LG
Lane Generational LLC — 13F Portfolio Analysis & Stock Picks (Q2 2026)
Lane Generational LLCCIK: 0001901384
ContrarianDiversified strategyQuality / disciplined sizing
Total reported value
$113.9M
Reporting period: 2026-06-30 · Number of holdings: 43
Lane Generational LLC disclosed 43 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $113.9M and a quarterly turnover rate of 47.1%.
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Personality snowflake
- Concentration
- 15.75
- Portfolio Stability
- 47.08
- Momentum
- 0
- Sector conviction
- 70.67
- Diversification
- 86
- Sizing Uniformity
- 91.57
Lane Generational LLC's disclosed holdings carry a Herfindahl concentration index of 0.039 — mathematically equivalent to about 25 equally-sized positions, well below its 43 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.84), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 35% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd CLPT
-8.6% $3.5M
Sold out AMD
Add SPIR
-17.6% $2.1M
Sold out LUNR
Sold out CPNG
Sold out S
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPIR | Spire Global Inc | Stock-Other | 10.17% | +2.60% | -17.60% | |
| 2 | CLPT | Clearpoint Neuro Inc | Stock-Other | 6.97% | +3.44% | -8.63% | |
| 3 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 5.77% | -1.57% | -6.76% | |
| 4 | DLO | DLocal Limited | Stock-Other | 5.40% | +0.03% | -8.89% | |
| 5 | CDE | Coeur Mining Inc | Stock-Materials | 4.51% | -0.74% | -10.31% | |
| 6 | OR | Or Royalties Inc | Stock-Other | 4.24% | -1.54% | -20.08% | |
| 7 | WEAV | Weave Communications Inc | Stock-Other | 3.98% | +0.94% | -8.34% | |
| 8 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 3.24% | -0.15% | -24.05% | |
| 9 | FLYW | Flywire Corp-voting | Stock-Other | 3.12% | +0.54% | -27.22% | |
| 10 | XYZ | Block Inc | Stock-Financials | 3.11% | -1.90% | -55.39% | |
| 11 | EVLV | Evolv Technologies Holdings | Stock-Other | 3.03% | -0.78% | -24.63% | |
| 12 | GTLB | Gitlab Inc-cl A | Stock-Tech | 3.02% | -0.12% | -38.21% | |
| 13 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.89% | +1.71% | +168.88% | |
| 14 | OSCR | Oscar Health Inc - Class A | Stock-Healthcare | 2.78% | +0.26% | -59.74% | |
| 15 | ZM | Zoom Communications Inc | Stock-Tech | 2.71% | -0.40% | -26.36% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.69% | -0.92% | -41.00% | |
| 17 | NOW | Servicenow Inc | Stock-Tech | 2.38% | -0.74% | -27.24% | |
| 18 | VOYG | Voyager Technologies Inc-a | Stock-Other | 2.03% | +0.27% | -24.19% | |
| 19 | STIM | Neuronetics Inc | Stock-Other | 1.86% | -0.19% | -7.96% | |
| 20 | DUOL | Duolingo | Stock-Tech | 1.75% | -0.08% | -25.78% | |
| 21 | TEM | Tempus Ai Inc-cl A | Stock-Healthcare | 1.74% | +1.74% | NEW | |
| 22 | DCTH | Delcath Systems Inc | Stock-Other | 1.65% | +0.13% | -27.03% | |
| 23 | PRCT | Procept Biorobotics CORP | Stock-Other | 1.55% | -0.50% | -24.00% | |
| 24 | SLVP | Ishares Msci Global Silver A | ETF-Commodities | 1.55% | +0.74% | +98.33% | |
| 25 | UFO | Procure Space ETF | ETF-Other | 1.54% | +1.54% | NEW | |
| 26 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.38% | -0.43% | -29.43% | |
| 27 | ✓ | Schmid Group N.v. | Stock-Other | 1.38% | +0.22% | -8.55% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.27% | +0.26% | — | |
| 29 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.21% | -0.08% | — | |
| 30 | FINX | Global X Fintech ETF | ETF-Tech | 1.21% | +1.21% | NEW | |
| 31 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.17% | +1.17% | NEW | |
| 32 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-Other | 1.10% | +1.10% | NEW | |
| 33 | JEDI | Defiance Drone & Mod War ETF | ETF-Other | 1.07% | +1.07% | NEW | |
| 34 | HERO | Global X Video Games& Esport | ETF-Other | 1.02% | +1.02% | NEW | |
