Keenan Capital, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Keenan Capital, LLC held in its portfolio 9 assets valued at $549,005,142 (i.e. $549.01M).

The most valuable assets in the portfolio included: APPLOVIN CORP ($119.08M), CLEARWATER ANALYTICS HLDGS I ($88.30M), and GLOBAL E ONLINE LTD ($73.32M).

The chart below shows the top 9 valuable assets, and the table below shows the top 9 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Keenan Capital, LLC Portfolio

APPLOVIN CORP

CLEARWATER ANALYTICS HLDGS I

GLOBAL E ONLINE LTD

WORKDAY INC

GODADDY INC

DYNATRACE INC

ACCELERANT HOLDINGS

JAMF HLDG CORP

SAILPOINT INC

Keenan Capital, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
APPLOVIN CORP	176725	119080840	COM CL A
CLEARWATER ANALYTICS HLDGS I	3660973	88302669	CL A
GLOBAL E ONLINE LTD	1865262	73323449	SHS
WORKDAY INC	319241	68566582	CL A
GODADDY INC	545031	67627447	CL A
DYNATRACE INC	1450534	62866144	COM NEW
ACCELERANT HOLDINGS	3139980	51338673	CL A
JAMF HLDG CORP	1120000	14571200	COM
SAILPOINT INC	164515	3328138	COM