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Institutional

GOANNA CAPITAL MANAGEMENT LLC

CIK 0002130895
$6.7M
Reported AUM
3
Positions
Q1 2026
Period
2026-05-08
Filed

The Brief · GOANNA CAPITAL MANAGEMENT LLC · Q1 2026

AI · grounded in 13F

GOANNA CAPITAL MANAGEMENT LLC reported no changes to its 13F holdings for 2026-03-31 relative to 2025-12-31.

Portfolio · Q1 2026

FIG$4.8MFIGR$1.1MNTSK$859,918GL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1FIGFigma, Inc.$21.75-3.38%-82.17%-69.05%$4.8M71.41%—HELD
2FIGRFigure Technology Solutions, Inc.$28.49-9.04%-12.34%-28.06%$1.1M15.81%—HELD
3NTSKNetskope Inc.$9.64-3.94%-60.99%-59.24%$860K12.78%—HELD

Source: SEC EDGAR · accession 0001104659-26-057823. 13F discloses long positions only — shorts, foreign equities, and options are excluded.