Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Spire Global Inc.COM CL A NEW | COM CL A NEW | $11.6M | 10.2% |
| Clearpoint Neuro Inc.COM | COM | $7.94M | 7.0% |
| Agnico Eagle Mines LtdCOM | COM | $6.57M | 5.8% |
| Dlocal LtdCLASS A COM | CLASS A COM | $6.16M | 5.4% |
| Coeur Mng Inc.COM NEW | COM NEW | $5.14M | 4.5% |
| OR Royalties Inc..COM SHS | COM SHS | $4.83M | 4.2% |
| Weave Communications Inc.COM | COM | $4.54M | 4.0% |
| Elastic N VORD SHS | ORD SHS | $3.69M | 3.2% |
| Flywire CorporationCOM VTG | COM VTG | $3.56M | 3.1% |
| Block Inc.CL A | CL A | $3.55M | 3.1% |
| Evolv Technologies Hldngs INCOM CL A | COM CL A | $3.46M | 3.0% |
| Gitlab Inc.CLASS A COM | CLASS A COM | $3.44M | 3.0% |
| Vaneck ETF TrustGOLD MINERS ETF | GOLD MINERS ETF | $3.29M | 2.9% |
| Oscar Health Inc.CL A | CL A | $3.16M | 2.8% |
| Zoom Communications Inc.CL A | CL A | $3.09M | 2.7% |
| Amazon Com Inc.COM | COM | $3.06M | 2.7% |
| Servicenow Inc.COM | COM | $2.71M | 2.4% |
| Voyager Technologies Inc.COM CL A | COM CL A | $2.31M | 2.0% |
| Neuronetics Inc.COM | COM | $2.12M | 1.9% |
| Duolingo Inc.CL A COM | CL A COM | $1.99M | 1.7% |
| Tempus AI Inc.CL A | CL A | $1.98M | 1.7% |
| Delcath Sys Inc.COM NEW | COM NEW | $1.88M | 1.7% |
| Procept Biorobotics Corp.COM | COM | $1.77M | 1.6% |
| iShares Inc.MSCI GLB SLV&MTL | MSCI GLB SLV&MTL | $1.76M | 1.5% |
| Procure ETF Trust IISPACE ETF | SPACE ETF | $1.75M | 1.5% |
| Mercadolibre Inc.COM | COM | $1.58M | 1.4% |
| Schmid Group N.V.EURO SHS CL A | EURO SHS CL A | $1.57M | 1.4% |
| Apple Inc.COM | COM | $1.44M | 1.3% |
| Sprott Asset Management LPPHYSICAL GOLD TR | PHYSICAL GOLD TR | $1.38M | 1.2% |
| Global X FdsFINTECH ETF | FINTECH ETF | $1.38M | 1.2% |
| Invesco Exchange Traded FD TS&P500 EQL ENR | S&P500 EQL ENR | $1.33M | 1.2% |
| SPDR Series TrustST STR SP HCEQ | ST STR SP HCEQ | $1.25M | 1.1% |
| ETF Ser SolutionsDEFI DRON MO ETF | DEFI DRON MO ETF | $1.22M | 1.1% |
| Global X FdsVDEO GAM ESPRT | VDEO GAM ESPRT | $1.16M | 1.0% |
| Proshares TRONLINE RTL ETF | ONLINE RTL ETF | $1.12M | 1.0% |
| Costco Wholesale CorporationCOM | COM | $1.03M | 0.9% |
| Sprott Asset Management LPPHYSICAL SILVER | PHYSICAL SILVER | $837K | 0.7% |
| Global X FdsGB MSCI AR ETF | GB MSCI AR ETF | $798K | 0.7% |
| Digimarc Corp.COM | COM | $753K | 0.7% |
| Sprott Fds TRSPROTT CRITICAL | SPROTT CRITICAL | $561K | 0.5% |
| Thermo Fisher Scientific Inc.COM | COM | $426K | 0.4% |
| Quest Diagnostics Inc.COM | COM | $369K | 0.3% |
| Global X FdsGLOBAL X URANIUM | GLOBAL X URANIUM | $361K | 0.3% |
Spire Global Inc.COM CL A NEW$11.6M
- Class
- COM CL A NEW
- Share
- 10.2%
Clearpoint Neuro Inc.COM$7.94M
- Class
- COM
- Share
- 7.0%
Agnico Eagle Mines LtdCOM$6.57M
- Class
- COM
- Share
- 5.8%
Dlocal LtdCLASS A COM$6.16M
- Class
- CLASS A COM
- Share
- 5.4%
Coeur Mng Inc.COM NEW$5.14M
- Class
- COM NEW
- Share
- 4.5%
OR Royalties Inc..COM SHS$4.83M
- Class
- COM SHS
- Share
- 4.2%
Weave Communications Inc.COM$4.54M
- Class
- COM
- Share
- 4.0%
Elastic N VORD SHS$3.69M
- Class
- ORD SHS
- Share
- 3.2%
Flywire CorporationCOM VTG$3.56M
- Class
- COM VTG
- Share
- 3.1%
Block Inc.CL A$3.55M
- Class
- CL A
- Share
- 3.1%
Evolv Technologies Hldngs INCOM CL A$3.46M
