Lane Generational LLC
Net seller this quarter
$114M
32
-$49.6M
50.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPIR | $11.6M | 10.17% | Not reported | -17.6% | Q4 2022 |
 CLPT | $7.94M | 6.97% | 1.46% | -8.6% | Q2 2023 |
 AEM | $6.57M | 5.77% | 0.01% | -6.8% | Q1 2022 |
 DLO | $6.16M | 5.40% | 0.16% | -8.9% | Q2 2024 |
 CDE | $5.14M | 4.51% | 0.03% | -10.3% | Q1 2025 |
 OR | $4.83M | 4.24% | 0.08% | -20.1% | Q2 2025 |
 WEAV | $4.54M | 3.98% | 0.95% | -8.3% | Q2 2025 |
 ESTC | $3.69M | 3.24% | 0.06% | -24.1% | Q1 2026 |
 FLYW | $3.56M | 3.12% | 0.17% | -27.2% | Q3 2025 |
 XYZ | $3.55M | 3.11% | Not reported | -55.4% | Q4 2021 |
 EVLV | $3.46M | 3.03% | 0.33% | -24.6% | Q1 2026 |
 GTLB | $3.44M | 3.02% | Not reported | -38.2% | Q1 2026 |
 OSCR | $3.16M | 2.78% | Not reported | -59.7% | Q2 2025 |
 ZM | $3.09M | 2.71% | Not reported | -26.4% | Q4 2023 |
 AMZN | $3.06M | 2.69% | 0.00% | -41.0% | Q4 2021 |
 NOW | $2.71M | 2.38% | 0.00% | -27.2% | Q4 2021 |
 VOYG | $2.31M | 2.03% | Not reported | -24.2% | Q4 2025 |
 STIM | $2.12M | 1.86% | 2.14% | -8.0% | Q4 2025 |
 DUOL | $1.99M | 1.75% | 0.10% | -25.8% | Q1 2026 |
 TEM | $1.98M | 1.74% | Not reported | New | Q2 2026 |
 DCTH | $1.88M | 1.65% | 0.43% | -27.0% | Q4 2025 |
 PRCT | $1.77M | 1.55% | 0.14% | -24.0% | Q4 2025 |
 MELI | $1.58M | 1.38% | 0.00% | -29.4% | Q4 2021 |
 SHMD | $1.57M | 1.38% | 0.58% | -8.6% | Q1 2026 |
 AAPL | $1.44M | 1.27% | 0.00% | Not reported | Q4 2021 |
 PHYS | $1.38M | 1.21% | 0.01% | Not reported | Q4 2021 |
 HERO | $1.16M | 1.02% | 0.23% | New | Q2 2026 |
 COST | $1.03M | 0.90% | 0.00% | Not reported | Q4 2021 |
| PSLV | $837K | 0.73% | 0.01% | Not reported | Q4 2022 |
 DMRC | $753K | 0.66% | 0.41% | -25.8% | Q1 2025 |
 TMO | $426K | 0.37% | 0.00% | Not reported | Q4 2021 |
 DGX | $369K | 0.32% | 0.00% | Not reported | Q4 2021 |
| Q1 2026 | |||||
| SPIR | $9.51M | 7.57% | Not reported | +1.4% | Q4 2022 |
| AEM | $9.22M | 7.34% | 0.01% | -22.6% | Q1 2022 |
| OR | $7.27M | 5.78% | 0.10% | -26.0% | Q2 2025 |
| DLO | $6.74M | 5.37% | 0.18% | +2.5% | Q2 2024 |
| CDE | $6.59M | 5.25% | 0.03% | -12.7% | Q1 2025 |
| XYZ | $6.29M | 5.01% | Not reported | +31.7% | Q4 2021 |
| EVLV | $4.78M | 3.81% | 0.44% | New | Q1 2026 |
| AMZN | $4.53M | 3.61% | 0.00% | +22.5% | Q4 2021 |
| CLPT | $4.43M | 3.53% | 1.62% | +42.9% | Q2 2023 |
| ESTC | $4.26M | 3.39% | 0.08% | New | Q1 2026 |
| GTLB | $3.95M | 3.14% | Not reported | New | Q1 2026 |
| NOW | $3.92M | 3.12% | 0.00% | Not reported | Q4 2021 |
| ZM | $3.91M | 3.11% | Not reported | 0.0% | Q4 2023 |
| WEAV | $3.82M | 3.04% | 1.04% | +62.2% | Q2 2025 |
 AMD | $3.78M | 3.01% | 0.00% | -1.6% | Q4 2024 |
| FLYW | $3.24M | 2.58% | 0.23% | +192.1% | Q3 2025 |
 LUNR | $3.23M | 2.57% | 0.21% | +1.7% | Q4 2025 |
| OSCR | $3.16M | 2.52% | Not reported | +25.0% | Q2 2025 |
 CPNG | $3.16M | 2.51% | Not reported | New | Q1 2026 |
 S | $2.74M | 2.18% | Not reported | New | Q1 2026 |
| PRCT | $2.58M | 2.05% | 0.18% | +81.6% | Q4 2025 |
| STIM | $2.57M | 2.05% | 2.55% | +4.1% | Q4 2025 |
| DUOL | $2.3M | 1.83% | 0.14% | New | Q1 2026 |
| MELI | $2.27M | 1.81% | 0.00% | +1.8% | Q4 2021 |
| VOYG | $2.21M | 1.76% | Not reported | +1.7% | Q4 2025 |
| DCTH | $1.9M | 1.52% | 0.60% | +3.7% | Q4 2025 |
 TEAM | $1.84M | 1.46% | Not reported | New | Q1 2026 |
