Gullane Capital, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Gullane Capital, LLC reported 3 stock positions worth $60.3 million. Its top holding was Core Scientific (CORZ) at 98.0% of the portfolio, followed by Palantir Technologies Class A (PLTR, 1.6%) and Nebius (NBIS, 0.4%). Compared with Q2 2025, it opened 1 new position and reduced 1. The biggest buy was a new position in Nebius (NBIS) and the biggest sale Core Scientific (CORZ, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- JACKSONVILLE, FL
- CIK
- 0002068251
- Portfolio Value
- $60.3M (Q3 2025)
- SEC Filing
- 0002068251-25-000004 ↗ filed Nov 14, 2025
Holdings Value
Holdings 3 stocks · $60.3M
| CORZ Core Scientific Inc. | 98.05% | 3,295,979 | $59.1M | Reduce -68.1% |
| PLTR Palantir Technologies Inc. Class A | 1.58% | 5,232 | $954K | No change |
| NBIS Nebius Group NV | 0.37% | 2,000 | $225K | New |
Options reported separately and not counted above: CORZ puts ($896K), CORZ calls ($495K).
Other holdings (2): bonds, preferreds, convertibles and warrants · $984K (not counted above)
Total filed on the 13F, all lines: $61.3M.
Portfolio Sells Q2 2025 → Q3 2025
| CORZ Core Scientific Inc. | Reduce -68.1% | 98.05% | −1.55 |
Portfolio Buys Q2 2025 → Q3 2025
| NBIS Nebius Group NV | New | 0.37% | +0.37 |
Options Activity Q2 2025 → Q3 2025
| CORZ Core Scientific Inc. | put | Add +250.0% | 7,000 | $896K |
| CORZ Core Scientific Inc. | call | Reduce -50.0% | 5,000 | $495K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q2 2025 → Q3 2025
| CORZW Core Scientific Inc. - 27 | *W EXP 01/23/202 | Reduce -89.4% | 78,322 | $911K |
| CORZZ Core Scientific Inc. - 29 | *W EXP 01/23/202 | New | 4,068 | $73K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.