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Midas Edge

13-F holdings, Q2 2026

Keenan Capital, LLC

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$505.8M
Positions
11
Filed
Data as of

These holdings are as of , 133 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. APP$98.5M
    191,225 shares19.5% of the book
  2. GLBE$67.9M
    1,955,262 shares13.4% of the book
  3. APPF$53.6M
    334,557 shares10.6% of the book
  4. DT$49.5M
    1,126,280 shares9.8% of the book
  5. ARX$46.8M
    3,992,923 shares9.3% of the book
  6. SAIL$41.9M
    2,862,119 shares8.3% of the book
  7. GDDY$39.7M
    467,640 shares7.8% of the book
  8. TOST$31M
    1,115,979 shares6.1% of the book
  9. GOOG$26.9M
    76,000 shares5.3% of the book
  10. WDAY$25.9M
    211,241 shares5.1% of the book

What changed this quarter

3 new positions and 1 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • TOST

    TOAST INC

    +$31M

    New

  • GOOG

    ALPHABET INC

    +$26.9M

    New

  • AMZN

    AMAZON COM INC

    +$24.1M

    New

  • GLBE

    GLOBAL E ONLINE LTD

    +$3.1M

    +4.8% shares

Largest sells

  • DT

    DYNATRACE INC

    −$22.9M

    -31.6% shares

  • CWAN

    CLEARWATER ANALYTICS HLDGS I

    −$22.7M

    Sold out, was 4.8% of the book

  • SAIL

    SAILPOINT INC

    −$20.8M

    -33.2% shares

  • WDAY

    WORKDAY INC

    −$15.4M

    -37.4% shares

  • GDDY

    GODADDY INC

    −$11.6M

    -22.6% shares

What was sold out, by size

  • 1 real positions, 0.25% of the book or more

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.