Goanna Capital Management LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed April 28, 2026), Goanna Capital Management LLC reported 3 stock positions worth $11.6 million. Its top holding was Figma Class A (FIG) at 73.5% of the portfolio, followed by Netskope Class A (NTSK, 15.4%) and Figure Technology Solut Class A (FIGR, 11.1%).

Most Recent 13F
Q2 2026
Location
WEST PALM BEACH, FL
CIK
0002130895
Portfolio Value
$11.6M (Q4 2025)
SEC Filing
0001104659-26-049974 ↗ filed Apr 28, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2025: $11.6M $11.6M Q4 2025 Q1 2026: $6.7M Q1 2026 Q2 2026: $223.5M Q2 2026

Holdings 3 stocks · $11.6M

FIG Figma Inc. Class A 73.54% 227,320 $8.5M —
NTSK Netskope Inc. Class A 15.38% 101,286 $1.8M —
FIGR Figure Technology Solut Class A 11.08% 31,333 $1.3M —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$223.5MSPCX, NTSK
Q1 2026 3$6.7MFIG, FIGR, NTSK
Q4 2025 3$11.6MFIG, NTSK, FIGR