Gullane Capital, LLC

CIK 0002068251 · JACKSONVILLE, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗

Gullane Capital, LLC reported 5 positions worth $59.2M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: CORZ (93.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$59.2M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

5 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	CORZ	CORE SCIENTIFIC INC CL A	SH	$55.3M	93.41%	2,162,036	—	—
▸ 2	CORZW	CORE SCIENTIFIC INC NEW WT	SH	$2.7M	4.48%	141,057	—	—
▸ 3	PLTR	PALANTIR TECHNOLOGIES INC CL A	SH	$610.4K	1.03%	5,232	—	—
▸ 4	009805522	NEBIUS GROUP NV	SH	$552.3K	0.93%	2,000	—	—
▸ 5	CORZ	CORE SCIENTIFIC INC CL A	CALL	$90.8K	0.15%	3,233	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Gullane Capital, LLC hold as of Q2 2026?

Gullane Capital, LLC reported 5 positions worth $59.2M in its Q2 2026 13F filing. Largest positions: CORZ (93.4%), CORZW (4.5%), PLTR (1.0%), NEBIUS GROUP NV (0.9%) and CORZ (0.2%).

What did Gullane Capital, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Gullane Capital, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.