| 35 | ONLN | Proshares Online Retail ETF | ETF-Other | 0.98% | +0.98% | NEW | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.90% | +0.03% | — | |
| 37 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.73% | -0.13% | — | |
| 38 | ARGT | Global X Msci Argentina ETF | ETF-Other | 0.70% | +0.70% | NEW | |
| 39 | ✓ | Stock-Other | 0.66% | +0.66% | NEW | ||
| 40 | SETM | Sprott Critical Material ETF | ETF-Other | 0.49% | +0.02% | — | |
| 41 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.37% | +0.04% | — | |
| 42 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.32% | +0.05% | — | |
| 43 | URA | Global X Uranium ETF | ETF-Other | 0.32% | — | — |
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Portfolio Performance
Performance for Q3 2026
+2.4%
Performance Last 4 Quarters
+59.7%
- Stdev
- +26.1%
- Beta
- +0.9
- Alpha
- -4.7%
- Max Drawdown
- -35.9%
- Annualized Perf
- +10.6%
- Batting Avg vs S&P
- +50%
- Sortino
- +0.94
- Stutzer
- +0.15
- Treynor
- +0.15
- Sterling
- +0.39
- Calmar
- +0.29
- Information Ratio
- -0.29
- Tracking Error
- +23.4%
- Stdev Down
- +14.1%
- Winning Months %
- +50%
- Losing Months %
- +50%
- Best 12 Months
- +85.1%
- Worst 12 Months
- -30.1%
- Efficiency Ratio
- +0.16
- Sharpe
- +0.51
- Stdev Sectors
- +10.7%
- Skewness
- +0.51
- Kurtosis
- -0.7
- Upside Potential
- +3.12
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 43 | $113.9M | 47 | ||
| 2026 Q1 | 39 | $125.6M | 51 | ||
| 2025 Q4 | 34 | $110.4M | 45 | ||
| 2025 Q3 | 31 | $120.4M | 89 | ||
| 2025 Q2 | 32 | $107.2M | 0 | ||
| 2025 Q1 | 33 | $88.1M | 0 | ||
| 2024 Q4 | 32 | $102.4M | 0 | ||
| 2024 Q3 | 30 | $80.3M | 0 | ||
| 2024 Q2 | 32 | $84.4M | 0 | ||
| 2024 Q1 | 31 | $84.7M | 0 | ||
| 2023 Q4 | 30 | $80.4M | 0 | ||
| 2023 Q3 | 33 | $81.0M | 0 | ||
| 2023 Q2 | 32 | $69.7M | 0 | ||
| 2023 Q1 | 32 | $79.1M | 0 | ||
| 2022 Q4 | 34 | $69.2M | 0 | ||
| 2022 Q3 | 32 | $70.6M | 0 | ||
| 2022 Q2 | 32 | $74.8M | 0 | ||
| 2022 Q1 | 35 | $108.5M | 0 | ||
| 2021 Q4 | 34 | $116.2M | 0 |
Holding changes this quarter
Lane Generational LLC's most significant position changes for 2026-06-30: Sold out: Advanced Micro Devices (AMD); Sold out: Intuitive Machines Inc (LUNR); Sold out: Coupang Inc (CPNG); Sold out: Sentinelone Inc -class A (S); New buy: Tempus Ai Inc-cl A (TEM).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CLPT | Clearpoint Neuro Inc | +3.4% | -8.63% | Trim |
| 2 | SPIR | Spire Global Inc | +2.6% | -17.60% | Trim |
| 3 | TEM | Tempus Ai Inc-cl A | +1.7% | NEW | New buy |
| 4 | GDX | Vaneck Gold Miners ETF | +1.7% | +168.88% | Add |
| 5 | UFO | Procure Space ETF | +1.5% | NEW | New buy |
| 6 | FINX | Global X Fintech ETF | +1.2% | NEW | New buy |
| 7 | RSPG | Invesco S&p 500 Equal Weight | +1.2% | NEW | New buy |
| 8 | XHE | Ss Spdr S&p Hc Equip ETF | +1.1% | NEW | New buy |
| 9 | JEDI | Defiance Drone & Mod War ETF | +1.1% | NEW | New buy |
| 10 | HERO | Global X Video Games& Esport | +1% | NEW | New buy |
| 11 | ONLN | Proshares Online Retail ETF | +1% | NEW | New buy |
| 12 | WEAV | Weave Communications Inc | +0.9% | -8.34% | Trim |
| 13 | SLVP | Ishares Msci Global Silver A | +0.7% | +98.33% | Add |
| 14 | ARGT | Global X Msci Argentina ETF | +0.7% | NEW | New buy |
| 15 | ✓ | +0.7% | NEW | New buy | |
| 16 | FLYW | Flywire Corp-voting | +0.5% | -27.22% | Trim |
| 17 | VOYG | Voyager Technologies Inc-a | +0.3% | -24.19% | Trim |
| 18 | AAPL | Apple Inc | +0.3% | — | Unchanged |
| 19 | OSCR | Oscar Health Inc - Class A | +0.3% | -59.74% | Trim |
| 20 | ✓ | Schmid Group N.v. | +0.2% | -8.55% | Trim |
| 21 | DCTH | Delcath Systems Inc | +0.1% | -27.03% | Trim |
| 22 | DGX | Quest Diagnostics Inc | +0.1% | — | Unchanged |
| 23 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 24 | DLO | DLocal Limited | 0% | -8.89% | Trim |
