddy Inc. | Technology | 604K | $49.9M | 10.54% |
| 8 | WDAY | Workday, Inc. | Technology | 337K | $43.8M | 9.25% |
| 9 | CWAN | Clearwater Analytics Holdings, Inc. | Technology | 960K | $22.7M | 4.79% |
Showing 1 to 9 of 9 holdings