Lane Generational LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Lane Generational LLC reported 43 stock positions worth $113.9 million. Its top holding was Spire Global (SPIR) at 10.2% of the portfolio, followed by Clearpoint Neuro (CLPT, 7.0%) and Agnico Eagle Mines (AEM, 5.8%). Compared with Q1 2026, it opened 9 new positions, sold out of 5, added to 2 and reduced 24. The biggest buy was a new position in Tempus AI Class A (TEM) and the biggest sale an exit from Advanced Micro Devices (AMD).
- Most Recent 13F
- Q2 2026
- Location
- Palm Beach, FL
- CIK
- 0001901384
- Portfolio Value
- $113.9M (Q2 2026)
- SEC Filing
- 0001941040-26-000589 ↗ filed Aug 13, 2026
Holdings Value
Holdings 43 stocks · $113.9M
| SPIR Spire Global Inc. | 10.17% | 622,826 | $11.6M | Reduce -17.6% |
| CLPT Clearpoint Neuro Inc. | 6.97% | 444,831 | $7.9M | Reduce -8.6% |
| AEM Agnico Eagle Mines Ltd. | 5.77% | 42,369 | $6.6M | Reduce -6.8% |
| DLO Dlocal Ltd. | 5.40% | 473,687 | $6.2M | Reduce -8.9% |
| CDE Coeur Mining Inc. | 4.51% | 315,104 | $5.1M | Reduce -10.3% |
| OR Or Royalties Inc. | 4.24% | 152,745 | $4.8M | Reduce -20.1% |
| WEAV Weave Communications Inc. | 3.98% | 757,302 | $4.5M | Reduce -8.3% |
| ESTC Elastic NV | 3.24% | 64,796 | $3.7M | Reduce -24.1% |
| FLYW Flywire Corp.-Voting | 3.12% | 202,499 | $3.6M | Reduce -27.2% |
| XYZ Block Inc. | 3.11% | 46,667 | $3.5M | Reduce -55.4% |
| EVLV Evolv Technologies Holdings | 3.03% | 596,073 | $3.5M | Reduce -24.6% |
| GTLB Gitlab Inc. Class A | 3.02% | 112,816 | $3.4M | Reduce -38.2% |
| GDX Vaneck Gold Miners ETF | 2.89% | 43,561 | $3.3M | Add +168.9% |
| OSCR Oscar Health Inc. Class A | 2.78% | 110,947 | $3.2M | Reduce -59.7% |
| ZM Zoom Communications Inc. | 2.71% | 35,782 | $3.1M | Reduce -26.4% |
| AMZN Amazon.com Inc. | 2.69% | 12,846 | $3.1M | Reduce -41.0% |
| NOW ServiceNow Inc. | 2.38% | 27,311 | $2.7M | Reduce -27.2% |
| VOYG Voyager Technologies Inc. Class A | 2.03% | 71,598 | $2.3M | Reduce -24.2% |
| STIM Neuronetics Inc. | 1.86% | 1,633,372 | $2.1M | Reduce -8.0% |
| DUOL Duolingo | 1.75% | 17,307 | $2.0M | Reduce -25.8% |
| TEM Tempus AI Inc. Class A | 1.74% | 34,240 | $2.0M | New |
| DCTH Delcath Systems Inc. | 1.65% | 149,663 | $1.9M | Reduce -27.0% |
| PRCT Procept Biorobotics Corp. | 1.55% | 78,422 | $1.8M | Reduce -24.0% |
| SLVP iShares MSCI Global Silver A | 1.55% | 57,167 | $1.8M | Add +98.3% |
| UFO Procure Space ETF | 1.54% | 34,575 | $1.8M | New |
| MELI MercadoLibre Inc. | 1.38% | 928 | $1.6M | Reduce -29.4% |
| SHMD Schmid Group NV | 1.38% | 251,144 | $1.6M | Reduce -8.6% |
| AAPL Apple Inc. | 1.27% | 4,987 | $1.4M | No change |
| PHYS Sprott Physical Gold Trust | 1.21% | 45,858 | $1.4M | No change |
| FINX Global X Fintech ETF | 1.21% | 55,700 | $1.4M | New |
| RSPG Invesco S&P 500 Equal Weight | 1.17% | 13,586 | $1.3M | New |
| XHE SS SPDR S&P HC Equip ETF | 1.10% | 14,849 | $1.3M | New |
| JEDI Defiance Drone & Mod War ETF | 1.07% | 42,149 | $1.2M | New |
| HERO Global X Video Games& Esport | 1.02% | 46,713 | $1.2M | New |
| ONLN Proshares Online Retail ETF | 0.98% | 20,617 | $1.1M | New |
| COST Costco Wholesale Corp. | 0.90% | 1,100 | $1.0M | No change |
| PSLV Sprott Physical Silver Trust | 0.73% | 44,334 | $837K | No change |
| ARGT Global X MSCI Argentina ETF | 0.70% | 8,737 | $798K | New |
