Gullane Capital, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Gullane Capital, LLC disclosed 4 US equity positions worth $59.1m in its Q2 2026 13F filing. The largest position was CORZ at 93.5% of the reported book, followed by CORZ and PLTR. Against the Q1 2026 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 4 holdings.
What did Gullane Capital, LLC own in Q2 2026? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | CORZ CORE SCIENTIFIC INC CL A | Technology | 93.5% | $55.3m | 2,162,036 | -8% | reduced |
| 2 | CORZ CORE SCIENTIFIC INC NEW WT | Technology | 4.5% | $2.7m | 141,057 | 0% | held |
| 3 | PLTR PALANTIR TECHNOLOGIES INC CL A | Technology | 1.0% | $610.4k | 5,232 | 0% | held |
| 4 | NEBIUS GROUP NV | 0.9% | $552.3k | 2,000 | 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.