GOANNA CAPITAL MANAGEMENT LLC — 13F holdings

GOANNA CAPITAL MANAGEMENT LLC reported 2 holdings worth $224M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SPCX SPACE EXPLORATION TECHN CORP — $218M (97.4%)
2. NTSK NETSKOPE INC — $5.89M (2.6%)