| DMRC Digimarc Corp. | 0.66% | 91,574 | $753K | Reduce -25.8% |
| SETM Sprott Critical Material ETF | 0.49% | 18,010 | $561K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.37% | 850 | $426K | No change |
| DGX Quest Diagnostics Inc. | 0.32% | 1,742 | $369K | No change |
| URA Global X Uranium ETF | 0.32% | 8,266 | $361K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| AMD Advanced Micro Devices | Sold out | 0.00% | −3.01 |
| LUNR Intuitive Machines Inc. | Sold out | 0.00% | −2.57 |
| CPNG Coupang Inc. | Sold out | 0.00% | −2.51 |
| S Sentinelone Inc. Class A | Sold out | 0.00% | −2.18 |
| XYZ Block Inc. | Reduce -55.4% | 3.11% | −1.90 |
| AEM Agnico Eagle Mines Ltd. | Reduce -6.8% | 5.77% | −1.57 |
| OR Or Royalties Inc. | Reduce -20.1% | 4.24% | −1.54 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −1.46 |
| AMZN Amazon.com Inc. | Reduce -41.0% | 2.69% | −0.92 |
| EVLV Evolv Technologies Holdings | Reduce -24.6% | 3.03% | −0.77 |
| NOW ServiceNow Inc. | Reduce -27.2% | 2.38% | −0.74 |
| CDE Coeur Mining Inc. | Reduce -10.3% | 4.51% | −0.73 |
| PRCT Procept Biorobotics Corp. | Reduce -24.0% | 1.55% | −0.50 |
| MELI MercadoLibre Inc. | Reduce -29.4% | 1.38% | −0.43 |
| ZM Zoom Communications Inc. | Reduce -26.4% | 2.71% | −0.40 |
| STIM Neuronetics Inc. | Reduce -8.0% | 1.86% | −0.18 |
| ESTC Elastic NV | Reduce -24.1% | 3.24% | −0.15 |
| GTLB Gitlab Inc. Class A | Reduce -38.2% | 3.02% | −0.12 |
| DUOL Duolingo | Reduce -25.8% | 1.75% | −0.08 |
| DLO Dlocal Ltd. | Reduce -8.9% | 5.40% | +0.04 |
| DCTH Delcath Systems Inc. | Reduce -27.0% | 1.65% | +0.14 |
| DMRC Digimarc Corp. | Reduce -25.8% | 0.66% | +0.18 |
| SHMD Schmid Group NV | Reduce -8.6% | 1.38% | +0.22 |
| OSCR Oscar Health Inc. Class A | Reduce -59.7% | 2.78% | +0.26 |
| VOYG Voyager Technologies Inc. Class A | Reduce -24.2% | 2.03% | +0.27 |
| FLYW Flywire Corp.-Voting | Reduce -27.2% | 3.12% | +0.55 |
| WEAV Weave Communications Inc. | Reduce -8.3% | 3.98% | +0.94 |
| SPIR Spire Global Inc. | Reduce -17.6% | 10.17% | +2.60 |
| CLPT Clearpoint Neuro Inc. | Reduce -8.6% | 6.97% | +3.44 |
Portfolio Buys Q1 2026 → Q2 2026
| TEM Tempus AI Inc. Class A | New | 1.74% | +1.74 |
| GDX Vaneck Gold Miners ETF | Add +168.9% | 2.89% | +1.70 |
| UFO Procure Space ETF | New | 1.54% | +1.54 |
| FINX Global X Fintech ETF | New | 1.21% | +1.21 |
| RSPG Invesco S&P 500 Equal Weight | New | 1.17% | +1.17 |
| XHE SS SPDR S&P HC Equip ETF | New | 1.10% | +1.10 |
| JEDI Defiance Drone & Mod War ETF | New | 1.07% | +1.07 |
| HERO Global X Video Games& Esport | New | 1.02% | +1.02 |
| ONLN Proshares Online Retail ETF | New | 0.98% | +0.98 |
| SLVP iShares MSCI Global Silver A | Add +98.3% | 1.55% | +0.73 |
| ARGT Global X MSCI Argentina ETF | New | 0.70% | +0.70 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 43 | $113.9M | SPIR, CLPT, AEM, DLO, CDE |
| Q1 2026 | 39 | $125.6M | SPIR, AEM, OR, DLO, CDE |
| Q4 2025 | 34 | $110.4M | AEM, OR, NBIS, DLO, CDE |
| Q3 2025 | 31 | $120.4M | NBIS, CDE, OR, AEM, DLO |
| Q2 2025 | 32 | $107.2M | NBIS, CDE, AEM, OR, SPIR |
| Q1 2025 | 33 | $88.1M | AEM, OR, ZM, CDE, XYZ |
| Q4 2024 | 32 | $102.4M | PLTR, AEM, XYZ, ZM, SPIR |
| Q3 2024 | 30 | $80.3M | AEM, PLTR, ZM, OR, XYZ |
| Q2 2024 | 32 | $84.4M | AEM, AMZN, SPIR, OXY, OR |
| Q1 2024 | 31 | $84.7M | AEM, XYZ, OR, RIG, OXY |