Livermore

Lane Generational LLC

SEC CIK
0001901384

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 13, 2026.SEC

Positions
43
+4 vs. Q1 2026
Total value
$113.92M
−$11.71M (−9.3%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Lane Generational LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
SPIRSPIRE GLOBAL INCCOM CL A NEW622,826$11.58M10.17%−133,076−17.6%ReducedView
CLPTCLEARPOINT NEURO INCCOM444,831$7.94M6.97%−42,018−8.6%ReducedView
AEMAGNICO EAGLE MINES LTD COMStock42,369$6.57M5.77%−3,073−6.8%ReducedView
DLODLOCAL LTDCLASS A COM473,687$6.16M5.40%−46,199−8.9%ReducedView
CDECOEUR MNG INCCOM NEW315,104$5.14M4.51%−36,230−10.3%ReducedView
OROR ROYALTIES INC.COM SHS152,745$4.83M4.24%−38,380−20.1%ReducedView
WEAVWEAVE COMMUNICATIONS INC COMStock757,302$4.54M3.98%−68,899−8.3%ReducedView
ESTCELASTIC N VORD SHS64,796$3.69M3.24%−20,516−24.0%ReducedView
FLYWFLYWIRE CORPORATIONCOM VTG202,499$3.56M3.12%−75,725−27.2%ReducedView
XYZBLOCK INCCL A46,667$3.55M3.11%−57,933−55.4%ReducedView
EVLVEVOLV TECHNOLOGIES HLDNGS INCOM CL A596,073$3.46M3.03%−194,773−24.6%ReducedView
GTLBGITLAB INCCLASS A COM112,816$3.44M3.02%−69,759−38.2%ReducedView
VANECK ETF TRUST92189F106GOLD MINERS ETF43,561$3.29M2.89%+27,360+168.9%Added–
OSCROSCAR HEALTH INCCL A110,947$3.16M2.78%−164,612−59.7%ReducedView
ZMZOOM COMMUNICATIONS INC CL AStock35,782$3.09M2.71%−12,806−26.4%ReducedView
AMZNAMAZON COM INC COMStock12,846$3.06M2.69%−8,926−41.0%ReducedView
NOWSERVICENOW INC COMStock27,311$2.71M2.38%−10,224−27.2%ReducedView
VOYGVOYAGER TECHNOLOGIES INCCOM CL A71,598$2.31M2.03%−22,848−24.2%ReducedView
STIMNEURONETICS INCCOM1,633,372$2.12M1.86%−141,252−8.0%ReducedView
DUOLDUOLINGO INCCL A COM17,307$1.99M1.75%−6,012−25.8%ReducedView
TEMTEMPUS AI INCCL A34,240$1.98M1.74%+34,240NewView
DCTHDELCATH SYS INCCOM NEW149,663$1.88M1.65%−55,429−27.0%ReducedView
PRCTPROCEPT BIOROBOTICS CORPCOM78,422$1.77M1.55%−24,760−24.0%ReducedView
ISHARES INC464286327MSCI GLB SLV&MTL57,167$1.76M1.55%+28,343+98.3%Added–
PROCURE ETF TRUST II74280R205SPACE ETF34,575$1.75M1.54%+34,575New–
MELIMERCADOLIBRE INCCOM928$1.58M1.38%−387−29.4%ReducedView
SHMDSCHMID GROUP N.V.EURO SHS CL A251,144$1.57M1.38%−23,473−8.5%ReducedView
AAPLAPPLE INC COMStock4,987$1.44M1.27%00.0%UnchangedView
PHYSSPROTT ASSET MANAGEMENT LPPHYSICAL GOLD TR45,858$1.38M1.21%00.0%UnchangedView
GLOBAL X FDS37954Y814FINTECH ETF55,700$1.38M1.21%+55,700New–
INVESCO EXCHANGE TRADED FD T46137V365S&P500 EQL ENR13,586$1.33M1.17%+13,586New–
SPDR SERIES TRUST78464A581ST STR SP HCEQ14,849$1.25M1.10%+14,849New–
ETF SER SOLUTIONS26922B394DEFIANCE DRONE A42,149$1.22M1.07%+42,149New–
GLOBAL X FDS37954Y392VDEO GAM ESPRT46,713$1.16M1.02%+46,713New–
PROSHARES TR74347B169ONLINE RTL ETF20,617$1.12M0.98%+20,617New–
COSTCOSTCO WHOLESALE CORPORATION COMStock1,100$1.03M0.90%00.0%UnchangedView
PSLVSPROTT ASSET MANAGEMENT LPPHYSICAL SILVER44,334$836.58K0.73%00.0%UnchangedView
GLOBAL X FDS37950E259GB MSCI AR ETF8,737$797.69K0.70%+8,737New–
DMRCDIGIMARC CORPCOM91,574$752.74K0.66%+91,574NewView
SPROTT FDS TR85208P402SPROTT CRITICAL18,010$561.19K0.49%00.0%Unchanged–
TMOTHERMO FISHER SCIENTIFIC INC COMStock850$426.16K0.37%00.0%UnchangedView
DGXQUEST DIAGNOSTICS INCCOM1,742$369.22K0.32%00.0%UnchangedView
GLOBAL X URANIUM ETF37954Y871ETF8,266$361.22K0.32%00.0%Unchanged–

Sold out since Q1 2026 (6)

Positions held at the end of Q1 2026 that are no longer in this filing.

Lane Generational LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
AMDADVANCED MICRO DEVICES INC COMStock18,585$3.78M3.01%
LUNRINTUITIVE MACHINES INCCLASS A COM174,026$3.23M2.57%
CPNGCOUPANG INCCL A167,326$3.16M2.51%
SSENTINELONE INCCL A213,023$2.74M2.18%
TEAMATLASSIAN CORPORATIONCL A26,907$1.84M1.46%
DMRCDIGIMARC CORP NEWCOM123,475$606.26K0.48%

13F filings by quarter

Lane Generational LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 13, 202643$113.92Mvs. Q1 2026SEC
Q1 2026May 14, 202639$125.63Mvs. Q4 2025SEC
Q4 2025Feb 12, 202634$110.36Mvs. Q3 2025SEC
Q3 2025Nov 4, 202531$120.4Mvs. Q2 2025SEC
Q2 2025Aug 1, 202532$107.2Mvs. Q1 2025SEC
Q1 2025May 6, 202533$88.1Mvs. Q4 2024SEC
Q4 2024Feb 7, 202532$102.39Mvs. Q3 2024SEC
Q3 2024Nov 13, 202430$80.32Mvs. Q2 2024SEC
Q2 2024Jul 31, 202432$84.41Mvs. Q1 2024SEC
Q1 2024May 13, 202431$84.75Mvs. Q4 2023SEC
Q4 2023Feb 8, 202430$80.4Mvs. Q3 2023SEC
Q3 2023Oct 19, 202333$80.97Mvs. Q2 2023SEC
Q2 2023Aug 7, 202332$69.74Mvs. Q1 2023SEC
Q1 2023May 1, 202332$79.07Mvs. Q4 2022SEC
Q4 2022Jan 31, 202334$69.17Mvs. Q3 2022SEC
Q3 2022Nov 2, 202232$70.63Mvs. Q2 2022SEC
Q2 2022Aug 4, 202232$74.82Mvs. Q1 2022SEC
Q1 2022May 10, 202235$108.53Mvs. Q4 2021SEC
Q4 2021Feb 7, 202234$116.2M–SEC