Gullane Capital, LLC
Gullane Capital, LLC reported 4 US-listed holdings worth $59.1 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Core Scientific Inc. New (93.5%), Core Scientific Inc. New (4.5%) and Palantir Technologies Inc. (1.0%). Against the quarter before, it opened 0 positions, added to 0, trimmed 1 and sold out of 0.
The 4 largest of its 4 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +77.2% over the 6 quarters to 30 June 2026, against +27.4% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Trimmed 1
- Core Scientific Inc. New CORZ-176,813 shares · -8%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Core Scientific Inc. New CORZ | 2.2M | $55.3 million | 93.55% | -176.8K |
| Core Scientific Inc. New CORZW | 141.1K | $2.7 million | 4.48% | no change |
| Palantir Technologies Inc. PLTR | 5.2K | $610,417 | 1.03% | no change |
| Nebius Group NV | 2.0K | $552,340 | 0.93% | no change |
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Change is shares against its 13F for the quarter before.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Core Scientific Inc. New CORZ | Calls | 3.2K | $90,760 |
1 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.