In its 13F for Q1 2025 (holdings as of March 31, 2025, filed September 2, 2025), Gullane Capital, LLC reported 2 stock positions worth $73.1 million . Its top holding was Core Scientific (CORZ) at 99.4% of the portfolio, followed by Palantir Technologies Class A (PLTR, 0.6% ). Compared with Q4 2024, it reduced 1. The biggest sale was Core Scientific (CORZ, shares −19% ).
Location JACKSONVILLE, FL
CIK 0002068251
Portfolio Value $73.1M (Q1 2025) Holdings 2 stocks · $73.1M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2024 CORZ Core Scientific Inc. 10,038,876 $72.7M Reduce -19.2% PLTR Palantir Technologies Inc. Class A 5,232 $442K No change
Options reported separately and not counted above: CORZ calls ($31K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $6.7M (not counted above) Security Class Shares / Principal Value Change CORZW Core Scientific Inc. - 27 *W EXP 01/23/202 2,211,493 $6.7M Reduce -64.3%
Total filed on the 13F, all lines: $79.8M.
Portfolio Sells Q4 2024 → Q1 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▲ CORZ Core Scientific Inc. Reduce -19.2% 99.40% −0.38
Portfolio Buys Q4 2024 → Q1 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▼ None this quarter.
Options Activity Q4 2024 → Q1 2025 Security Type Change vs Q4 2024 Underlying Shares Value ▼ CORZ Core Scientific Inc. put Sold out 3,200 $535Kbefore exit CORZ Core Scientific Inc. call Reduce -74.0% 2,100 $31K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2024 → Q1 2025 Security Class Change vs Q4 2024 Shares / Principal Value ▼ CORZW Core Scientific Inc. - 27 *W EXP 01/23/202 Reduce -64.3% 2,211,493 $6.7M
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 3 $56.5M CORZ, PLTR, NEBIUS GROUP NV Q1 2026 3 $36.0M CORZ, PLTR, NEBIUS GROUP NV Q4 2025 2 $36.1M CORZ, PLTR Q3 2025 3 $60.3M CORZ, PLTR, NBIS Q2 2025 2 $177.0M CORZ, PLTR Q1 2025 2 $73.1M CORZ, PLTR Q4 2024 2 $174.9M CORZ, PLTR