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Portfolio (Quarterly) Guide ↗

Gullane Capital, LLC

· CIK 0002068251
13F Portfolio $59M AUM 8 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 5 New
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CORZ CORE SCIENTIFIC INC CL A Technology 2,162,036.0 $55.3M 93.41% NEW $25.59 -30.4%
2 CORE SCIENTIFIC INC NEW WT 141,057.0 $2.7M 4.48% NEW $18.80
3 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 5,232.0 $610K 1.03% NEW $116.67 +54.2%
4 NEBIUS GROUP NV 2,000.0 $552K 0.93% NEW $276.17
5 CORZ CALL CORE SCIENTIFIC INC CL A Technology 3,233.0 $91K 0.15% NEW $28.07 -36.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 100.0%