| PHYS | $1.63M | 1.29% | 0.01% | Not reported | Q4 2021 |
| SHMD | $1.46M | 1.16% | 0.64% | New | Q1 2026 |
| AAPL | $1.27M | 1.01% | 0.00% | -0.3% | Q4 2021 |
| COST | $1.1M | 0.87% | 0.00% | Not reported | Q4 2021 |
| PSLV | $1.08M | 0.86% | 0.01% | Not reported | Q4 2022 |
| DMRC | $606K | 0.48% | 0.56% | +1.1% | Q1 2025 |
| TMO | $418K | 0.33% | 0.00% | Not reported | Q4 2021 |
| DGX | $341K | 0.27% | 0.00% | Not reported | Q4 2021 |
| Q4 2025 | |||||
| AEM | $9.95M | 9.02% | 0.01% | -0.3% | Q1 2022 |
| OR | $9.14M | 8.28% | 0.14% | -0.4% | Q2 2025 |
 NBIS | $7.51M | 6.80% | 0.04% | -24.6% | Q2 2025 |
| DLO | $7.17M | 6.50% | 0.17% | +0.4% | Q2 2024 |
| CDE | $7.17M | 6.50% | 0.06% | -29.9% | Q1 2025 |
| SPIR | $5.59M | 5.06% | Not reported | +40.4% | Q4 2022 |
| XYZ | $5.17M | 4.68% | Not reported | +25.6% | Q4 2021 |
| CLPT | $4.66M | 4.22% | 1.16% | +9.2% | Q2 2023 |
| ZM | $4.19M | 3.80% | Not reported | -0.5% | Q4 2023 |
| AMZN | $4.1M | 3.72% | 0.00% | +0.1% | Q4 2021 |
| AMD | $4.04M | 3.66% | 0.00% | -1.3% | Q4 2024 |
 WTTR | $3.87M | 3.51% | 0.91% | 0.0% | Q1 2023 |
| WEAV | $3.87M | 3.50% | 0.65% | +23.5% | Q2 2025 |
 BAH | $3.44M | 3.12% | 0.03% | New | Q4 2025 |
| OSCR | $3.17M | 2.87% | Not reported | +1.2% | Q2 2025 |
| LUNR | $2.78M | 2.52% | 0.20% | New | Q4 2025 |
| MELI | $2.6M | 2.36% | 0.00% | +1.3% | Q4 2021 |
| VOYG | $2.43M | 2.20% | Not reported | New | Q4 2025 |
| STIM | $2.35M | 2.13% | 2.47% | New | Q4 2025 |
 VVV | $2.18M | 1.98% | 0.06% | New | Q4 2025 |
| DCTH | $2M | 1.81% | 0.57% | New | Q4 2025 |
| PRCT | $1.79M | 1.62% | 0.10% | New | Q4 2025 |
| PHYS | $1.51M | 1.37% | 0.01% | Not reported | Q4 2021 |
| AAPL | $1.36M | 1.23% | 0.00% | +0.3% | Q4 2021 |
| FLYW | $1.35M | 1.22% | 0.08% | -0.2% | Q3 2025 |
| PSLV | $1.05M | 0.95% | 0.01% | Not reported | Q4 2022 |
| COST | $949K | 0.86% | 0.00% | Not reported | Q4 2021 |
| DMRC | $801K | 0.73% | 0.56% | +11.5% | Q1 2025 |
| TMO | $493K | 0.45% | 0.00% | Not reported | Q4 2021 |
| DGX | $302K | 0.27% | 0.00% | Not reported | Q4 2021 |
| Q3 2025 | |||||
| NBIS | $13.4M | 11.09% | 0.05% | -26.7% | Q2 2025 |
| CDE | $10.8M | 8.95% | 0.09% | -35.2% | Q1 2025 |
| OR | $10.4M | 8.63% | 0.14% | -4.2% | Q2 2025 |
| AEM | $9.93M | 8.25% | 0.01% | -6.3% | Q1 2022 |
| DLO | $7.22M | 5.99% | 0.18% | -3.8% | Q2 2024 |
| CLPT | $6.8M | 5.64% | 1.10% | +20.7% | Q2 2023 |
| SPIR | $5.83M | 4.84% | Not reported | -2.2% | Q4 2022 |
| XYZ | $4.57M | 3.80% | Not reported | -28.9% | Q4 2021 |
| OSCR | $4.12M | 3.42% | Not reported | -2.8% | Q2 2025 |
| ZM | $4.03M | 3.35% | Not reported | -25.6% | Q4 2023 |
| WTTR | $3.93M | 3.27% | 0.91% | -3.0% | Q1 2023 |
| AMZN | $3.9M | 3.24% | 0.00% | -3.5% | Q4 2021 |
| AMD | $3.09M | 2.57% | 0.00% | -46.8% | Q4 2024 |
| MELI | $2.98M | 2.48% | 0.00% | -2.6% | Q4 2021 |
| WEAV | $2.76M | 2.29% | 0.53% | +112.1% | Q2 2025 |
| PHYS | $1.36M | 1.13% | 0.01% | -2.9% | Q4 2021 |
| FLYW | $1.29M | 1.07% | 0.08% | New | Q3 2025 |
| AAPL | $1.27M | 1.05% | 0.00% | Not reported | Q4 2021 |
| DMRC | $1.07M | 0.89% | Not reported | -0.2% | Q1 2025 |
| COST | $1.02M | 0.85% | 0.00% | Not reported | Q4 2021 |
| PSLV | $696K | 0.58% | 0.01% | -3.3% | Q4 2022 |
| TMO | $412K | 0.34% | 0.00% | Not reported | Q4 2021 |
| DGX | $332K | 0.28% | 0.00% | Not reported | Q4 2021 |