Investor
Lane Generational LLC
CIK 0001901384 · filed 2026-05-14 · SEC filing
13F book
$125.6M
Positions
39
9 new · 4 sold
Largest name
7.6%
Spire Global, Inc. · SPIR
Est. mark
−$101.6K
Price effect on 30 names still held. Flow $15.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spire Global, Inc. | SPIR | 755.9K | $9.51M | 7.6% | $3.79M | Added$3.92M |
| Agnico Eagle Mines Ltd | AEM | 45.4K | $9.22M | 7.3% | $1.52M | Cut−$729.5K |
| Or Royalties Inc. | OR | 191.1K | $7.27M | 5.8% | $502.6K | Cut−$1.87M |
| Dlocal Ltd | DLO | 519.9K | $6.74M | 5.4% | −$593.5K | Added−$429.7K |
| Coeur Mng Inc | — | 351.3K | $6.59M | 5.2% | $330.3K | Cut−$577.2K |
| Block Inc | — | 104.6K | $6.29M | 5.0% | −$389.8K | Added$1.13M |
| Evolv Technologies Hldngs In | — | 790.8K | $4.78M | 3.8% | — | New |
| Amazon Com Inc | AMZN | 21.8K | $4.53M | 3.6% | −$400.7K | Added$433K |
| ClearPoint Neuro, Inc. | CLPT | 486.8K | $4.43M | 3.5% | −$1.56M | Added−$229.2K |
| Elastic N.V. | ESTC | 85.3K | $4.26M | 3.4% | — | New |
| Gitlab Inc. | GTLB | 182.6K | $3.95M | 3.1% | — | New |
| ServiceNow, Inc. | NOW | 37.5K | $3.92M | 3.1% | — | New |
| Zoom Communications, Inc. | ZM | 48.6K | $3.91M | 3.1% | −$286.7K | Cut−$287.2K |
| Weave Communications, Inc. | WEAV | 826.2K | $3.82M | 3.0% | −$1.51M | Added−$50.3K |
| Advanced Micro Devices Inc | AMD | 18.6K | $3.78M | 3.0% | −$199.4K | Cut−$262.2K |
| Flywire Corp | FLYW | 278.2K | $3.24M | 2.6% | −$240K | Added$1.89M |
| Intuitive Machines, Inc. | LUNR | 174K | $3.23M | 2.6% | $398.6K | Added$453.3K |
| Oscar Health, Inc. | OSCR | 275.6K | $3.16M | 2.5% | −$639.2K | Added−$6.76K |
| Coupang, Inc. | CPNG | 167.3K | $3.16M | 2.5% | — | New |
| SentinelOne, Inc. | S | 213K | $2.74M | 2.2% | — | New |
| Procept Biorobotics Corp | PRCT | 103.2K | $2.58M | 2.1% | −$366.5K | Added$792.9K |
| Neuronetics, Inc. | STIM | 1.77M | $2.57M | 2.0% | $119.4K | Added$220K |
| Duolingo, Inc. | DUOL | 23.3K | $2.3M | 1.8% | — | New |
| Mercadolibre Inc | MELI | 1.31K | $2.27M | 1.8% | −$368.6K | Added−$328.9K |
| Voyager Technologies Inc | — | 94.4K | $2.21M | 1.8% | −$255.5K | Added−$219.5K |
| Delcath Sys Inc | — | 205.1K | $1.9M | 1.5% | −$162.1K | Added−$93.4K |
| Atlassian Corp | TEAM | 26.9K | $1.84M | 1.5% | — | New |
| Sprott Asset Management Lp | — | 45.9K | $1.63M | 1.3% | $111K | Held |
| Vaneck Etf Trust | — | 16.2K | $1.49M | 1.2% | $97.2K | Held |
| Schmid Group N.V. | — | 274.6K | $1.46M | 1.2% | — | New |
| Apple Inc. | AAPL | 4.99K | $1.27M | 1.0% | −$90K | Cut−$94.6K |
| Costco Whsl Corp New | — | 1.1K | $1.1M | 0.9% | $147.5K | Held |
| Sprott Asset Management Lp | — | 44.3K | $1.08M | 0.9% | $32.8K | Held |
| Ishares Inc | — | 28.8K | $1.02M | 0.8% | $34.3K | Cut−$87.5K |
| Digimarc Corp New | — | 123.5K | $606.3K | 0.5% | −$201.6K | Added−$195.2K |
| Sprott Fds Tr | — | 18K | $595.8K | 0.5% | $74.4K | Held |
| Thermo Fisher Scientific Inc. | TMO | 850 | $417.8K | 0.3% | −$74.7K | Held |
| Global X Fds | — | 8.27K | $400.3K | 0.3% | $47.1K | Held |
| Quest Diagnostics Inc | DGX | 1.74K | $341.4K | 0.3% | $39.1K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.