Gullane Capital, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Gullane Capital, LLC disclosed 3 US equity positions worth $185.0m in its Q2 2025 13F filing. The largest position was CORZ at 95.3% of the reported book, followed by CORZ and PLTR. Against the Q1 2025 filing, it opened 0 new positions, added to 1 and reduced 1 among the top 3 holdings.
What did Gullane Capital, LLC own in Q2 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CORZ CORE SCIENTIFIC INC CL A | Technology | 95.3% | $176.2m | 10,324,773 | 3% | added |
| 2 | CORZ CORE SCIENTIFIC INC NEW WT EXP | 4.3% | $8.0m | 738,734 | -67% | reduced | |
| 3 | PLTR PALANTIR TECHNOLOGIES INC CL A | Technology | 0.4% | $713.2k | 5,232 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.