Gullane Capital, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed September 2, 2025), Gullane Capital, LLC reported 2 stock positions worth $177.0 million. Its top holding was Core Scientific (CORZ) at 99.6% of the portfolio, followed by Palantir Technologies Class A (PLTR, 0.4%). Compared with Q1 2025, it added to 1. The biggest buy was Core Scientific (CORZ, shares +3%).

Most Recent 13F
Q2 2026
Location
JACKSONVILLE, FL
CIK
0002068251
Portfolio Value
$177.0M (Q2 2025)
SEC Filing
0002068251-25-000003 ↗ filed Sep 2, 2025

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 $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 · $177.0M
CORZ Core Scientific Inc. 99.60% 10,324,773 $176.2M Add +2.9%
PLTR Palantir Technologies Inc. Class A 0.40% 5,232 $713K No change

Options reported separately and not counted above: CORZ calls ($3.3M), CORZ puts ($17K).

Other holdings (1): bonds, preferreds, convertibles and warrants · $8.0M (not counted above)
SecurityClassShares / PrincipalValueChange
CORZW Core Scientific Inc. - 27 *W EXP 01/23/202 738,734$8.0MReduce -66.6%

Total filed on the 13F, all lines: $185.0M.

Portfolio Sells Q1 2025 → Q2 2025
None this quarter.

Portfolio Buys Q1 2025 → Q2 2025
CORZ Core Scientific Inc. Add +2.9% 99.60% +0.20

Options Activity Q1 2025 → Q2 2025
CORZ Core Scientific Inc. call Add +376.2% 10,001 $3.3M
CORZ Core Scientific Inc. put New 2,000 $17K

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

Notes & Other Activity Q1 2025 → Q2 2025
CORZW Core Scientific Inc. - 27 *W EXP 01/23/202 Reduce -66.6% 738,734 $8.0M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages 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