Keenan Capital, LLC
BURLINGAME CA · SEC CIK 0001647363
$4.74亿2026Q1 申报市值
9持仓数
100.0%前十大占比 · 第一大 16.1%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SAIL 加仓+$5,450.77万
APPF 新建仓+$5,279.98万
ARX 加仓+$1,139.53万
DT 加仓+$728.51万
APP 加仓+$577.10万
2026Q1 卖出最多 按季末市值估算
CLEARWATER ANALY 减仓-$6,387.30万
JAMF HLDG CORP 清仓-$1,457.12万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | JAMF HLDG CORP | $0 | 0.00% | 0 | -1,120,000 | -100.0% | -$1,457.12万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $2,270.90万 | 4.79% | 960,212 | -2,700,761 | -73.8% | -$6,387.30万 | 减仓 |
| WDAY | WORKDAY INC | $4,381.44万 | 9.25% | 337,241 | 18,000 | 5.6% | $233.86万 | 加仓 |
| GDDY | GODADDY INC | $4,993.52万 | 10.54% | 604,031 | 59,000 | 10.8% | $487.75万 | 加仓 |
| APPF | APPFOLIO INC | $5,279.98万 | 11.14% | 334,557 | 334,557 | — | $5,279.98万 | 新建仓 |
| ARX | ACCELERANT HOLDINGS | $5,334.55万 | 11.26% | 3,992,923 | 852,943 | 27.2% | $1,139.53万 | 加仓 |
| SAIL | SAILPOINT INC | $5,668.59万 | 11.96% | 4,281,411 | 4,116,896 | 2,502.4% | $5,450.77万 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD | $5,754.33万 | 12.14% | 1,865,262 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $6,092.58万 | 12.86% | 1,647,534 | 197,000 | 13.6% | $728.51万 | 加仓 |
| APP | APPLOVIN CORP | $7,610.76万 | 16.06% | 191,225 | 14,500 | 8.2% | $577.10万 | 加仓 |