| 25 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 26 | SETM | Sprott Critical Material ETF | 0% | — | Unchanged |
| 27 | URA | Global X Uranium ETF | — | — | Unchanged |
| 28 | DUOL | Duolingo | -0.1% | -25.78% | Trim |
| 29 | PHYS | Sprott Physical Gold Trust | -0.1% | — | Unchanged |
| 30 | GTLB | Gitlab Inc-cl A | -0.1% | -38.21% | Trim |
| 31 | PSLV | Sprott Physical Silver Trust | -0.1% | — | Unchanged |
| 32 | VOO | Vanguard S&P 500 ETF | -0.2% | -24.05% | Trim |
| 33 | STIM | Neuronetics Inc | -0.2% | -7.96% | Trim |
| 34 | ZM | Zoom Communications Inc | -0.4% | -26.36% | Trim |
| 35 | MELI | Mercadolibre Inc | -0.4% | -29.43% | Trim |
| 36 | DMRC | Digimarc Corporation | -0.5% | EXIT | Sold out |
| 37 | PRCT | Procept Biorobotics CORP | -0.5% | -24.00% | Trim |
| 38 | CDE | Coeur Mining Inc | -0.7% | -10.31% | Trim |
| 39 | NOW | Servicenow Inc | -0.7% | -27.24% | Trim |
| 40 | EVLV | Evolv Technologies Holdings | -0.8% | -24.63% | Trim |
| 41 | AMZN | Amazon.com Inc | -0.9% | -41.00% | Trim |
| 42 | TEAM | Atlassian Corp-cl A | -1.5% | EXIT | Sold out |
| 43 | OR | Or Royalties Inc | -1.5% | -20.08% | Trim |
| 44 | AEM | Agnico Eagle Mines LTD | -1.6% | -6.76% | Trim |
| 45 | XYZ | Block Inc | -1.9% | -55.39% | Trim |
| 46 | S | Sentinelone Inc -class A | -2.2% | EXIT | Sold out |
| 47 | CPNG | Coupang Inc | -2.5% | EXIT | Sold out |
| 48 | LUNR | Intuitive Machines Inc | -2.6% | EXIT | Sold out |
| 49 | AMD | Advanced Micro Devices | -3% | EXIT | Sold out |
Filing History
FAQ
What is Lane Generational LLC and what type of investor is it?
Lane Generational LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $113.9M, spread across 43 disclosed positions.
What are Lane Generational LLC's largest equity positions?
Based on the latest 13F filing, Lane Generational LLC's top holdings by market value are:
1. Spire Global Inc (SPIR) — $11.6M (10.2%)
2. Clearpoint Neuro Inc (CLPT) — $7.9M (7.0%)
3. Agnico Eagle Mines LTD (AEM) — $6.6M (5.8%)
4. DLocal Limited (DLO) — $6.2M (5.4%)
5. Coeur Mining Inc (CDE) — $5.1M (4.5%)
What changes did Lane Generational LLC make in its most recent portfolio filing?
In the latest reported quarter, Lane Generational LLC made 41 notable position adjustments: 10 new positions were initiated, 2 existing holdings were added to, 23 positions were partially reduced, and 6 were completely exited. The largest of these moves: Sold out: Advanced Micro Devices (AMD); Sold out: Intuitive Machines Inc (LUNR); Sold out: Coupang Inc (CPNG); Sold out: Sentinelone Inc -class A (S); New buy: Tempus Ai Inc-cl A (TEM)
What sectors does Lane Generational LLC focus on?
Lane Generational LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 32.1%
• Materials: 29.6%
• Health Care: 15.0%
• Consumer Discretionary: 11.7%
• Financials: 9.0%
• Consumer Staples: 2.6%
Investment Profile
Lane Generational LLC returned an annualized 10.6% over the trailing 36 months — underperforming the S&P 500 by 4.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.90 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 32.1% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 47 over the past 4 quarters — a shift toward more active trading.
It has added to its SPIR position over the past two quarters (+$6.0M, now $11.6M), while trimming OR over the same stretch (-$4.3M, still holding $4.8M).
Peer Institutions
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Sector conviction55.9
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RF
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FC
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Developer Access
Access Lane Generational LLC's institutional profile programmatically:
REST API
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