Notify me when Keenan Capital, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 9 | $549,005,142 | +$155,595,219 | -$101,542,982 | +$54,052,237 | APP, CWAN, GLBE, WDAY, GDDY | 13F-HR | 13 Feb 2026, 09:56 |
| Q3 2025 | 8 | $512,278,427 | +$39,447,645 | -$43,687,232 | -$4,239,587 | APP, WDAY, DT, GDDY, GLBE | 13F-HR | 14 Nov 2025, 10:16 |
| Q2 2025 | 8 | $428,264,197 | +$7,750,107 | -$31,314,422 | -$23,564,315 | APP, GDDY, GLBE, WDAY, DT | 13F-HR | 14 Aug 2025, 12:24 |
| Q1 2025 | 10 | $434,920,653 | +$39,434,828 | -$26,159,679 | +$13,275,149 | GDDY, APP, WDAY, GLBE, MLNK | 13F-HR | 15 May 2025, 11:52 |
| Q4 2024 | 10 | $495,013,174 | +$20,046,109 | -$125,399,700 | -$105,353,591 | GDDY, GLBE, WDAY, APP, DT | 13F-HR | 14 Feb 2025, 10:53 |
| Q3 2024 | 9 | $451,647,078 | +$26,284,010 | -$52,406,011 | -$26,122,001 | GDDY, APP, DT, MLNK, WDAY | 13F-HR | 14 Nov 2024, 11:08 |
| Q2 2024 | 9 | $408,446,746 | +$46,102,970 | -$43,785,602 | +$2,317,368 | GDDY, APP, MLNK, WDAY, DT | 13F-HR | 14 Aug 2024, 11:18 |
| Q1 2024 | 9 | $390,441,197 | +$5,461,380 | -$58,699,144 | -$53,237,764 | APP, GDDY, WDAY, MLNK, DT | 13F-HR | 15 May 2024, 09:41 |
| Q4 2023 | 9 | $424,337,888 | $0 | -$243,046,190 | -$243,046,190 | MLNK, WDAY, APP, GDDY, NCNO | 13F-HR | 14 Feb 2024, 10:27 |
| Q3 2023 | 10 | $566,565,849 | +$9,633,257 | -$9,238,550 | +$394,707 | DT, APP, ARCE, WDAY, NCNO | 13F-HR | 14 Nov 2023, 10:12 |
| Q2 2023 | 10 | $558,272,908 | +$8,559,060 | -$57,063,350 | -$48,504,290 | DT, WDAY, NCNO, ARCE, MLNK | 13F-HR | 14 Aug 2023, 12:44 |
| Q1 2023 | 12 | $550,874,479 | +$51,524,455 | -$35,873,250 | +$15,651,205 | SMAR, WDAY, DT, GDDY, ARCE | 13F-HR | 15 May 2023, 11:24 |
| Q4 2022 | 12 | $498,637,658 | +$44,052,318 | -$84,259,694 | -$40,207,376 | DT, ARCE, SMAR, WDAY, JAMF | 13F-HR | 14 Feb 2023, 16:21 |
| Q3 2022 | 12 | $526,362,000 | +$96,177,802 | -$56,463,219 | +$39,714,583 | GDDY, SMAR, DT, JAMF, WDAY | 13F-HR | 14 Nov 2022, 16:21 |
| Q2 2022 | 11 | $525,502,000 | +$91,010,790 | -$104,343,254 | -$13,332,464 | DT, PING, GDDY, JAMF, ARCE | 13F-HR | 15 Aug 2022, 17:23 |
| Q1 2022 | 13 | $714,746,000 | +$99,277,956 | -$106,809,367 | -$7,531,411 | PING, ARCE, APP, GDDY, SMAR | 13F-HR | 16 May 2022, 16:07 |
| Q4 2021 | 15 | $790,531,000 | +$124,740,163 | -$106,793,237 | +$17,946,926 | APP, GDDY, ARCE, MNTV, PING | 13F-HR | 14 Feb 2022, 15:31 |
| Q3 2021 | 15 | $720,696,000 | +$93,128,901 | -$44,322,019 | +$48,806,882 | APP, MNTV, GDDY, ARCE, PING | 13F-HR | 15 Nov 2021, 09:38 |
| Q2 2021 | 14 | $729,573,000 | +$142,982,000 | -$75,516,000 | +$67,466,000 | GDDY, MNTV, ARCE, META, MSP | 13F-HR | 16 Aug 2021, 10:42 |
| Q1 2021 | 13 | $601,433,000 | +$51,304,965 | $0 | +$51,304,965 | GDDY, SVMK, ARCE, META, PING | 13F-HR | 17 May 2021, 13:00 |
| Q4 2020 | 13 | $617,580,000 | +$110,809,383 | -$7,914,000 | +$102,895,383 | SVMK, GDDY, ARCE, BABA, META | 13F-HR | 16 Feb 2021, 10:04 |
| Q3 2020 | 13 | $498,086,000 | +$36,412,245 | -$82,392,457 | -$45,980,212 | SVMK, GDDY, BABA, META, ARCE | 13F-HR | 16 Nov 2020, 06:53 |
| Q2 2020 | 13 | $507,250,000 | +$27,808,215 | -$35,166,443 | -$7,358,228 | SVMK, GDDY, PING, BABA, DT | 13F-HR | 14 Aug 2020, 07:07 |
| Q1 2020 | 14 | $366,198,000 | +$109,129,243 | $0 | +$109,129,243 | GDDY, SVMK, PING, ARCE, BABA | 13F-HR | 15 May 2020, 06:06 |
| Q4 2019 | 13 | $304,368,000 | +$47,630,335 | -$40,240,486 | +$7,389,849 | GDDY, ARCE, BABA, PING, DT | 13F-HR | 14 Feb 2020, 09:00 |
| Q3 2019 | 15 | $275,560,000 | +$38,729,003 | -$13,218,758 | +$25,510,245 | ARCE, GDDY, BABA, SAIL, SVMK | 13F-HR | 14 Nov 2019, 06:08 |
| Q2 2019 | 12 | $249,906,000 | +$28,709,112 | -$9,820,636 | +$18,888,476 | ARCE, GDDY, SAIL, BABA, META | 13F-HR | 14 Aug 2019, 10:24 |
| Q1 2019 | 12 | $229,791,000 | +$27,608,860 | -$27,216,000 | +$392,860 | GDDY, SAIL, ARCE, SVMK, BABA | 13F-HR | 15 May 2019, 09:33 |
| Q4 2018 | 13 | $183,212,000 | +$27,583,986 | -$15,973,695 | +$11,610,291 | GDDY, SAIL, AYX, ARCE, BABA | 13F-HR | 14 Feb 2019, 09:30 |
| Q3 2018 | 13 | $200,039,000 | +$38,990,908 | -$52,924,702 | -$13,933,794 | AYX, GDDY, SAIL, ARCE, META | 13F-HR | 14 Nov 2018, 10:21 |
| Q2 2018 | 14 | $184,291,000 | +$15,133,731 | -$23,254,977 | -$8,121,246 | AYX, GDDY, SAIL, META, BL | 13F-HR | 14 Aug 2018, 09:05 |
| Q1 2018 | 14 | $171,354,000 | +$18,694,211 | -$11,888,886 | +$6,805,325 | AYX, GDDY, SAIL, META, BL | 13F-HR | 15 May 2018, 09:42 |
| Q4 2017 | 12 | $137,568,000 | $0 | $0 | $0 | AYX, GDDY, SEND, SAIL, BL | 13F-HR | 14 Feb 2018, 09:31 |