Lane Generational LLC
- SEC CIK
- 0001901384
- Latest filing
- Aug 13, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 39
- +5 vs. Q4 2025
- Portfolio value
- $125.6M
- +$15.3M (+13.8%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPIRSpire Global, Inc. | COM CL A NEW | 755,902 | $9.51M | 7.6% | +10,685+1.4% | Added | History |
| AEMAgnico Eagle Mines Ltd | Stock | 45,442 | $9.22M | 7.3% | −13,270−22.6% | Reduced | History |
| OROR Royalties Inc. | COM SHS | 191,125 | $7.27M | 5.8% | −67,147−26.0% | Reduced | History |
| DLOdLocal Ltd | CLASS A COM | 519,886 | $6.74M | 5.4% | +12,629+2.5% | Added | History |
| CDECoeur Mining, Inc. | COM NEW | 351,334 | $6.59M | 5.2% | −50,895−12.7% | Reduced | History |
| XYZBlock, Inc. | CL A | 104,600 | $6.29M | 5.0% | +25,201+31.7% | Added | History |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 790,846 | $4.78M | 3.8% | +790,846 | New | History |
| AMZNAmazon Com Inc | Stock | 21,772 | $4.53M | 3.6% | +4,003+22.5% | Added | History |
| CLPTClearPoint Neuro, Inc. | COM | 486,849 | $4.43M | 3.5% | +146,242+42.9% | Added | History |
| ESTCElastic N.V. | ORD SHS | 85,312 | $4.26M | 3.4% | +85,312 | New | History |
| GTLBGitlab Inc. | CLASS A COM | 182,575 | $3.95M | 3.1% | +182,575 | New | History |
| NOWServiceNow, Inc. | Stock | 37,535 | $3.92M | 3.1% | +37,535 | New | History |
| ZMZoom Communications, Inc. | Stock | 48,588 | $3.91M | 3.1% | −60.0% | Reduced | History |
| WEAVWeave Communications, Inc. | Stock | 826,201 | $3.82M | 3.0% | +316,667+62.1% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 18,585 | $3.78M | 3.0% | −293−1.6% | Reduced | History |
| FLYWFlywire Corp | COM VTG | 278,224 | $3.24M | 2.6% | +182,981+192.1% | Added | History |
| LUNRIntuitive Machines, Inc. | CLASS A COM | 174,026 | $3.23M | 2.6% | +2,946+1.7% | Added | History |
| OSCROscar Health, Inc. | CL A | 275,559 | $3.16M | 2.5% | +55,140+25.0% | Added | History |
| CPNGCoupang, Inc. | CL A | 167,326 | $3.16M | 2.5% | +167,326 | New | History |
| SSentinelOne, Inc. | CL A | 213,023 | $2.74M | 2.2% | +213,023 | New | History |
| PRCTPROCEPT BioRobotics Corp | COM | 103,182 | $2.58M | 2.1% | +46,358+81.6% | Added | History |
| STIMNeuronetics, Inc. | COM | 1,774,624 | $2.57M | 2.0% | +69,427+4.1% | Added | History |
| DUOLDuolingo, Inc. | CL A COM | 23,319 | $2.30M | 1.8% | +23,319 | New | History |
| MELIMercadolibre Inc | COM | 1,315 | $2.27M | 1.8% | +23+1.8% | Added | History |
| VOYGVoyager Technologies, Inc. | COM CL A | 94,446 | $2.21M | 1.8% | +1,540+1.7% | Added | History |
| DCTHDelcath Systems, Inc. | COM NEW | 205,092 | $1.90M | 1.5% | +7,402+3.7% | Added | History |
| TEAMAtlassian Corp | CL A | 26,907 | $1.84M | 1.5% | +26,907 | New | History |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 45,858 | $1.63M | 1.3% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 16,201 | $1.49M | 1.2% | 00.0% | Unchanged | – |
| SHMDSCHMID Group N.V. | EURO SHS CL A | 274,617 | $1.46M | 1.2% | +274,617 | New | History |
| AAPLApple Inc. | Stock | 4,987 | $1.27M | 1.0% | −17−0.3% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 1,100 | $1.10M | 0.9% | 00.0% | Unchanged | History |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 44,334 | $1.08M | 0.9% | 00.0% | Unchanged | History |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 28,824 | $1.02M | 0.8% | −3,554−11.0% | Reduced | – |
| DMRCDigimarc Corp | COM | 123,475 | $606.3K | 0.5% | +1,299+1.1% | Added | History |
| Sprott FDS Tr85208P402 | SPROTT CRITICAL | 18,010 | $595.8K | 0.5% | 00.0% | Unchanged | – |
| TMOThermo Fisher Scientific Inc. | Stock | 850 | $417.8K | 0.3% | 00.0% | Unchanged | History |
| Global X Uranium ETF37954Y871 | ETF | 8,266 | $400.3K | 0.3% | 00.0% | Unchanged | – |
| DGXQuest Diagnostics Inc | COM | 1,742 | $341.4K | 0.3% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (4)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| NBISNebius Group N.V. | Stock | 89,685 | $7.51M | 6.8% | History |
| WTTRSelect Water Solutions, Inc. | CL A COM | 367,818 | $3.87M | 3.5% | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 40,812 | $3.44M | 3.1% | History |
| VVVValvoline Inc | COM | 75,092 | $2.18M | 2.0% | History |