joe digs

The Sixty-Nine Days · claim L2

LEADNominated or unverified. Being chased.

Three DXYZ vehicles report 1,032,385 units of SpaceX exposure at June 30. Goanna reports 1,273,870 SpaceX shares under sole discretion on the same date. The difference is exactly the fourth number an earlier telling supplied to make them match. No public filing connects the two. Whether there is any relationship at all is being chased.

The document

Document
DXYZ NPORT-P June 30, 2026 and Goanna Capital Management 13F-HR June 30, 2026
Accession
0001493152-26-038300
Archived
primaries/glm-oai-cache-2026-08-31/goanna-infotable.xml

Who read it

joedigs 2026-09-03. Unit counts are LLC units, not shares; they rose fivefold between March and June in step with a SpaceX split.