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Lane Generational LLC

SEC CIK
0001901384
Latest filing
Aug 13, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 10, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
35
+1 vs. Q4 2021
Portfolio value
$108.5M
−$7.67M (−6.6%) vs. Q4 2021
Filed
May 10, 2022
SEC
Holdings of Lane Generational LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock28,119$7.67M7.1%−4,886−14.8%ReducedHistory
XYZBlock, Inc.CL A55,445$7.52M6.9%+25,303+83.9%AddedHistory
MELIMercadolibre IncCOM5,528$6.58M6.1%+719+15.0%AddedHistory
AMZNAmazon Com IncStock1,973$6.43M5.9%+61+3.2%AddedHistory
MDTMedtronic plcStock56,203$6.24M5.7%+9,518+20.4%AddedHistory
MSFTMicrosoft CorpStock19,512$6.02M5.5%+501+2.6%AddedHistory
RVTYRevvity, Inc.COM33,486$5.84M5.4%+1,412+4.4%AddedHistory
NOWServiceNow, Inc.Stock9,861$5.49M5.1%+365+3.8%AddedHistory
ONEM1Life Healthcare IncCOM475,726$5.27M4.9%+159,147+50.3%AddedHistory
TWTRTwitter, Inc.COM131,744$5.10M4.7%+26,077+24.7%AddedHistory
ADBEAdobe Inc.Stock10,818$4.93M4.5%+364+3.5%AddedHistory
TGTTarget CorpStock21,858$4.64M4.3%−1,725−7.3%ReducedHistory
RPDRapid7, Inc.COM41,362$4.60M4.2%+8,600+26.2%AddedHistory
CWHCamping World Holdings, Inc.CL A150,554$4.21M3.9%+22,826+17.9%AddedHistory
ROPRoper Technologies IncStock8,636$4.08M3.8%+40+0.5%AddedHistory
POSHPoshmark, Inc.COM CL A272,474$3.45M3.2%−9,715−3.4%ReducedHistory
LULUlululemon athletica inc.Stock8,263$3.02M2.8%−2,174−20.8%ReducedHistory
TDOCTeladoc Health, Inc.COM37,223$2.69M2.5%−143−0.4%ReducedHistory
OROR Royalties Inc.COM164,972$2.18M2.0%+164,972NewHistory
FSLYFastly, Inc.CL A124,076$2.16M2.0%+18,773+17.8%AddedHistory
RIGTransocean Ltd.REGISTERED SHS434,001$1.98M1.8%+13,235+3.1%AddedHistory
AEMAgnico Eagle Mines LtdStock25,511$1.56M1.4%+25,511NewHistory
AAPLApple Inc.Stock6,126$1.07M1.0%00.0%UnchangedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF21,057$808.0K0.7%−930−4.2%Reduced–
iShares Tr46429B7470-5 YR TIPS ETF7,362$773.0K0.7%+4,003+119.2%Added–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR48,961$753.0K0.7%+2,502+5.4%AddedHistory
COSTCostco Wholesale CorpStock1,100$633.0K0.6%−9,812−89.9%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock850$502.0K0.5%−50−5.6%ReducedHistory
iShares Inc464286327MSCI GLB SLV&MTL35,226$501.0K0.5%+1,979+6.0%Added–
SLViShares Silver TrustETF21,641$495.0K0.5%+1,226+6.0%AddedHistory
Kraneshares Tr500767553CALIFORNIA CARB18,986$487.0K0.4%+18,986New–
Global X Uranium ETF37954Y871ETF13,669$358.0K0.3%+758+5.9%Added–
DGXQuest Diagnostics IncCOM2,178$298.0K0.3%00.0%UnchangedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE4,493$211.0K0.2%+4,493New–
ORTXOrchard Therapeutics plcADS10,828$8.00K<0.1%−5,104−32.0%ReducedHistory

Sold out since Q4 2021 (3)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Lane Generational LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
Kirkland Lake Gold Ltd49741E100COM32,160$1.35M1.2%–
MTCHMatch Group, Inc.COM1,757$232.0K0.2%History
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF1,970$200.0K0.2%–