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Lane Generational LLC

SEC CIK
0001901384
Latest filing
Aug 13, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 7, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
32
0 vs. Q1 2023
Portfolio value
$69.7M
−$9.34M (−11.8%) vs. Q1 2023
Filed
Aug 7, 2023
SEC
Holdings of Lane Generational LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
PSLVSprott Physical Silver TrustPHYSICAL SILVER17,007$132.5K0.2%00.0%UnchangedHistory
VanEck ETF Trust92189H805RARE EARTH AND S2,731$227.1K0.3%−35−1.3%Reduced–
DGXQuest Diagnostics IncCOM1,742$244.9K0.4%−48−2.7%ReducedHistory
Global X Uranium ETF37954Y871ETF11,726$254.5K0.4%−163−1.4%Reduced–
CLPTClearPoint Neuro, Inc.COM46,760$338.5K0.5%+46,760NewHistory
SLViShares Silver TrustETF17,312$361.6K0.5%−364−2.1%ReducedHistory
iShares Inc464286327MSCI GLB SLV&MTL40,427$390.3K0.6%−418−1.0%Reduced–
TMOThermo Fisher Scientific Inc.Stock850$443.5K0.6%00.0%UnchangedHistory
Kraneshares Tr500767553CALIFORNIA CARB20,913$531.6K0.8%−309−1.5%Reduced–
COSTCostco Wholesale CorpStock1,100$592.2K0.8%00.0%UnchangedHistory
iShares Tr46429B7470-5 YR TIPS ETF6,713$655.2K0.9%−1,262−15.8%Reduced–
VanEck ETF Trust92189F106GOLD MINERS ETF23,052$694.1K1.0%−281−1.2%Reduced–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR51,990$775.7K1.1%−1,342−2.5%ReducedHistory
AAPLApple Inc.Stock4,987$967.3K1.4%−57−1.1%ReducedHistory
SPIRSpire Global, Inc.COM CL A2,697,814$1.39M2.0%+1,104,625+69.3%AddedHistory
ROPRoper Technologies IncStock4,667$2.24M3.2%−3,228−40.9%ReducedHistory
MELIMercadolibre IncCOM1,981$2.35M3.4%−957−32.6%ReducedHistory
FSLYFastly, Inc.CL A158,477$2.50M3.6%−12,060−7.1%ReducedHistory
WTTRSelect Water Solutions, Inc.CL A COM319,241$2.59M3.7%−2,274−0.7%ReducedHistory
RPDRapid7, Inc.COM58,742$2.66M3.8%−2,063−3.4%ReducedHistory
EVAEnviva, LLCCOM282,003$3.06M4.4%+282,003NewHistory
NOWServiceNow, Inc.Stock5,495$3.09M4.4%−1,470−21.1%ReducedHistory
Silvercrest Metals Inc828363101COM544,354$3.19M4.6%+8,473+1.6%Added–
XYZBlock, Inc.CL A51,298$3.41M4.9%+239+0.5%AddedHistory
CVSCVS Health CorpStock54,241$3.75M5.4%+54,241NewHistory
RVTYRevvity, Inc.COM32,022$3.80M5.5%−582−1.8%ReducedHistory
AMZNAmazon Com IncStock29,507$3.85M5.5%−25,930−46.8%ReducedHistory
PLTRPalantir Technologies Inc.Stock291,755$4.47M6.4%−204,328−41.2%ReducedHistory
OXYOccidental Petroleum CorpStock77,430$4.55M6.5%+445+0.6%AddedHistory
OROR Royalties Inc.COM299,738$4.61M6.6%−73,659−19.7%ReducedHistory
AEMAgnico Eagle Mines LtdStock108,216$5.41M7.8%−3,457−3.1%ReducedHistory
RIGTransocean Ltd.REGISTERED SHS885,566$6.21M8.9%−2700.0%ReducedHistory

Sold out since Q1 2023 (3)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Lane Generational LLC sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
MSFTMicrosoft CorpStock17,443$5.03M6.4%History
PEverpure, Inc.CL A154,207$3.93M5.0%History
iShares Tr4642874571 3 YR TREAS BD3,676$302.0K0.4%–