Lane Generational LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 31, 2024), Lane Generational LLC reported 32 stock positions worth $84.4 million. Its top holding was Agnico Eagle Mines (AEM) at 7.0% of the portfolio, followed by Amazon.com (AMZN, 6.2%) and Spire Global (SPIR, 6.0%). Compared with Q1 2024, it opened 2 new positions, sold out of 1, added to 6 and reduced 19. The biggest buy was a new position in Dlocal (DLO) and the biggest sale an exit from RAPID7 (RPD).
- Most Recent 13F
- Q2 2026
- Location
- Palm Beach, FL
- CIK
- 0001901384
- Portfolio Value
- $84.4M (Q2 2024)
- SEC Filing
- 0001172661-24-002988 ↗ filed Jul 31, 2024
Holdings Value
Holdings 32 stocks · $84.4M
| AEM Agnico Eagle Mines Ltd. | 7.04% | 90,897 | $5.9M | Reduce -12.6% |
| AMZN Amazon.com Inc. | 6.23% | 27,208 | $5.3M | Reduce -3.0% |
| SPIR Spire Global Inc. | 6.01% | 468,338 | $5.1M | Add +14.6% |
| OXY Occidental Petroleum Corp. | 5.88% | 78,740 | $5.0M | Reduce -2.5% |
| OR Osisko Gold Royalties Ltd. | 5.82% | 315,106 | $4.9M | Reduce -4.1% |
| PLTR Palantir Technologies Inc. Class A | 5.78% | 192,462 | $4.9M | Reduce -2.8% |
| SILV Silvercrest Metals Inc. | 5.68% | 588,179 | $4.8M | Reduce -4.2% |
| MELI MercadoLibre Inc. | 5.38% | 2,765 | $4.5M | Add +27.2% |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 5.31% | 75,788 | $4.5M | Add +73.9% |
| XYZ Block Inc. | 5.07% | 66,408 | $4.3M | Reduce -2.6% |
| RIG Transocean Ltd. | 5.06% | 798,694 | $4.3M | Reduce -6.3% |
| PROSHARES TR | 4.64% | 472,822 | $3.9M | Add +47.4% |
| WTTR Select Water Solutions Inc. | 4.17% | 328,565 | $3.5M | Reduce -3.0% |
| PROSHARES TR | 3.96% | 115,982 | $3.3M | Reduce -0.7% |
| CVS CVS Health Corp. | 3.49% | 49,825 | $2.9M | Reduce -2.7% |
| ENPH Enphase Energy Inc. | 3.48% | 29,500 | $2.9M | Reduce -2.9% |
| DLO Dlocal Ltd. | 3.29% | 342,882 | $2.8M | New |
| FSLY Fastly Inc. Class A | 2.45% | 280,128 | $2.1M | Add +34.8% |
| RCM R1 RCM Inc. | 2.33% | 156,243 | $2.0M | Add +60.9% |
| AAPL Apple Inc. | 1.24% | 4,987 | $1.1M | No change |
| COST Costco Wholesale Corp. | 1.11% | 1,100 | $935K | No change |
| CLPT Clearpoint Neuro Inc. | 1.08% | 169,517 | $914K | Reduce -2.9% |
| PHYS Sprott Physical Gold Trust | 1.01% | 47,244 | $853K | Reduce -6.8% |
| RVNC Revance Therapeutics Inc. | 0.97% | 319,322 | $821K | New |
| GDX Vaneck Gold Miners ETF | 0.81% | 20,192 | $685K | Reduce -8.1% |
| TMO Thermo Fisher Scientific Inc. | 0.56% | 850 | $470K | No change |
| SLV iShares Silver Trust | 0.49% | 15,648 | $416K | Reduce -9.6% |
| SLVP iShares MSCI Global Silver A | 0.49% | 35,968 | $413K | Reduce -6.8% |
| URA Global X Uranium ETF | 0.34% | 10,056 | $291K | Reduce -9.1% |
| KCCA Kraneshares California Carbo | 0.34% | 12,773 | $286K | Reduce -7.0% |
| DGX Quest Diagnostics Inc. | 0.28% | 1,742 | $238K | No change |
| PSLV Sprott Physical Silver Trust | 0.20% | 17,007 | $169K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| RPD RAPID7 Inc. | Sold out | 0.00% | −3.88 |
| XYZ Block Inc. | Reduce -2.6% | 5.07% | −1.73 |
| CVS CVS Health Corp. | Reduce -2.7% | 3.49% | −1.33 |
| RIG Transocean Ltd. | Reduce -6.3% | 5.06% | −1.25 |
| ENPH Enphase Energy Inc. | Reduce -2.9% | 3.48% | −0.85 |
| OR Osisko Gold Royalties Ltd. | Reduce -4.1% | 5.82% | −0.55 |
| PROSHARES TR | Reduce -0.7% | 3.96% | −0.49 |
| CLPT Clearpoint Neuro Inc. | Reduce -2.9% | 1.08% | −0.32 |
| OXY Occidental Petroleum Corp. | Reduce -2.5% | 5.88% | −0.32 |
| AEM Agnico Eagle Mines Ltd. | Reduce -12.6% | 7.04% | −0.27 |
| KCCA Kraneshares California Carbo | Reduce -7.0% | 0.34% | −0.13 |
| URA Global X Uranium ETF | Reduce -9.1% | 0.34% | −0.03 |
| PHYS Sprott Physical Gold Trust | Reduce -6.8% | 1.01% | −0.02 |
| GDX Vaneck Gold Miners ETF | Reduce -8.1% | 0.81% | −0.01 |
| SLVP iShares MSCI Global Silver A | Reduce -6.8% | 0.49% | +0.03 |
| SLV iShares Silver Trust | Reduce -9.6% | 0.49% | +0.03 |
| AMZN Amazon.com Inc. | Reduce -3.0% | 6.23% | +0.26 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.8% | 5.78% | +0.40 |
| WTTR Select Water Solutions Inc. | Reduce -3.0% | 4.17% | +0.48 |
| SILV Silvercrest Metals Inc. | Reduce -4.2% | 5.68% | +0.86 |
Portfolio Buys Q1 2024 → Q2 2024
| DLO Dlocal Ltd. | New | 3.29% | +3.29 |
| ZM Zoom Communications Inc. | Add +73.9% | 5.31% | +1.95 |
| MELI MercadoLibre Inc. | Add +27.2% | 5.38% | +1.51 |
| RVNC Revance Therapeutics Inc. | New | 0.97% | +0.97 |
| RCM R1 RCM Inc. | Add +60.9% | 2.33% | +0.85 |
| PROSHARES TR | Add +47.4% | 4.64% | +0.67 |
| SPIR Spire Global Inc. | Add +14.6% | 6.01% | +0.23 |
| FSLY Fastly Inc. Class A | Add +34.8% | 2.45% | −0.73 |
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 |