StockDriftsStockDriftsTop 2 Gullane Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CORZ | CORE SCIENTIFIC INC CL A | 93.55% | 2.16M | $55.3M | -7.56%(-176.81K) | $12.95(+52.68%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 1.03% | 5.2K | $610K | +0.00%(+0) | $56.41(+217.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +79.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +89.50% |
Gullane Capital LLC reports $59.23M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are CORZ (93.5%) and PLTR (1.0%). The top 20 holdings account for 94.58% of reported assets. Its disclosed equity book has returned +79.97% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gullane Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2068251). View Gullane Capital LLC’s 13F filings on SEC