Gullane Capital, LLC reported 2 positions worth $55.94M for the quarter ended Jun 30, 2026, up 56.4% on the prior quarter. It opened 0 new positions, added to 0, trimmed 1 and exited 0. Its largest holding is Core Scientific, Inc. at 98.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CORZ Core Scientific, Inc. | -176.8K | -7.6% | $4.52M | 98.91% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CORZ Core Scientific, Inc. | Technology | 2.16M | $55.33M | 98.91% | -176.8K | -7.6% | Reduced | 0.66% |
| 2 | PLTR Palantir Technologies Inc. | Technology | 5,232 | $610.42K | 1.09% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Gullane Capital.
As of its Q2 2026 13F filing, Gullane Capital, LLC’s five largest positions were Core Scientific, Inc. (CORZ) at 98.9%, Palantir Technologies Inc. (PLTR) at 1.1% of the reported portfolio.
Gullane Capital, LLC reported a 13F portfolio worth $55.94M across 2 positions for Q2 2026. That is up 56.4% from the previous quarter.
Its largest sales by value were Core Scientific, Inc. ($4.52M). It exited 0 positions entirely.
From the Form 13F-HR reports Gullane Capital, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.