Goanna Capital Management LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Goanna Capital Management LLC reported 3 stock positions worth $6.7 million. Its top holding was Figma Class A (FIG) at 71.4% of the portfolio, followed by Figure Technology Solut Class A (FIGR, 15.8%) and Netskope Class A (NTSK, 12.8%). Its holdings were unchanged from Q4 2025.

Most Recent 13F
Q2 2026
Location
WEST PALM BEACH, FL
CIK
0002130895
Portfolio Value
$6.7M (Q1 2026)
SEC Filing
0001104659-26-057823 ↗ filed May 8, 2026

Holdings Value

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

Holdings 3 stocks · $6.7M
FIG Figma Inc. Class A 71.41% 227,320 $4.8M No change
FIGR Figure Technology Solut Class A 15.81% 31,333 $1.1M No change
NTSK Netskope Inc. Class A 12.78% 101,286 $860K No change

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
None this quarter.

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