Lane Generational LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Lane Generational LLC reported 32 stock positions worth $102.4 million. Its top holding was Palantir Technologies Class A (PLTR) at 11.4% of the portfolio, followed by Agnico Eagle Mines (AEM, 6.7%) and Block (XYZ, 6.4%). Compared with Q3 2024, it opened 2 new positions, added to 13 and reduced 5. The biggest buy was a new position in Advanced Micro Devices (AMD) and the biggest sale Zoom Communications (ZM, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Palm Beach, FL
- CIK
- 0001901384
- Portfolio Value
- $102.4M (Q4 2024)
- SEC Filing
- 0001172661-25-000592 ↗ filed Feb 7, 2025
Holdings Value
Holdings 32 stocks · $102.4M
| PLTR Palantir Technologies Inc. Class A | 11.41% | 154,441 | $11.7M | Reduce -16.5% |
| AEM Agnico Eagle Mines Ltd. | 6.74% | 88,226 | $6.9M | Add +0.5% |
| XYZ Block Inc. | 6.45% | 77,683 | $6.6M | Reduce -0.3% |
| ZM Zoom Communications Inc. | 6.41% | 80,484 | $6.6M | Reduce -0.3% |
| SPIR Spire Global Inc. | 6.17% | 449,366 | $6.3M | Add +0.0% |
| AMZN Amazon.com Inc. | 5.59% | 26,068 | $5.7M | Reduce -2.1% |
| OR Osisko Gold Royalties Ltd. | 5.36% | 303,401 | $5.5M | Add +0.3% |
| SILV Silvercrest Metals Inc. | 5.02% | 565,166 | $5.1M | Add +0.5% |
| DLO Dlocal Ltd. | 4.53% | 412,233 | $4.6M | Add +0.4% |
| ENPH Enphase Energy Inc. | 4.42% | 65,844 | $4.5M | Add +132.8% |
| OXY Occidental Petroleum Corp. | 4.38% | 90,757 | $4.5M | Add +8.6% |
| WTTR Select Water Solutions Inc. | 4.07% | 314,929 | $4.2M | Add +0.5% |
| RIG Transocean Ltd. | 3.83% | 1,044,629 | $3.9M | Add +36.2% |
| BRKR Bruker Corp. | 3.81% | 66,552 | $3.9M | Add +228.4% |
| AMD Advanced Micro Devices | 2.63% | 22,309 | $2.7M | New |
| APA Apa Corp. | 2.51% | 111,158 | $2.6M | Add +49.0% |
| FSLY Fastly Inc. Class A | 2.50% | 270,649 | $2.6M | No change |
| CLPT Clearpoint Neuro Inc. | 2.37% | 157,695 | $2.4M | No change |
| MELI MercadoLibre Inc. | 2.26% | 1,362 | $2.3M | Add +0.1% |
| GTLS Chart Industries Inc. | 1.44% | 7,749 | $1.5M | Reduce -0.4% |
| STAA Staar Surgical Co. | 1.41% | 59,336 | $1.4M | New |
| AAPL Apple Inc. | 1.22% | 4,987 | $1.2M | No change |
| COST Costco Wholesale Corp. | 0.98% | 1,100 | $1.0M | No change |
| PHYS Sprott Physical Gold Trust | 0.93% | 47,244 | $951K | No change |
| ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP | 0.88% | 48,566 | $901K | Add +71.5% |
| GDX Vaneck Gold Miners ETF | 0.64% | 19,417 | $658K | No change |
| PSLV Sprott Physical Silver Trust | 0.43% | 45,833 | $442K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.43% | 850 | $442K | No change |
| SLVP iShares MSCI Global Silver A | 0.41% | 35,968 | $415K | No change |
| URA Global X Uranium ETF | 0.26% | 10,056 | $269K | No change |
| DGX Quest Diagnostics Inc. | 0.26% | 1,742 | $263K | No change |
| KCCA Kraneshares California Carbo | 0.24% | 12,773 | $251K | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| AMD Advanced Micro Devices | New | 2.63% | +2.63 |
| BRKR Bruker Corp. | Add +228.4% | 3.81% | +2.07 |
| STAA Staar Surgical Co. | New | 1.41% | +1.41 |
| SPIR Spire Global Inc. | Add +0.0% | 6.17% | +0.59 |
| DLO Dlocal Ltd. | Add +0.4% | 4.53% | +0.44 |
| ENPH Enphase Energy Inc. | Add +132.8% | 4.42% | +0.44 |
| APA Apa Corp. | Add +49.0% | 2.51% | +0.24 |
| ONT Onterris Inc. | Add +71.5% | 0.88% | −0.05 |
| RIG Transocean Ltd. | Add +36.2% | 3.83% | −0.23 |
| WTTR Select Water Solutions Inc. | Add +0.5% | 4.07% | −0.27 |
| OXY Occidental Petroleum Corp. | Add +8.6% | 4.38% | −0.98 |
| MELI MercadoLibre Inc. | Add +0.1% | 2.26% | −1.21 |
| SILV Silvercrest Metals Inc. | Add +0.5% | 5.02% | −1.45 |
| OR Osisko Gold Royalties Ltd. | Add +0.3% | 5.36% | −1.60 |
| AEM Agnico Eagle Mines Ltd. | Add +0.5% | 6.74% | −2.06 |
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 |