Lane Generational LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Lane Generational LLC reported 30 stock positions worth $80.3 million. Its top holding was Agnico Eagle Mines (AEM) at 8.8% of the portfolio, followed by Palantir Technologies Class A (PLTR, 8.6%) and Zoom Communications (ZM, 7.0%). Compared with Q2 2024, it opened 4 new positions, sold out of 6, added to 5 and reduced 13. The biggest buy was a new position in Apa (APA) and the biggest sale an exit from Proshares TR.
- Most Recent 13F
- Q2 2026
- Location
- Palm Beach, FL
- CIK
- 0001901384
- Portfolio Value
- $80.3M (Q3 2024)
- SEC Filing
- 0001172661-24-004643 ↗ filed Nov 13, 2024
Holdings Value
Holdings 30 stocks · $80.3M
| AEM Agnico Eagle Mines Ltd. | 8.80% | 87,773 | $7.1M | Reduce -3.4% |
| PLTR Palantir Technologies Inc. Class A | 8.57% | 184,959 | $6.9M | Reduce -3.9% |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 7.01% | 80,725 | $5.6M | Add +6.5% |
| OR Osisko Gold Royalties Ltd. | 6.97% | 302,360 | $5.6M | Reduce -4.0% |
| XYZ Block Inc. | 6.51% | 77,909 | $5.2M | Add +17.3% |
| SILV Silvercrest Metals Inc. | 6.48% | 562,278 | $5.2M | Reduce -4.4% |
| AMZN Amazon.com Inc. | 6.18% | 26,636 | $5.0M | Reduce -2.1% |
| SPIR Spire Global Inc. | 5.59% | 449,197 | $4.5M | Reduce -4.1% |
| OXY Occidental Petroleum Corp. | 5.36% | 83,578 | $4.3M | Add +6.1% |
| WTTR Select Water Solutions Inc. | 4.34% | 313,291 | $3.5M | Reduce -4.7% |
| DLO Dlocal Ltd. | 4.09% | 410,516 | $3.3M | Add +19.7% |
| RIG Transocean Ltd. | 4.06% | 767,077 | $3.3M | Reduce -4.0% |
| ENPH Enphase Energy Inc. | 3.98% | 28,280 | $3.2M | Reduce -4.1% |
| MELI MercadoLibre Inc. | 3.47% | 1,360 | $2.8M | Reduce -50.8% |
| FSLY Fastly Inc. Class A | 2.55% | 270,649 | $2.0M | Reduce -3.4% |
| APA Apa Corp. | 2.27% | 74,581 | $1.8M | New |
| CLPT Clearpoint Neuro Inc. | 2.20% | 157,695 | $1.8M | Reduce -7.0% |
| BRKR Bruker Corp. | 1.74% | 20,268 | $1.4M | New |
| AAPL Apple Inc. | 1.45% | 4,987 | $1.2M | No change |
| COST Costco Wholesale Corp. | 1.21% | 1,100 | $975K | No change |
| GTLS Chart Industries Inc. | 1.20% | 7,777 | $965K | New |
| PHYS Sprott Physical Gold Trust | 1.20% | 47,244 | $963K | No change |
| GDX Vaneck Gold Miners ETF | 0.96% | 19,417 | $773K | Reduce -3.8% |
| ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP | 0.93% | 28,315 | $745K | New |
| TMO Thermo Fisher Scientific Inc. | 0.65% | 850 | $526K | No change |
| PSLV Sprott Physical Silver Trust | 0.60% | 45,833 | $479K | Add +169.5% |
| SLVP iShares MSCI Global Silver A | 0.59% | 35,968 | $477K | No change |
| URA Global X Uranium ETF | 0.36% | 10,056 | $288K | No change |
| KCCA Kraneshares California Carbo | 0.34% | 12,773 | $275K | No change |
| DGX Quest Diagnostics Inc. | 0.34% | 1,742 | $270K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| PROSHARES TR | Sold out | 0.00% | −4.64 |
| PROSHARES TR | Sold out | 0.00% | −3.96 |
| CVS CVS Health Corp. | Sold out | 0.00% | −3.49 |
| RCM R1 RCM Inc. | Sold out | 0.00% | −2.33 |
| MELI MercadoLibre Inc. | Reduce -50.8% | 3.47% | −1.91 |
| RIG Transocean Ltd. | Reduce -4.0% | 4.06% | −1.00 |
| RVNC Revance Therapeutics Inc. | Sold out | 0.00% | −0.97 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.49 |
| SPIR Spire Global Inc. | Reduce -4.1% | 5.59% | −0.43 |
| AMZN Amazon.com Inc. | Reduce -2.1% | 6.18% | −0.05 |
| FSLY Fastly Inc. Class A | Reduce -3.4% | 2.55% | +0.10 |
| GDX Vaneck Gold Miners ETF | Reduce -3.8% | 0.96% | +0.15 |
| WTTR Select Water Solutions Inc. | Reduce -4.7% | 4.34% | +0.18 |
| ENPH Enphase Energy Inc. | Reduce -4.1% | 3.98% | +0.49 |
| SILV Silvercrest Metals Inc. | Reduce -4.4% | 6.48% | +0.80 |
| CLPT Clearpoint Neuro Inc. | Reduce -7.0% | 2.20% | +1.12 |
| OR Osisko Gold Royalties Ltd. | Reduce -4.0% | 6.97% | +1.15 |
| AEM Agnico Eagle Mines Ltd. | Reduce -3.4% | 8.80% | +1.76 |
| PLTR Palantir Technologies Inc. Class A | Reduce -3.9% | 8.57% | +2.79 |
Portfolio Buys Q2 2024 → Q3 2024
| APA Apa Corp. | New | 2.27% | +2.27 |
| BRKR Bruker Corp. | New | 1.74% | +1.74 |
| ZM Zoom Communications Inc. | Add +6.5% | 7.01% | +1.69 |
| XYZ Block Inc. | Add +17.3% | 6.51% | +1.44 |
| GTLS Chart Industries Inc. | New | 1.20% | +1.20 |
| ONT Onterris Inc. | New | 0.93% | +0.93 |
| DLO Dlocal Ltd. | Add +19.7% | 4.09% | +0.80 |
| PSLV Sprott Physical Silver Trust | Add +169.5% | 0.60% | +0.40 |
| OXY Occidental Petroleum Corp. | Add +6.1% | 5.36% | −0.52 |
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 |