Lane Generational Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$125.6M
Q ending 2026-03-31
Prior quarter
$110.4M
Q ending 2025-12-31
Change
+13.8% QoQ · +42.6% YoY
Positions
39
reported holdings
Largest positions
All 39 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spire Global Inc | SPIR | Shares | $9.5M | 756K |
| Agnico Eagle Mines Ltd | AEM | Shares | $9.2M | 45K |
| Or Royalties Inc. | OR | Shares | $7.3M | 191K |
| Dlocal Ltd | Shares | $6.7M | 520K | |
| Coeur Mng Inc | CDE | Shares | $6.6M | 351K |
| Block Inc | XYZ | Shares | $6.3M | 105K |
| Evolv Technologies Hldngs In | EVLV | Shares | $4.8M | 791K |
| Amazon Com Inc | AMZN | Shares | $4.5M | 22K |
| Clearpoint Neuro Inc | CLPT | Shares | $4.4M | 487K |
| Elastic N V | Shares | $4.3M | 85K | |
| Gitlab Inc | GTLB | Shares | $4.0M | 183K |
| Servicenow Inc | NOW | Shares | $3.9M | 38K |
| Zoom Communications Inc | ZM | Shares | $3.9M | 49K |
| Weave Communications Inc | WEAV | Shares | $3.8M | 826K |
| Advanced Micro Devices Inc | AMD | Shares | $3.8M | 19K |
| Flywire Corporation | FLYW | Shares | $3.2M | 278K |
| Intuitive Machines Inc | LUNR | Shares | $3.2M | 174K |
| Oscar Health Inc | OSCR | Shares | $3.2M | 276K |
| Coupang Inc | CPNG | Shares | $3.2M | 167K |
| Sentinelone Inc | S | Shares | $2.7M | 213K |
| Procept Biorobotics Corp | PRCT | Shares | $2.6M | 103K |
| Neuronetics Inc | STIM | Shares | $2.6M | 1.8M |
| Duolingo Inc | DUOL | Shares | $2.3M | 23K |
| Mercadolibre Inc | MELI | Shares | $2.3M | 1K |
| Voyager Technologies Inc | VOYG | Shares | $2.2M | 94K |
| Delcath Sys Inc | DCTH | Shares | $1.9M | 205K |
| Atlassian Corporation | TEAM | Shares | $1.8M | 27K |
| Sprott Asset Management Lp | PHYS | Shares | $1.6M | 46K |
| Vaneck Etf Trust | GDX | Shares | $1.5M | 16K |
| Schmid Group N.V. | Shares | $1.5M | 275K | |
| Apple Inc | AAPL | Shares | $1.3M | 5K |
| Costco Wholesale Corporation | COST | Shares | $1.1M | 1K |
| Sprott Asset Management Lp | PSLV | Shares | $1.1M | 44K |
| Ishares Inc | SLVP | Shares | $1.0M | 29K |
| Digimarc Corp New | Shares | $606K | 123K | |
| Sprott Fds Tr | SETM | Shares | $596K | 18K |
| Thermo Fisher Scientific Inc | TMO | Shares | $418K | 850 |
| Global X Fds | URA | Shares | $400K | 8K |
| Quest Diagnostics Inc | DGX | Shares | $341K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.