Keenan Capital, LLC

Keenan Capital, LLC is a hedge fund based in Burlingame, California, specializing in long/short equity strategies with a focus on technology and software companies. The firm builds a concentrated portfolio of 8-10 holdings, emphasizing fundamental analysis to identify businesses with superior growth prospects and strong competitive advantages. Keenan Capital actively manages risk and adapts to market dynamics as part of its investment approach.

The firm's investment philosophy centers on fundamental analysis, seeking out businesses with superior growth prospects and strong competitive advantages. Keenan Capital actively manages risk and adapts to market dynamics as part of its investment approach.

As of June 30, 2025, Keenan Capital reported assets under management of $428 million, with its largest positions comprising companies in software, e-commerce, and enterprise technology. The firm's portfolio includes holdings in Applovin Corp., Dynatrace Inc., Global E Online LTD, among others.