Gullane Capital, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed September 2, 2025), Gullane Capital, LLC reported 2 stock positions worth $174.9 million. Its top holding was Core Scientific (CORZ) at 99.8% of the portfolio, followed by Palantir Technologies Class A (PLTR, 0.2%).

Most Recent 13F
Q2 2026
Location
JACKSONVILLE, FL
CIK
0002068251
Portfolio Value
$174.9M (Q4 2024)
SEC Filing
0002068251-25-000001 ↗ filed Sep 2, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $174.9M $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 Q2 2026

Holdings 2 stocks · $174.9M

CORZ Core Scientific Inc. 99.77% 12,420,195 $174.5M —
PLTR Palantir Technologies Inc. Class A 0.23% 5,232 $396K —

Options reported separately and not counted above: CORZ calls ($947K), CORZ puts ($535K).

Other holdings (1): bonds, preferreds, convertibles and warrants · $51.0M (not counted above)
SecurityClassShares / PrincipalValueChange
CORZW Core Scientific Inc. - 27 *W EXP 01/23/202 6,202,969$51.0M—

Total filed on the 13F, all lines: $225.9M.

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

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