Keenan Capital, LLC Portfolio Holdings

Keenan Capital, LLC

  • $425 Million
  • Q2 2025

Keenan Capital, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $425 Million distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $93.3M, Go Daddy Inc. with a value of $84.4M, Global E Online Ltd. with a value of $59.3M, Workday, Inc. with a value of $58.6M, and Dynatrace, Inc. with a value of $58.5M.

Examining the 13F form we can see an decrease of $4.97M in the current position value, from $429M to 425M.

Keenan Capital, LLC is based out at Burlingame, CA

Below you can find more details about Keenan Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $425 Million
Technology: $365 Million
Consumer Cyclical: $59.3 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $425 Million
  • Prior Value $429 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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