Goanna Capital Management LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Goanna Capital Management LLC reported 2 stock positions worth $223.5 million. Its top holding was Space Exploration Techn Class A (SPCX) at 97.4% of the portfolio, followed by Netskope Class A (NTSK, 2.6%). Compared with Q1 2026, it opened 1 new position, sold out of 2 and added to 1. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale an exit from Figma Class A (FIG).