Keenan Capital, LLC
BURLINGAME CA · SEC CIK 0001647363
$5.06亿2026Q2 申报市值
11持仓数
95.2%前十大占比 · 第一大 19.5%
3 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TOST 新建仓+$3,104.65万
GOOG 新建仓+$2,685.31万
AMZN 新建仓+$2,407.23万
GLBE 加仓+$312.57万
2026Q2 卖出最多 按季末市值估算
DT 减仓-$2,288.83万
CLEARWATER ANALY 清仓-$2,270.90万
SAIL 减仓-$2,077.84万
WDAY 减仓-$1,542.49万
GDDY 减仓-$1,157.69万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -960,212 | -100.0% | -$2,270.90万 | 清仓 |
| AMZN | AMAZON COM INC | $2,407.23万 | 4.76% | 101,000 | 101,000 | — | $2,407.23万 | 新建仓 |
| WDAY | WORKDAY INC | $2,586.01万 | 5.11% | 211,241 | -126,000 | -37.4% | -$1,542.49万 | 减仓 |
| GOOG | ALPHABET INC | $2,685.31万 | 5.31% | 76,000 | 76,000 | — | $2,685.31万 | 新建仓 |
| TOST | TOAST INC | $3,104.65万 | 6.14% | 1,115,979 | 1,115,979 | — | $3,104.65万 | 新建仓 |
| GDDY | GODADDY INC | $3,969.33万 | 7.85% | 467,640 | -136,391 | -22.6% | -$1,157.69万 | 减仓 |
| SAIL | SAILPOINT INC | $4,190.14万 | 8.28% | 2,862,119 | -1,419,292 | -33.2% | -$2,077.84万 | 减仓 |
| ARX | ACCELERANT HOLDINGS | $4,679.71万 | 9.25% | 3,992,923 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $4,945.50万 | 9.78% | 1,126,280 | -521,254 | -31.6% | -$2,288.83万 | 减仓 |
| APPF | APPFOLIO INC | $5,364.62万 | 10.61% | 334,557 | 0 | 0.0% | — | 不变 |
| GLBE | GLOBAL E ONLINE LTD | $6,790.62万 | 13.43% | 1,955,262 | 90,000 | 4.8% | $312.57万 | 加仓 |
| APP | APPLOVIN CORP | $9,852.49万 | 19.48% | 191,225 | 0 | 0.0% | — | 不变 |