Keenan, LLC
Net seller this quarter
$142M
15
-$404K
4.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $1.6M | 1.13% | 0.00% | -2.1% | Q4 2025 |
 AMD | $786K | 0.56% | 0.00% | -2.7% | Q4 2025 |
 NVDA | $783K | 0.55% | 0.00% | -21.4% | Q4 2025 |
 AMZN | $711K | 0.50% | 0.00% | -5.9% | Q4 2025 |
 MRCY | $541K | 0.38% | 0.01% | New | Q2 2026 |
 AZN | $410K | 0.29% | Not reported | -4.6% | Q4 2025 |
 JNJ | $336K | 0.24% | 0.00% | -37.1% | Q4 2025 |
 GOOG | $293K | 0.21% | Not reported | New | Q2 2026 |
 TAK | $281K | 0.20% | 0.00% | Not reported | Q4 2025 |
 FLEX | $280K | 0.20% | 0.00% | New | Q2 2026 |
 MSFT | $268K | 0.19% | 0.00% | -2.4% | Q4 2025 |
 CHWY | $261K | 0.18% | 13299.00% | Not reported | Q4 2025 |
| GOOGL | $254K | 0.18% | 0.00% | -3.8% | Q1 2026 |
 INSM | $226K | 0.16% | 0.00% | Not reported | Q4 2025 |
 CLNE | $46.9K | 0.03% | 0.01% | -10.7% | Q4 2025 |
| Q1 2026 | |||||
| AAPL | $1.44M | 1.21% | 0.00% | +94.3% | Q4 2025 |
| NVDA | $868K | 0.73% | 0.00% | +7.9% | Q4 2025 |
| AMZN | $661K | 0.56% | 0.00% | +3.3% | Q4 2025 |
| JNJ | $514K | 0.43% | 0.00% | +53.1% | Q4 2025 |
| AZN | $447K | 0.38% | Not reported | Not reported | Q4 2025 |
 BFLY | $360K | 0.30% | Not reported | Not reported | Q4 2025 |
| CHWY | $359K | 0.30% | 13299.00% | Not reported | Q4 2025 |
| INSM | $347K | 0.29% | 0.00% | Not reported | Q4 2025 |
| TAK | $324K | 0.27% | 0.00% | Not reported | Q4 2025 |
| AMD | $283K | 0.24% | 0.00% | -12.1% | Q4 2025 |
| MSFT | $273K | 0.23% | 0.00% | +16.3% | Q4 2025 |
 META | $215K | 0.18% | Not reported | +1.4% | Q4 2025 |
| GOOGL | $213K | 0.18% | 0.00% | New | Q1 2026 |
| CLNE | $63.5K | 0.05% | 0.01% | +2.0% | Q4 2025 |
| Q4 2025 | |||||
| NVDA | $861K | 0.76% | 0.00% | New | Q4 2025 |
| AAPL | $792K | 0.70% | 0.00% | New | Q4 2025 |
| AMZN | $709K | 0.62% | 0.00% | New | Q4 2025 |
| CHWY | $440K | 0.39% | 13299.00% | New | Q4 2025 |
| AZN | $417K | 0.37% | Not reported | New | Q4 2025 |
| INSM | $369K | 0.32% | 0.00% | New | Q4 2025 |
| BFLY | $339K | 0.30% | Not reported | New | Q4 2025 |
| AMD | $339K | 0.30% | 0.00% | New | Q4 2025 |
| MSFT | $306K | 0.27% | 0.00% | New | Q4 2025 |
| JNJ | $284K | 0.25% | 0.00% | New | Q4 2025 |
| TAK | $273K | 0.24% | 0.00% | New | Q4 2025 |
| META | $245K | 0.22% | Not reported | New | Q4 2025 |
| CLNE | $52.7K | 0.05% | 0.01% | New | Q4 2025 |