Funds › Lane Generational LLC
Lane Generational LLC
13F for Q3 2026, filed Nov 9, 2026. 45 positions worth $110.8M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 9, 2026
Reported value
$110.8M
−$3.1M (2.7%) vs Q2 2026
Positions
45
43 in Q2 2026
Top 10 share
45.8%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | SPIR Spire Global, Inc. | 608,906 | $6.8M | 6.1% | -2.2% | 13F ↗ |
| 2 | DLO DLocal Limited | 466,394 | $6.4M | 5.8% | -1.5% | 13F ↗ |
| 3 | AEM Agnico Eagle Mines Limited | 34,153 | $6.3M | 5.6% | -19.4% | 13F ↗ |
| 4 | ESTC Elastic N.V. | 60,223 | $5.5M | 5.0% | -7.1% | 13F ↗ |
| 5 | CLPT ClearPoint Neuro Inc. | 442,754 | $5.4M | 4.9% | -0.5% | 13F ↗ |
| 6 | OR OR Royalties Inc. | 133,857 | $4.6M | 4.1% | -12.4% | 13F ↗ |
| 7 | CDE Coeur Mining, Inc. | 235,289 | $4.1M | 3.7% | -25.3% | 13F ↗ |
| 8 | GTLB GitLab Inc. | 85,818 | $4.1M | 3.7% | -23.9% | 13F ↗ |
| 9 | Vaneck ETF Trust Gold Miners Etf | 45,307 | $4.0M | 3.6% | +4.0% | 13F ↗ |
| 10 | NOW ServiceNow, Inc. | 26,372 | $3.5M | 3.2% | -3.4% | 13F ↗ |
| 11 | FLYW Flywire Corporation - Voting · Com Vtg | 192,708 | $3.4M | 3.0% | -4.8% | 13F ↗ |
| 12 | OSCR Oscar Health, Inc. | 106,356 | $3.3M | 3.0% | -4.1% | 13F ↗ |
| 13 | XYZ Block, Inc. | 44,043 | $3.2M | 2.9% | -5.6% | 13F ↗ |
| 14 | AMZN Amazon.com, Inc. | 12,063 | $3.0M | 2.7% | -6.1% | 13F ↗ |
| 15 | STIM Neuronetics, Inc. | 1.26M | $3.0M | 2.7% | -22.7% | 13F ↗ |
| 16 | TEM Tempus AI, Inc. | 35,899 | $2.9M | 2.7% | +4.8% | 13F ↗ |
| 17 | ZM Zoom Communications, Inc. | 32,338 | $2.9M | 2.6% | -9.6% | 13F ↗ |
| 18 | EVLV Evolv Technologies Holdings, Inc. | 570,941 | $2.7M | 2.4% | -4.2% | 13F ↗ |
| 19 | DUOL Duolingo, Inc. | 16,681 | $2.4M | 2.1% | -3.6% | 13F ↗ |
| 20 | DCTH Delcath Systems, Inc. | 143,971 | $2.3M | 2.1% | -3.8% | 13F ↗ |
| 21 | Procure ETF Trust II Etf | 53,738 | $2.3M | 2.1% | +55.4% | 13F ↗ |
| 22 | iShares Inc Msci Glb SLV&MTL | 59,176 | $2.1M | 1.9% | +3.5% | 13F ↗ |
| 23 | VOYG Voyager Technologies, Inc. | 67,312 | $2.0M | 1.8% | -6.0% | 13F ↗ |
| 24 | SHMD SCHMID Group N.V. | 358,892 | $1.7M | 1.6% | +42.9% | 13F ↗ |
| 25 | MELI MercadoLibre, Inc. | 895 | $1.5M | 1.4% | -3.6% | 13F ↗ |
| 26 | Invesco Exchange Traded Fd T Aerospace Defn | 9,510 | $1.5M | 1.3% | New | 13F ↗ |
| 27 | Invesco Exchange Traded Fd T S&P500 Eql Enr | 13,589 | $1.5M | 1.3% | Unchanged | 13F ↗ |
| 28 | Global X Fds Vdeo Gam Esprt | 54,404 | $1.5M | 1.3% | +16.5% | 13F ↗ |
| 29 | ETF Ser Solutions Etf | 57,485 | $1.4M | 1.3% | +36.4% | 13F ↗ |
| 30 | AAPL Apple Inc. | 4,308 | $1.4M | 1.3% | -13.6% | 13F ↗ |
| 31 | PHYS Sprott Physical Gold Trust ETV · Physical Gold Tr | 45,858 | $1.4M | 1.3% | Unchanged | 13F ↗ |
| 32 | PRCT PROCEPT BioRobotics Corporation | 77,985 | $1.4M | 1.3% | -0.6% | 13F ↗ |
| 33 | CPNG Coupang, Inc. · Common Stocks | 100,144 | $1.4M | 1.3% | New | 13F ↗ |
