Keenan Capital, LLC
Annual return '25
-11.5%
SPY '25
+17.7%
Alpha
-29.2ptsvs SPY
Invested
$473.9M
Holdings
9
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$APP
APPLOVIN CORP
Q1 2026: Exited (was 176.7k shares)
16.1%
02
$DT
DYNATRACE INC
Q1 2026: Exited (was 1.45M shares)
12.9%
03
$GLBE
GLOBAL E ONLINE LTD
Q1 2026: Exited (was 1.87M shares)
12.1%
04
$SAIL
SAILPOINT INC
Q1 2026: Exited (was 164.5k shares)
12.0%
05
$ARX
ACCELERANT HOLDINGS
Q1 2026: Exited (was 3.14M shares)
11.3%
06
$APPF
APPFOLIO INC
Held since at least Q1 2024
11.1%
07
$GDDY
GODADDY INC
Q1 2026: Exited (was 545.0k shares)
10.5%
08
$WDAY
WORKDAY INC
Q1 2026: Exited (was 319.2k shares)
9.2%
09
$CWAN
CLEARWATER ANALYTICS HLDGS I
Q1 2026: Exited (was 3.66M shares)
4.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:42 UTC.