Goanna Capital Management LLC
Net buyer this quarter
$224M
2
+$217M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPCX | $218M | 97.37% | Not reported | New | Q2 2026 |
 NTSK | $5.89M | 2.63% | Not reported | +431.8% | Q4 2025 |
| Q1 2026 | |||||
 FIG | $4.81M | 71.41% | Not reported | Not reported | Q4 2025 |
 FIGR | $1.06M | 15.81% | Not reported | Not reported | Q4 2025 |
| NTSK | $860K | 12.78% | Not reported | Not reported | Q4 2025 |
| Q4 2025 | |||||
| FIG | $8.49M | 73.54% | Not reported | New | Q4 2025 |
| NTSK | $1.78M | 15.38% | Not reported | New | Q4 2025 |
| FIGR | $1.28M | 11.08% | Not reported | New | Q4 2025 |