Data as of Q4 2025 (Dec 31, 2025)

Keenan Capital, LLC

•CIK: 1647363•Filing: Q4 2025

**Keenan Capital, LLC** manages $549M across a concentrated portfolio of nine positions. The fund exhibits significant conviction in technology and growth names, with its largest allocation to APP at $119.1M. Further notable holdings include CWAN ($88.3M), IVZ ($73.3M), and WDAY ($68.6M), suggesting a focused, high-conviction approach to market opportunities.

Total AUM
$549.0M
QoQ Performance
+7.2%
Positions
9
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

APP
CWAN
GLBE
WDAY
GDDY
DT
ACCE
APP21.7%
CWAN16.1%
GLBE13.4%
WDAY12.5%
GDDY12.3%
DT11.5%
ACCELERANT9.4%
JAMF2.7%

📈 Biggest Buys

CWAN
CLEARWATER ANALYTICS HLDGS I
NEW
16.1% of portfolio
—
ACCELERANT HOLDINGS
NEW
9.4% of portfolio
GDDY
GODADDY INC
+10.4%
12.3% of portfolio
WDAY
WORKDAY INC
+9.2%
12.5% of portfolio
GLBE
GLOBAL E ONLINE LTD
+5.4%
13.4% of portfolio

📉 Biggest Sells

JAMF
JAMF HLDG CORP
-64.0%
2.7% of portfolio
APP
APPLOVIN CORP
-14.1%
21.7% of portfolio

Sector Breakdown

Other100.0%

🚪 Exited Positionssold since Q3 2025

MRBK
MERIDIANLINK INC
SOLD
$56.1M

Changes from Q3 2025

NEW2 new positions
↑3 increased
↓2 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

APP21.7%
APPLOVIN CORP
$119.1M
CWAN16.1%
CLEARWATER ANALYTICS HLDGS I
$88.3M
GLBE13.4%
GLOBAL E ONLINE LTD
$73.3M
WDAY12.5%
WORKDAY INC
$68.6M
GDDY12.3%
GODADDY INC
$67.6M

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