Vault-13

Gullane Capital, LLC

JACKSONVILLE, FL · CIK 2068251 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2021 · limited liability company

As an employer

$59.1m reported value +59.0% vs Q1 2026
4positions
100.0%in top 10
0 new 0 added 1 reduced 0 sold out vs Q1 2026

Options: 1 call positions ($90.8k notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 CORE SCIENTIFIC INC NEW COM CORZ CORZ 2,162,036 $55.3m93.55% 93.55% ReducedShares held: Q3 2025 3.3m, Q4 2025 2.4m, Q1 2026 2.3m, Q2 2026 2.2m -176.8k -176,813 -7.6%
2 CORE SCIENTIFIC INC NEW *W EXP 01/23/202 CORZW CORZW 141,057 $2.7m4.48% 4.48% UnchangedShares held: Q3 2025 78.3k, Q4 2025 141.1k, Q1 2026 141.1k, Q2 2026 141.1k
3 PALANTIR TECHNOLOGIES INC CL A PLTR PLTR 5,232 $610.4k1.03% 1.03% UnchangedShares held: Q3 2025 5.2k, Q4 2025 5.2k, Q1 2026 5.2k, Q2 2026 5.2k
4 NEBIUS GROUP NV COM COM 2,000 $552.3k0.93% 0.93% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 2.0k, Q2 2026 2.0k

Options (notional value)

UnderlyingTickerTypeShares controlled NotionalChange
CORE SCIENTIFIC INC NEW CORZ · Call CORZCall 3,233 $90.8k3.2k shares New