Gullane Capital, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Gullane Capital, LLC disclosed 5 US equity positions worth $61.3m in its Q3 2025 13F filing. The largest position was CORZ at 96.5% of the reported book, followed by PLTR and CORZ. Against the Q2 2025 filing, it opened 2 new positions, added to 0 and reduced 2 among the top 5 holdings.
What did Gullane Capital, LLC own in Q3 2025? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CORZ CORE SCIENTIFIC INC CL A | Technology | 96.5% | $59.1m | 3,295,979 | -68% | reduced |
| 2 | PLTR PALANTIR TECHNOLOGIES INC CL A | Technology | 1.6% | $954.4k | 5,232 | 0% | held |
| 3 | CORZ CORE SCIENTIFIC INC NEW WT | 1.5% | $910.9k | 78,322 | -89% | reduced | |
| 4 | NBIS NEBIUS GROUP N.V. | Communication Services | 0.4% | $224.5k | 2,000 | – | new |
| 5 | CORE SCIENTIFIC INC NEW WT | 0.1% | $73.0k | 4,068 | – | new |
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.