Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

GOANNA CAPITAL MANAGEMENT LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

GOANNA CAPITAL MANAGEMENT LLC (CIK 2130895) reported $223.5M across 2 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPCX ($217.7M, 97.37%), NTSK ($5.9M, 2.63%), FIG ($0, 0.00%), FIGR ($0, 0.00%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPCXSPACE EXPLORATION TECHN CORP$217.7M97.37%1.3MNew
2NTSKNETSKOPE INC$5.9M2.63%538,614Added
3FIGFigma, Inc.$00.00%0Exited
4FIGRFigure Technology Solutions, Inc.$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30