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

About Lane Generational LLC

Investment Activity

  • Lane Generational LLC has $125.63 million in total holdings as of March 31, 2026.
  • Lane Generational LLC owns shares of 39 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
  • Approximately 30.32% of the portfolio was purchased this quarter.
  • About 18.62% of the portfolio was sold this quarter.
  • This quarter, Lane Generational LLC has purchased 34 new stocks and bought additional shares in 15 stocks.
  • Lane Generational LLC sold shares of 7 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

SPIRE GLOBAL INC
$9,509,247
OR ROYALTIES INC.
$7,266,555
DLocal
$6,742,921
Coeur Mining
$6,594,539

Largest New Holdings this Quarter

30049H102 - Evolv Technologies
$4,784,618 Holding
N14506104 - Elastic
$4,264,747 Holding
37637K108 - GitLab
$3,950,923 Holding
81762P102 - ServiceNow
$3,924,284 Holding
22266T109 - Coupang
$3,159,115 Holding

Largest Purchases this Quarter

Evolv Technologies
790,846 shares (about $4.78M)
Elastic
85,312 shares (about $4.26M)
GitLab
182,575 shares (about $3.95M)
ServiceNow
37,535 shares (about $3.92M)
Coupang
167,326 shares (about $3.16M)

Largest Sales this Quarter

Agnico Eagle Mines
13,270 shares (about $2.69M)
OR ROYALTIES INC.
67,147 shares (about $2.55M)
Coeur Mining
50,895 shares (about $955.30K)
Advanced Micro Devices
293 shares (about $59.60K)

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
$9,509,247$134,417 â–²1.4%755,9027.6%COM CL A NEW
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$9,223,894$2,693,567 â–¼-22.6%45,4427.3%Basic Materials
OR ROYALTIES INC.
$7,266,555$2,552,923 â–¼-26.0%191,1255.8%COM SHS
DLocal Limited stock logo
DLO
DLocal
$6,742,921$163,798 â–²2.5%519,8865.4%Business Services
Coeur Mining, Inc. stock logo
CDE
Coeur Mining
$6,594,539$955,299 â–¼-12.7%351,3345.2%Basic Materials
BLOCK INC
$6,294,828$1,516,596 â–²31.7%104,6005.0%CL A
Evolv Technologies Holdings, Inc. stock logo
EVLV
Evolv Technologies
$4,784,618$4,784,618 â–²New Holding790,8463.8%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,534,388$833,693 â–²22.5%21,7723.6%Retail/Wholesale
ClearPoint Neuro, Inc. stock logo
CLPT
ClearPoint Neuro
$4,430,326$1,330,802 â–²42.9%486,8493.5%Medical
Elastic N.V. stock logo
ESTC
Elastic
$4,264,747$4,264,747 â–²New Holding85,3123.4%Computer and Technology
GitLab Inc. stock logo
GTLB
GitLab
$3,950,923$3,950,923 â–²New Holding182,5753.1%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$3,924,284$3,924,284 â–²New Holding37,5353.1%Computer and Technology
Zoom Communications, Inc. stock logo
ZM
Zoom Communications
$3,905,989$482 â–¼0.0%48,5883.1%Computer and Technology
Weave Communications, Inc. stock logo
WEAV
Weave Communications
$3,817,049$1,463,002 â–²62.1%826,2013.0%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,780,747$59,605 â–¼-1.6%18,5853.0%Computer and Technology
Flywire Corporation stock logo
FLYW
Flywire
$3,238,527$2,129,899 â–²192.1%278,2242.6%Computer and Technology
Intuitive Machines, Inc. stock logo
LUNR
Intuitive Machines
$3,229,923$54,678 â–²1.7%174,0262.6%Aerospace
Oscar Health, Inc. stock logo
OSCR
Oscar Health
$3,160,662$632,456 â–²25.0%275,5592.5%Finance
Coupang, Inc. stock logo
CPNG
Coupang
$3,159,115$3,159,115 â–²New Holding167,3262.5%Retail/Wholesale
SentinelOne, Inc. stock logo
S
SentinelOne
$2,743,736$2,743,736 â–²New Holding213,0232.2%Computer and Technology
PROCEPT BioRobotics Corporation stock logo
PRCT
PROCEPT BioRobotics
$2,580,582$1,159,414 â–²81.6%103,1822.1%Medical
Neuronetics, Inc. stock logo
STIM
Neuronetics
$2,573,205$100,669 â–²4.1%1,774,6242.0%Medical
DUOLINGO INC
$2,298,554$2,298,554 â–²New Holding23,3191.8%CL A COM
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$2,274,197$39,777 â–²1.8%1,3151.8%Retail/Wholesale
VOYAGER TECHNOLOGIES INC
$2,209,092$36,021 â–²1.7%94,4461.8%COM CL A
Delcath Systems, Inc. stock logo
DCTH
Delcath Systems
$1,903,254$68,691 â–²3.7%205,0921.5%Medical
Atlassian Corporation PLC stock logo
TEAM
Atlassian
$1,836,403$1,836,403 â–²New Holding26,9071.5%Computer and Technology
SPROTT ASSET MANAGEMENT LP
$1,625,2080.0%45,8581.3%PHYSICAL GOLD TR
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$1,486,7660.0%16,2011.2%ETF
SCHMID GROUP N.V.
$1,455,470$1,455,470 â–²New Holding274,6171.2%EURO SHS CL A
Apple Inc. stock logo
AAPL
Apple
$1,265,651$4,314 â–¼-0.3%4,9871.0%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,096,0730.0%1,1000.9%Retail/Wholesale
SPROTT ASSET MANAGEMENT LP
$1,081,3060.0%44,3340.9%PHYSICAL SILVER
iShares MSCI Global Silver and Metals Miners ETF stock logo
SLVP
iShares MSCI Global Silver and Metals Miners ETF
$1,022,099$126,025 â–¼-11.0%28,8240.8%ETF
Digimarc Corporation stock logo
DMRC
Digimarc
$606,262$6,378 â–²1.1%123,4750.5%Industrials
Sprott Critical Materials ETF stock logo
SETM
Sprott Critical Materials ETF
$595,7710.0%18,0100.5%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$417,8010.0%8500.3%Medical
Global X Uranium ETF stock logo
URA
Global X Uranium ETF
$400,3220.0%8,2660.3%ETF
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$341,3970.0%1,7420.3%Medical
Yandex stock logo
YNDX
Yandex
$0$7,507,083 â–¼-100.0%00.0%Computer and Technology
Select Water Solutions, Inc. stock logo
WTTR
Select Water Solutions
$0$3,869,445 â–¼-100.0%00.0%Business Services
Booz Allen Hamilton Holding Corporation stock logo
BAH
Booz Allen Hamilton
$0$3,442,900 â–¼-100.0%00.0%Business Services
Valvoline stock logo
VVV
Valvoline
$0$2,182,174 â–¼-100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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