13F HOLDINGS REPORT
Keenan Capital, LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001420506-26-000341
Total Value
$549.0M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 176,725 | $119.1M | 21.69% |
| 2 | CLEARWATER ANALYTICS HLDGS I | CWAN | 3,660,973 | $88.3M | 16.08% |
| 3 | GLOBAL E ONLINE LTD | GLBE | 1,865,262 | $73.3M | 13.36% |
| 4 | WORKDAY INC | WDAY | 319,241 | $68.6M | 12.49% |
| 5 | GODADDY INC | GDDY | 545,031 | $67.6M | 12.32% |
| 6 | DYNATRACE INC | DT | 1,450,534 | $62.9M | 11.45% |
| 7 | ACCELERANT HOLDINGS | ARX | 3,139,980 | $51.3M | 9.35% |
| 8 | JAMF HLDG CORP | 47074L105 | 1,120,000 | $14.6M | 2.65% |
| 9 | SAILPOINT INC | SAIL | 164,515 | $3.3M | 0.61% |