| 34 | Global X Fds Fintech Etf | 56,348 | $1.4M | 1.2% | +1.2% | 13F ↗ |
| 35 | Proshares Tr | 23,960 | $1.3M | 1.2% | +16.2% | 13F ↗ |
| 36 | SNAP Snap Inc. | 215,092 | $1.2M | 1.0% | New | 13F ↗ |
| 37 | MRLN Merlin, Inc. | 542,309 | $1.0M | 0.9% | New | 13F ↗ |
| 38 | COST Costco Wholesale Corporation | 1,100 | $1.0M | 0.9% | Unchanged | 13F ↗ |
| 39 | PSLV Sprott Physical Silver Trust ETV · Physical Silver | 44,334 | $858.8K | 0.8% | Unchanged | 13F ↗ |
| 40 | Global X Fds Gb Msci Ar Etf | 8,792 | $757.7K | 0.7% | +0.6% | 13F ↗ |
| 41 | TMO Thermo Fisher Scientific Inc | 850 | $573.8K | 0.5% | Unchanged | 13F ↗ |
| 42 | DMRC Digimarc Corporation | 91,063 | $530.0K | 0.5% | -0.6% | 13F ↗ |
| 43 | Sprott Fds Tr Sprott Critical | 18,010 | $527.7K | 0.5% | Unchanged | 13F ↗ |
| 44 | DGX Quest Diagnostics Incorporated | 1,742 | $406.0K | 0.4% | Unchanged | 13F ↗ |
| 45 | Global X Fds Global X Uranium | 8,266 | $329.4K | 0.3% | Unchanged | 13F ↗ |
Changes since Q2 2026
4 new, 11 added to, 23 trimmed, 2 exited, 7 unchanged. By estimated dollars.
New positions (4)
Added to (11)
| Procure ETF Trust II Etf | 53,738 | +55.4% | $810.9K |
| SHMD SCHMID Group N.V. | 358,892 | +42.9% | $523.7K |
| ETF Ser Solutions Etf | 57,485 | +36.4% | $384.8K |
| Global X Fds Vdeo Gam Esprt | 54,404 | +16.5% | $206.3K |
| Proshares Tr | 23,960 | +16.2% | $181.2K |
| Vaneck ETF Trust Gold Miners Etf | 45,307 | +4.0% | $153.3K |
| TEM Tempus AI, Inc. | 35,899 | +4.8% | $135.9K |
| iShares Inc Msci Glb SLV&MTL | 59,176 | +3.5% | $70.3K |
| Global X Fds Fintech Etf | 56,348 | +1.2% | $15.7K |
| Global X Fds Gb Msci Ar Etf | 8,792 | +0.6% | $4,740 |
Trimmed (23)
| AEM Agnico Eagle Mines Limited | 34,153 | -19.4% | -$1.5M |
| CDE Coeur Mining, Inc. | 235,289 | -25.3% | -$1.4M |
| GTLB GitLab Inc. | 85,818 | -23.9% | -$1.3M |
| STIM Neuronetics, Inc. | 1.26M | -22.7% | -$868.6K |
| OR OR Royalties Inc. | 133,857 | -12.4% | -$648.6K |
| ESTC Elastic N.V. | 60,223 | -7.1% | -$419.3K |
| ZM Zoom Communications, Inc. | 32,338 | -9.6% | -$312.6K |
| AAPL Apple Inc. | 4,308 | -13.6% | -$226.1K |
| AMZN Amazon.com, Inc. | 12,063 | -6.1% | -$195.1K |
| XYZ Block, Inc. | 44,043 | -5.6% | -$192.9K |
Exited (2)
| WEAV Weave Communications Inc | 757,302 | Exited | -$4.5M |
| Spdr Series Trust St Str Sp Hceq | 14,849 | Exited | -$1.3M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 9, 2026 | 13F-HR | 45 | $110.8M | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 43 | $113.9M | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 39 | $125.6M | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 34 | $110.4M | Current | SEC ↗ |
| Q3 2025 | Nov 4, 2025 | 13F-HR | 31 | $120.4M | Current | SEC ↗ |
| Q2 2025 | Aug 1, 2025 | 13F-HR | 32 | $107.2M | Current | SEC ↗ |
| Q1 2025 | May 6, 2025 | 13F-HR | 33 | $88.1M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer