Goanna Capital Management LLC 13F Holdings · Q2 2026
Goanna Capital Management LLC reported 2 securities worth $223.54M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPCX (97.37%), NTSK (2.63%), FIG (0.00%). Among its top 25 positions this quarter: 1 new, 1 added, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | $217.7M | 97.37% | 1.3M | New |
| 2 | NTSK | NETSKOPE INC | $5.9M | 2.63% | 538,614 | Added |
| 3 | FIG | Figma, Inc. | $0 | 0.00% | 0 | Exited |
| 4 | FIGR | Figure Technology Solutions, Inc. | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR