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Lane Generational LLC Top Holdings and 13F Report (2026)

About Lane Generational LLC

Investment Activity

  • Lane Generational LLC has $110.79 million in total holdings as of June 30, 2026.
  • Lane Generational LLC owns shares of 45 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 6.79% of the portfolio was purchased this quarter.
  • About 12.68% of the portfolio was sold this quarter.
  • This quarter, Lane Generational LLC has purchased 43 new stocks and bought additional shares in 11 stocks.
  • Lane Generational LLC sold shares of 23 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

SPIRE GLOBAL INC
$6,807,569
DLocal
$6,417,582
Elastic
$5,522,449
ClearPoint Neuro
$5,406,026

Largest New Holdings this Quarter

46137V100 - Invesco Aerospace & Defense ETF
$1,470,436 Holding
22266T109 - Coupang
$1,388,997 Holding
83304A106 - Snap
$1,161,496 Holding
590106100 - MERLIN INC
$1,019,541 Holding

Largest Purchases this Quarter

Invesco Aerospace & Defense ETF
9,510 shares (about $1.47M)
Coupang
100,144 shares (about $1.39M)
Snap
215,092 shares (about $1.16M)
MERLIN INC
542,309 shares (about $1.02M)
Procure Space ETF
19,163 shares (about $810.88K)

Largest Sales this Quarter

Agnico Eagle Mines
8,216 shares (about $1.51M)
Coeur Mining
79,815 shares (about $1.40M)
GitLab
26,998 shares (about $1.28M)
Neuronetics
371,193 shares (about $868.59K)
OR ROYALTIES INC.
18,888 shares (about $648.61K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLane Generational LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPIRE GLOBAL INC
$6,807,569$155,626 ▼-2.2%608,9066.1%COM CL A NEW
DLocal Limited stock logo
DLO
DLocal
$6,417,582$100,352 ▼-1.5%466,3945.8%Finance
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$6,259,220$1,505,746 ▼-19.4%34,1535.6%Materials
Elastic N.V. stock logo
ESTC
Elastic
$5,522,449$419,344 ▼-7.1%60,2235.0%Technology
ClearPoint Neuro, Inc. stock logo
CLPT
ClearPoint Neuro
$5,406,026$25,360 ▼-0.5%442,7544.9%Healthcare
OR ROYALTIES INC.
$4,596,649$648,614 ▼-12.4%133,8574.1%COM SHS
Coeur Mining, Inc. stock logo
CDE
Coeur Mining
$4,141,086$1,404,744 ▼-25.3%235,2893.7%Materials
GitLab Inc. stock logo
GTLB
GitLab
$4,054,901$1,275,656 ▼-23.9%85,8183.7%Technology
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$3,977,955$153,299 ▲4.0%45,3073.6%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$3,534,111$125,835 ▼-3.4%26,3723.2%Technology
Flywire Corporation stock logo
FLYW
Flywire
$3,372,391$171,343 ▼-4.8%192,7083.0%Finance
Oscar Health, Inc. stock logo
OSCR
Oscar Health
$3,280,019$141,586 ▼-4.1%106,3563.0%Healthcare
BLOCK INC
$3,238,482$192,943 ▼-5.6%44,0432.9%CL A
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,005,496$195,084 ▼-6.1%12,0632.7%Consumer Discretionary
Neuronetics, Inc. stock logo
STIM
Neuronetics
$2,953,499$868,592 ▼-22.7%1,262,1792.7%Healthcare
TEMPUS AI INC
$2,940,128$135,872 ▲4.8%35,8992.7%CL A
Zoom Communications, Inc. stock logo
ZM
Zoom Communications
$2,935,320$312,612 ▼-9.6%32,3382.6%Technology
Evolv Technologies Holdings, Inc. stock logo
EVLV
Evolv Technologies
$2,654,876$116,864 ▼-4.2%570,9412.4%Technology
DUOLINGO INC
$2,375,375$89,142 ▼-3.6%16,6812.1%CL A COM
Delcath Systems, Inc. stock logo
DCTH
Delcath Systems
$2,299,217$90,901 ▼-3.8%143,9712.1%Healthcare
Procure Space ETF stock logo
UFO
Procure Space ETF
$2,273,923$810,882 ▲55.4%53,7382.1%ETF
iShares MSCI Global Silver and Metals Miners ETF stock logo
SLVP
iShares MSCI Global Silver and Metals Miners ETF
$2,069,385$70,255 ▲3.5%59,1761.9%ETF
VOYAGER TECHNOLOGIES INC
$2,036,188$129,652 ▼-6.0%67,3121.8%COM CL A
SCHMID GROUP N.V.
$1,744,215$523,655 ▲42.9%358,8921.6%EURO SHS CL A
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$1,547,034$57,041 ▼-3.6%8951.4%Consumer Discretionary
Invesco Aerospace & Defense ETF stock logo
PPA
Invesco Aerospace & Defense ETF
$1,470,436$1,470,436 ▲New Holding9,5101.3%ETF
Invesco S&P 500 Equal Weight Energy ETF stock logo
RSPG
Invesco S&P 500 Equal Weight Energy ETF
$1,460,274$322 ▲0.0%13,5891.3%ETF
Global X Video Games & Esports ETF stock logo
HERO
Global X Video Games & Esports ETF
$1,459,534$206,332 ▲16.5%54,4041.3%ETF
ETF SER SOLUTIONS
$1,442,299$384,780 ▲36.4%57,4851.3%DEFI DRON MO ETF
Apple Inc. stock logo
AAPL
Apple
$1,434,650$226,121 ▼-13.6%4,3081.3%Technology
SPROTT ASSET MANAGEMENT LP
$1,433,9800.0%45,8581.3%PHYSICAL GOLD TR
PROCEPT BioRobotics Corporation stock logo
PRCT
PROCEPT BioRobotics
$1,420,886$7,962 ▼-0.6%77,9851.3%Healthcare
Coupang, Inc. stock logo
CPNG
Coupang
$1,388,997$1,388,997 ▲New Holding100,1441.3%Consumer Discretionary
Global X FinTech ETF stock logo
FINX
Global X FinTech ETF
$1,367,002$15,720 ▲1.2%56,3481.2%ETF
ProShares Online Retail ETF stock logo
ONLN
ProShares Online Retail ETF
$1,298,872$181,224 ▲16.2%23,9601.2%ETF
Snap Inc. stock logo
SNAP
Snap
$1,161,496$1,161,496 ▲New Holding215,0921.0%Communication Services
MERLIN INC
$1,019,541$1,019,541 ▲New Holding542,3090.9%COM
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,001,3740.0%1,1000.9%Consumer Staples
SPROTT ASSET MANAGEMENT LP
$858,7500.0%44,3340.8%PHYSICAL SILVER
Global X MSCI Argentina ETF stock logo
ARGT
Global X MSCI Argentina ETF
$757,695$4,740 ▲0.6%8,7920.7%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$573,7930.0%8500.5%Healthcare
DIGIMARC CORP
$529,987$2,974 ▼-0.6%91,0630.5%COM
Sprott Critical Materials ETF stock logo
SETM
Sprott Critical Materials ETF
$527,6930.0%18,0100.5%ETF
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$406,0080.0%1,7420.4%Healthcare
Global X Uranium ETF stock logo
URA
Global X Uranium ETF
$329,4000.0%8,2660.3%ETF
Weave Communications, Inc. stock logo
WEAV
Weave Communications
$0$4,536,239 ▼-100.0%00.0%Healthcare
SPDR S&P Health Care Equipment ETF stock logo
XHE
SPDR S&P Health Care Equipment ETF
$0$1,250,731 ▼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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