Skip to main content

Lane Generational LLC

SEC CIK
0001901384
Latest filing
Aug 13, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
43
+4 vs. Q1 2026
Portfolio value
$113.9M
−$11.7M (−9.3%) vs. Q1 2026
Filed
Aug 13, 2026
SEC
Holdings of Lane Generational LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Global X Uranium ETF37954Y871ETF8,266$361.2K0.3%00.0%Unchanged–
DGXQuest Diagnostics IncCOM1,742$369.2K0.3%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock850$426.2K0.4%00.0%UnchangedHistory
Sprott FDS Tr85208P402SPROTT CRITICAL18,010$561.2K0.5%00.0%Unchanged–
DMRCDigimarc CorpCOM91,574$752.7K0.7%−31,901−25.8%ReducedHistory
Global X FDS37950E259GB MSCI AR ETF8,737$797.7K0.7%+8,737New–
PSLVSprott Physical Silver TrustPHYSICAL SILVER44,334$836.6K0.7%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock1,100$1.03M0.9%00.0%UnchangedHistory
ProShares Tr74347B169ONLINE RTL ETF20,617$1.12M1.0%+20,617New–
Global X FDS37954Y392VDEO GAM ESPRT46,713$1.16M1.0%+46,713New–
ETF Ser Solutions26922B394DEFIANCE DRONE A42,149$1.22M1.1%+42,149New–
SPDR Series Trust78464A581ST STR SP HCEQ14,849$1.25M1.1%+14,849New–
Invesco Exchange Traded FD T46137V365S&P500 EQL ENR13,586$1.33M1.2%+13,586New–
Global X FDS37954Y814FINTECH ETF55,700$1.38M1.2%+55,700New–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR45,858$1.38M1.2%00.0%UnchangedHistory
AAPLApple Inc.Stock4,987$1.44M1.3%00.0%UnchangedHistory
SHMDSCHMID Group N.V.EURO SHS CL A251,144$1.57M1.4%−23,473−8.5%ReducedHistory
MELIMercadolibre IncCOM928$1.58M1.4%−387−29.4%ReducedHistory
Procure ETF Trust II74280R205SPACE ETF34,575$1.75M1.5%+34,575New–
iShares Inc464286327MSCI GLB SLV&MTL57,167$1.76M1.5%+28,343+98.3%Added–
PRCTPROCEPT BioRobotics CorpCOM78,422$1.77M1.6%−24,760−24.0%ReducedHistory
DCTHDelcath Systems, Inc.COM NEW149,663$1.88M1.7%−55,429−27.0%ReducedHistory
TEMTempus AI, Inc.CL A34,240$1.98M1.7%+34,240NewHistory
DUOLDuolingo, Inc.CL A COM17,307$1.99M1.7%−6,012−25.8%ReducedHistory
STIMNeuronetics, Inc.COM1,633,372$2.12M1.9%−141,252−8.0%ReducedHistory
VOYGVoyager Technologies, Inc.COM CL A71,598$2.31M2.0%−22,848−24.2%ReducedHistory
NOWServiceNow, Inc.Stock27,311$2.71M2.4%−10,224−27.2%ReducedHistory
AMZNAmazon Com IncStock12,846$3.06M2.7%−8,926−41.0%ReducedHistory
ZMZoom Communications, Inc.Stock35,782$3.09M2.7%−12,806−26.4%ReducedHistory
OSCROscar Health, Inc.CL A110,947$3.16M2.8%−164,612−59.7%ReducedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF43,561$3.29M2.9%+27,360+168.9%Added–
GTLBGitlab Inc.CLASS A COM112,816$3.44M3.0%−69,759−38.2%ReducedHistory
EVLVEvolv Technologies Holdings, Inc.COM CL A596,073$3.46M3.0%−194,773−24.6%ReducedHistory
XYZBlock, Inc.CL A46,667$3.55M3.1%−57,933−55.4%ReducedHistory
FLYWFlywire CorpCOM VTG202,499$3.56M3.1%−75,725−27.2%ReducedHistory
ESTCElastic N.V.ORD SHS64,796$3.69M3.2%−20,516−24.0%ReducedHistory
WEAVWeave Communications, Inc.Stock757,302$4.54M4.0%−68,899−8.3%ReducedHistory
OROR Royalties Inc.COM SHS152,745$4.83M4.2%−38,380−20.1%ReducedHistory
CDECoeur Mining, Inc.COM NEW315,104$5.14M4.5%−36,230−10.3%ReducedHistory
DLOdLocal LtdCLASS A COM473,687$6.16M5.4%−46,199−8.9%ReducedHistory
AEMAgnico Eagle Mines LtdStock42,369$6.57M5.8%−3,073−6.8%ReducedHistory
CLPTClearPoint Neuro, Inc.COM444,831$7.94M7.0%−42,018−8.6%ReducedHistory
SPIRSpire Global, Inc.COM CL A NEW622,826$11.6M10.2%−133,076−17.6%ReducedHistory

Sold out since Q1 2026 (5)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Lane Generational LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
AMDAdvanced Micro Devices IncStock18,585$3.78M3.0%History
LUNRIntuitive Machines, Inc.CLASS A COM174,026$3.23M2.6%History
CPNGCoupang, Inc.CL A167,326$3.16M2.5%History
SSentinelOne, Inc.CL A213,023$2.74M2.2%History
TEAMAtlassian CorpCL A26,907$1.84M1.5%History