Lane Generational LLC 13F holdings
Lane Generational LLC reported 39 positions with a total reported value of $113.9M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: SPIR SPIRE GLOBAL INC (10.2%), CLPT CLEARPOINT NEURO INC (7.0%), AEM AGNICO EAGLE MINES LTD (5.8%), DLO DLOCAL LTD (5.4%), COEUR MNG INC (4.5%). Against 2026-03-31 it opened 6 new positions and exited 5. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 39 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPIR SPIRE GLOBAL INC | 622,826 | $11.6M | 10.2% |
| CLPT CLEARPOINT NEURO INC | 444,831 | $7.9M | 7.0% |
| AEM AGNICO EAGLE MINES LTD | 42,369 | $6.6M | 5.8% |
| DLO DLOCAL LTD | 473,687 | $6.2M | 5.4% |
| COEUR MNG INC | 315,104 | $5.1M | 4.5% |
| OR OR ROYALTIES INC. | 152,745 | $4.8M | 4.2% |
| WEAV WEAVE COMMUNICATIONS INC | 757,302 | $4.5M | 4.0% |
| ESTC ELASTIC N V | 64,796 | $3.7M | 3.2% |
| GLOBAL X FDS | 119,416 | $3.7M | 3.2% |
| FLYW FLYWIRE CORPORATION | 202,499 | $3.6M | 3.1% |
| XYZ BLOCK INC | 46,667 | $3.5M | 3.1% |
| EVLV EVOLV TECHNOLOGIES HLDNGS IN | 596,073 | $3.5M | 3.0% |
| GTLB GITLAB INC | 112,816 | $3.4M | 3.0% |
| VANECK ETF TRUST | 43,561 | $3.3M | 2.9% |
| OSCR OSCAR HEALTH INC | 110,947 | $3.2M | 2.8% |
| ZM ZOOM COMMUNICATIONS INC | 35,782 | $3.1M | 2.7% |
| AMZN AMAZON COM INC | 12,846 | $3.1M | 2.7% |
| NOW SERVICENOW INC | 27,311 | $2.7M | 2.4% |
| VOYG VOYAGER TECHNOLOGIES INC | 71,598 | $2.3M | 2.0% |
| SPROTT ASSET MANAGEMENT LP | 90,192 | $2.2M | 1.9% |
| STIM NEURONETICS INC | 1,633,372 | $2.1M | 1.9% |
| DUOL DUOLINGO INC | 17,307 | $2.0M | 1.7% |
| TEM TEMPUS AI INC | 34,240 | $2.0M | 1.7% |
| DCTH DELCATH SYS INC | 149,663 | $1.9M | 1.7% |
| PRCT PROCEPT BIOROBOTICS CORP | 78,422 | $1.8M | 1.6% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 6 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| TEM TEMPUS AI INC | 34,240 | $2.0M | 1.7% |
| PROCURE ETF TRUST II | 34,575 | $1.8M | 1.5% |
| INVESCO EXCHANGE TRADED FD T | 13,586 | $1.3M | 1.2% |
| SPDR SERIES TRUST | 14,849 | $1.3M | 1.1% |
| ETF SER SOLUTIONS | 42,149 | $1.2M | 1.1% |
| PROSHARES TR | 20,617 | $1.1M | 1.0% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 5 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| GLOBAL X FDS | 8,266 | 119,416 | +1,344.7% | $3.7M |
| VANECK ETF TRUST | 16,201 | 43,561 | +168.9% | $3.3M |
| ISHARES INC | 28,824 | 57,167 | +98.3% | $1.8M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| OSCR OSCAR HEALTH INC | 275,559 | 110,947 | -59.7% | $3.2M |
| XYZ BLOCK INC | 104,600 | 46,667 | -55.4% | $3.5M |
| SPIR SPIRE GLOBAL INC | 755,902 | 622,826 | -17.6% | $11.6M |
| GTLB GITLAB INC | 182,575 | 112,816 | -38.2% | $3.4M |
| AMZN AMAZON COM INC | 21,772 | 12,846 | -41.0% | $3.1M |
| FLYW FLYWIRE CORPORATION | 278,224 | 202,499 | -27.2% | $3.6M |
| OR OR ROYALTIES INC. | 191,125 | 152,745 | -20.1% | $4.8M |
| ESTC ELASTIC N V | 85,312 | 64,796 | -24.0% | $3.7M |
| EVLV EVOLV TECHNOLOGIES HLDNGS IN | 790,846 | 596,073 | -24.6% | $3.5M |
| ZM ZOOM COMMUNICATIONS INC | 48,588 | 35,782 | -26.4% | $3.1M |
| NOW SERVICENOW INC | 37,535 | 27,311 | -27.2% | $2.7M |
| CLPT CLEARPOINT NEURO INC | 486,849 | 444,831 | -8.6% | $7.9M |
CIK 1901384 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
