Goanna Capital Management Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Goanna Capital Management Llc disclosed 2 stock positions valued at approximately $223.54M as of quarter-end June 30, 2026. The largest holdings include SPACE EXPLORATION TECHN CORP and NETSKOPE INC.

Report Period
June 30, 2026
No. of Stocks
2
Portfolio Value
$223.54M
Holdings by Sector
Goanna Capital Management Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SPACE EXPLORATION TECHN CORPSPCXIndustrials97.37%1,273,870+1,273,870+100.00%$217,653,428
NETSKOPE INCNTSKTechnology2.63%538,614+437,328+431.78%$5,887,051
Showing 2 of 2 holdings in the latest reporting period.