Gullane Capital, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Gullane Capital, LLC reported 3 stock positions worth $56.5 million. Its top holding was Core Scientific (CORZ) at 97.9% of the portfolio, followed by Palantir Technologies Class A (PLTR, 1.1%) and Nebius (1.0%). Compared with Q1 2026, it reduced 1. The biggest sale was Core Scientific (CORZ, shares −8%).

Most Recent 13F
Q2 2026
Location
JACKSONVILLE, FL
CIK
0002068251
Portfolio Value
$56.5M (Q2 2026)
SEC Filing
0002068251-26-000004 ↗ filed Aug 13, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $174.9M Q4 2024 Q1 2025: $73.1M Q1 2025 Q2 2025: $177.0M Q2 2025 Q3 2025: $60.3M Q3 2025 Q4 2025: $36.1M Q4 2025 Q1 2026: $36.0M Q1 2026 Q2 2026: $56.5M $56.5M Q2 2026

Holdings 3 stocks · $56.5M
CORZ Core Scientific Inc. 97.94% 2,162,036 $55.3M Reduce -7.6%
PLTR Palantir Technologies Inc. Class A 1.08% 5,232 $610K No change
NEBIUS GROUP NV 0.98% 2,000 $552K No change

Options reported separately and not counted above: CORZ calls ($91K).

Other holdings (1): bonds, preferreds, convertibles and warrants · $2.7M (not counted above)
SecurityClassShares / PrincipalValueChange
CORZW Core Scientific Inc. - 27 *W EXP 01/23/202 141,057$2.7MNo change

Total filed on the 13F, all lines: $59.1M.

Portfolio Sells Q1 2026 → Q2 2026
CORZ Core Scientific Inc. Reduce -7.6% 97.94% +0.65

Portfolio Buys Q1 2026 → Q2 2026
None this quarter.

Options Activity Q1 2026 → Q2 2026
CORZ Core Scientific Inc. put Sold out 2,550 $185Kbefore exit
CORZ Core Scientific Inc. call New 3,233 $91K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$56.5MCORZ, PLTR, NEBIUS GROUP NV
Q1 2026 3$36.0MCORZ, PLTR, NEBIUS GROUP NV
Q4 2025 2$36.1MCORZ, PLTR
Q3 2025 3$60.3MCORZ, PLTR, NBIS
Q2 2025 2$177.0MCORZ, PLTR
Q1 2025 2$73.1MCORZ, PLTR
Q4 2024 2$174.9MCORZ, PLTR