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Lane Generational LLC

SEC CIK
0001901384
Latest filing
Aug 13, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 4, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
32
−3 vs. Q1 2022
Portfolio value
$74.8M
−$33.7M (−31.1%) vs. Q1 2022
Filed
Aug 4, 2022
SEC
Holdings of Lane Generational LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
NOWServiceNow, Inc.Stock10,068$4.79M6.4%+207+2.1%AddedHistory
RVTYRevvity, Inc.COM33,204$4.72M6.3%−282−0.8%ReducedHistory
RPDRapid7, Inc.COM70,562$4.71M6.3%+29,200+70.6%AddedHistory
MSFTMicrosoft CorpStock18,209$4.68M6.3%−1,303−6.7%ReducedHistory
AEMAgnico Eagle Mines LtdStock97,346$4.46M6.0%+71,835+281.6%AddedHistory
AMZNAmazon Com IncStock37,920$4.03M5.4%−1,540−3.9%ReducedConverted for a 20-for-1 splitHistory
NVDANVIDIA CorpStock26,178$3.97M5.3%−1,941−6.9%ReducedHistory
XYZBlock, Inc.CL A63,257$3.89M5.2%+7,812+14.1%AddedHistory
OROR Royalties Inc.COM378,731$3.83M5.1%+213,759+129.6%AddedHistory
ADBEAdobe Inc.Stock10,164$3.72M5.0%−654−6.0%ReducedHistory
ONEM1Life Healthcare IncCOM454,035$3.56M4.8%−21,691−4.6%ReducedHistory
MELIMercadolibre IncCOM5,181$3.30M4.4%−347−6.3%ReducedHistory
ROPRoper Technologies IncStock8,077$3.19M4.3%−559−6.5%ReducedHistory
CWHCamping World Holdings, Inc.CL A140,087$3.02M4.0%−10,467−7.0%ReducedHistory
TGTTarget CorpStock20,278$2.86M3.8%−1,580−7.2%ReducedHistory
Silvercrest Metals Inc828363101COM464,776$2.84M3.8%+464,776New–
POSHPoshmark, Inc.COM CL A261,146$2.64M3.5%−11,328−4.2%ReducedHistory
RIGTransocean Ltd.REGISTERED SHS789,711$2.63M3.5%+355,710+82.0%AddedHistory
FSLYFastly, Inc.CL A146,615$1.70M2.3%+22,539+18.2%AddedHistory
TDOCTeladoc Health, Inc.COM35,991$1.20M1.6%−1,232−3.3%ReducedHistory
AAPLApple Inc.Stock5,552$759.0K1.0%−574−9.4%ReducedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR42,924$609.0K0.8%−6,037−12.3%ReducedHistory
iShares Tr46429B7470-5 YR TIPS ETF5,664$574.0K0.8%−1,698−23.1%Reduced–
VanEck ETF Trust92189F106GOLD MINERS ETF19,532$535.0K0.7%−1,525−7.2%Reduced–
COSTCostco Wholesale CorpStock1,100$527.0K0.7%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock850$462.0K0.6%00.0%UnchangedHistory
Kraneshares Tr500767553CALIFORNIA CARB17,487$454.0K0.6%−1,499−7.9%Reduced–
SLViShares Silver TrustETF18,721$349.0K0.5%−2,920−13.5%ReducedHistory
iShares Inc464286327MSCI GLB SLV&MTL30,556$302.0K0.4%−4,670−13.3%Reduced–
DGXQuest Diagnostics IncCOM2,178$290.0K0.4%00.0%UnchangedHistory
Global X Uranium ETF37954Y871ETF11,889$221.0K0.3%−1,780−13.0%Reduced–
ORTXOrchard Therapeutics plcADS10,828$6.00K<0.1%00.0%UnchangedHistory

Sold out since Q1 2022 (4)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Lane Generational LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
MDTMedtronic plcStock56,203$6.24M5.7%History
TWTRTwitter, Inc.COM131,744$5.10M4.7%History
LULUlululemon athletica inc.Stock8,263$3.02M2.8%History
VanEck ETF Trust92189F791JUNIOR GOLD MINE4,493$211.0K0.2%–