GOANNA CAPITAL MANAGEMENT LLC

CIK 2130895 · View on SEC EDGAR ↗

Portfolio value
$223.5M
#6,081 of 9,443 by 13F value · top 64.4%
Positions
2
As of
June 30, 2026

Portfolio value QoQ: +3221.9% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
2
Effective number of positions
1.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 5.1% Est. buys $222,433,423 · sells $5,869,300

New positions
1
Increased
1
Decreased
0
Closed
2
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Performance vs S&P 500

Tracked Q4 2025–Q2 2026
-46.5%
S&P 500 total return (same window)
+8.7%
Excess return
-55.2%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Technology
2.6%
Other/Unmapped
97.4%

Full portfolio 2 positions

Type Streak 8Q trend
Unknown issuer (CUSIP: 84615Q103) $217,653,428 97.37% 1,273,870 Up ×1
NTSK Netskope, Inc. - Class A Common Stock $5,887,051 2.63% 538,614 $5,027,133 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
Unknown issuer (CUSIP: 84615Q103) $217,653,428 1,273,870 97.37%

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
FIG June 30, 2026 227,320 $4,805,545 48.5%
FIGR June 30, 2026 31,333 $1,063,755 26.1%