Stock Taper 
KEENAN CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alphabet Inc. | GOOG | 76K | $26.85M |
 Amazon.com, Inc. | AMZN | 101K | $24.07M |
 AppLovin Corporation | APP | 191.22K | $98.52M |
 Workday, Inc. | WDAY | 211.24K | $25.86M |
 AppFolio Inc. | APPF | 334.56K | $53.65M |
 GoDaddy Inc. | GDDY | 467.64K | $39.69M |
 Toast, Inc. | TOST | 1.12M | $31.05M |
 Dynatrace, Inc. | DT | 1.13M | $49.45M |
 Global-e Online Ltd. | GLBE | 1.96M | $67.91M |
 SailPoint, Inc. | SAIL | 2.86M | $41.9M |