# GOANNA CAPITAL MANAGEMENT LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2130895. Source: https://holderbook.com/funds/2130895-goanna-capital-management-llc/

- Reported value: $223.5M
- Positions: 2
- Weight of the ten largest: 100.0%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $217.7M | 1,273,870 | 97.4% | 1 |
| NETSKOPE INC | [NTSK](https://holderbook.com/stocks/NTSK/) | $5.9M | 538,614 | 2.6% | 3 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $223.5M | 2 |
| Q1 2026 | $6.7M | 3 |
| Q4 2025 | $11.6M | 3 |