Alex Prywes

Keenan Capital, Llc

Assets Managed

$473.866M

Holdings

Last Quarter

2026 - Q1

Filed Date

11d ago

Growth Rate

-13.68%(2Q avg: -3.25%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Keenan Capital, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 9 positions.

Assets under management

The assets under management (AUM) of Keenan Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 473.866M in assets, with a quarterly growth rate of -13.68% and a 2-quarter average growth rate of -3.25%. The portfolio is managed by Alex Prywes, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
APP Applovin Corp-class A Recent Activity Increased 8.21%	16.07%	$76.108M 191,225 shares@ $398.0 avg price	Increased 8.21%
DT Dynatrace Inc Recent Activity Increased 13.59%	12.86%	$60.926M 1.648M shares@ $36.98 avg price	Increased 13.59%
GLBE Global-e Online Ltd Recent Activity	12.15%	$57.543M 1.865M shares@ $30.86 avg price
SAIL Sailpoint Inc Recent Activity Increased 2502.45%	11.97%	$56.686M 4.281M shares@ $13.25 avg price	Increased 2502.45%
ARX Accelerant Holdings-cl A Recent Activity Increased 27.17%	11.26%	$53.345M 3.993M shares@ $13.36 avg price	Increased 27.17%
APPF Appfolio Inc - A Recent Activity New Position	11.15%	$52.8M 334,557 shares@ $157.83 avg price	New Position
GDDY Godaddy Inc - Class A Recent Activity Increased 10.83%	10.54%	$49.935M 604,031 shares@ $82.68 avg price	Increased 10.83%
WDAY Workday Inc-class A Recent Activity Increased 5.64%	9.25%	$43.814M 337,241 shares@ $129.93 avg price	Increased 5.64%
CWAN Clearwater Analytics Hds-a Recent Activity Decreased -73.77%	4.8%	$22.709M 960,212 shares@ $23.66 avg price	Decreased -73.77%

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