- Class
- COM CL A
- Share
- 3.0%
Gitlab Inc.CLASS A COM$3.44M
- Class
- CLASS A COM
- Share
- 3.0%
Vaneck ETF TrustGOLD MINERS ETF$3.29M
- Class
- GOLD MINERS ETF
- Share
- 2.9%
Oscar Health Inc.CL A$3.16M
- Class
- CL A
- Share
- 2.8%
Zoom Communications Inc.CL A$3.09M
- Class
- CL A
- Share
- 2.7%
Amazon Com Inc.COM$3.06M
- Class
- COM
- Share
- 2.7%
Servicenow Inc.COM$2.71M
- Class
- COM
- Share
- 2.4%
Voyager Technologies Inc.COM CL A$2.31M
- Class
- COM CL A
- Share
- 2.0%
Neuronetics Inc.COM$2.12M
- Class
- COM
- Share
- 1.9%
Duolingo Inc.CL A COM$1.99M
- Class
- CL A COM
- Share
- 1.7%
Tempus AI Inc.CL A$1.98M
- Class
- CL A
- Share
- 1.7%
Delcath Sys Inc.COM NEW$1.88M
- Class
- COM NEW
- Share
- 1.7%
Procept Biorobotics Corp.COM$1.77M
- Class
- COM
- Share
- 1.6%
iShares Inc.MSCI GLB SLV&MTL$1.76M
- Class
- MSCI GLB SLV&MTL
- Share
- 1.5%
Procure ETF Trust IISPACE ETF$1.75M
- Class
- SPACE ETF
- Share
- 1.5%
Mercadolibre Inc.COM$1.58M
- Class
- COM
- Share
- 1.4%
Schmid Group N.V.EURO SHS CL A$1.57M
- Class
- EURO SHS CL A
- Share
- 1.4%
Apple Inc.COM$1.44M
- Class
- COM
- Share
- 1.3%
Sprott Asset Management LPPHYSICAL GOLD TR$1.38M
- Class
- PHYSICAL GOLD TR
- Share
- 1.2%
Global X FdsFINTECH ETF$1.38M
- Class
- FINTECH ETF
- Share
- 1.2%
Invesco Exchange Traded FD TS&P500 EQL ENR$1.33M
- Class
- S&P500 EQL ENR
- Share
- 1.2%
SPDR Series TrustST STR SP HCEQ$1.25M
- Class
- ST STR SP HCEQ
- Share
- 1.1%
ETF Ser SolutionsDEFI DRON MO ETF$1.22M
- Class
- DEFI DRON MO ETF
- Share
- 1.1%
Global X FdsVDEO GAM ESPRT$1.16M
- Class
- VDEO GAM ESPRT
- Share
- 1.0%
Proshares TRONLINE RTL ETF$1.12M
- Class
- ONLINE RTL ETF
- Share
- 1.0%
Costco Wholesale CorporationCOM$1.03M
- Class
- COM
- Share
- 0.9%
Sprott Asset Management LPPHYSICAL SILVER$837K
- Class
- PHYSICAL SILVER
- Share
- 0.7%
Global X FdsGB MSCI AR ETF$798K
- Class
- GB MSCI AR ETF
- Share
- 0.7%
Digimarc Corp.COM$753K
- Class
- COM
- Share
- 0.7%
Sprott Fds TRSPROTT CRITICAL$561K
- Class
- SPROTT CRITICAL
- Share
- 0.5%
Thermo Fisher Scientific Inc.COM$426K
- Class
- COM
- Share
- 0.4%
Quest Diagnostics Inc.COM$369K
- Class
- COM
- Share
- 0.3%
Global X FdsGLOBAL X URANIUM$361K
- Class
- GLOBAL X URANIUM
- Share
- 0.3%
The share class is shown on a wider screen.
The 43 largest of 43 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1901384
- File number
- 028-21609
- Options
- 0 call, 0 put
- In the 25 largest
- 83.7%
- Prior quarter
- $126M at 31 March 2026
- Positions opened
- 10
- Positions closed
- 6
Common questions
What are Lane Generational’s 13F holdings worth?
$114 million across 43 positions for the quarter ended 30 June 2026.
What is Lane Generational’s largest 13F holding?
SPIRE GLOBAL INC (COM CL A NEW) was the largest position at $11.6 million, or 10.2% of reported 13F value, as of 30 June 2026.
How concentrated is Lane Generational’s 13F portfolio?
The ten largest positions accounted for 50.5% of reported value and the twenty-five largest for 83.7%, across 43 positions as of 30 June 2026.
Does Form 13F show everything Lane Generational manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Lane Generational file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.