LG

Lane Generational Portfolio holdings

AUM $110M
1-Year Est. Return 46.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$3.57M
3
+$2.52M
4
VVV icon
Valvoline
VVV
+$2.41M
5
SPIR icon
Spire Global
SPIR
+$2.1M

Top Sells

1
+$6.31M
2
+$3.85M
3
+$3.17M
4
NBIS
Nebius Group N.V.
NBIS
+$3.04M
5
CDE icon
Coeur Mining
CDE
+$2.99M

Sector Composition

1 Materials 23.8%
2 Technology 21.83%
3 Healthcare 16.88%
4 Industrials 12.9%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEM icon
1
Agnico Eagle Mines
AEM
$111B
$9.95M 9.02%
58,712
-191
OR icon
2
OR Royalties Inc
OR
$8.07B
$9.14M 8.28%
258,272
-1,021
NBIS
3
Nebius Group N.V.
NBIS
$24.2B
$7.51M 6.8%
89,685
-29,293
DLO icon
4
dLocal
DLO
$3.48B
$7.17M 6.5%
507,257
+1,811
CDE icon
5
Coeur Mining
CDE
$14.5B
$7.17M 6.5%
402,229
-171,901
SPIR icon
6
Spire Global
SPIR
$324M
$5.59M 5.06%
745,217
+214,532
XYZ
7
Block Inc
XYZ
$40.9B
$5.17M 4.68%
79,399
+16,174
CLPT icon
8
ClearPoint Neuro
CLPT
$275M
$4.66M 4.22%
340,607
+28,722
ZM icon
9
Zoom
ZM
$22.9B
$4.19M 3.8%
48,594
-241
AMZN icon
10
Amazon
AMZN
$2.35T
$4.1M 3.72%
17,769
+20
AMD icon
11
Advanced Micro Devices
AMD
$325B
$4.04M 3.66%
18,878
-243
WTTR icon
12
Select Water Solutions
WTTR
$1.67B
$3.87M 3.51%
367,818
-11
WEAV icon
13
Weave Communications
WEAV
$434M
$3.87M 3.5%
509,534
+97,072
BAH icon
14
Booz Allen Hamilton
BAH
$9.62B
$3.44M 3.12%
+40,812
OSCR icon
15
Oscar Health
OSCR
$4.28B
$3.17M 2.87%
220,419
+2,710
LUNR icon
16
Intuitive Machines
LUNR
$2.51B
$2.78M 2.52%
+171,080
MELI icon
17
Mercado Libre
MELI
$90.3B
$2.6M 2.36%
1,292
+16
VOYG
18
Voyager Technologies
VOYG
$1.63B
$2.43M 2.2%
+92,906
STIM icon
19
Neuronetics
STIM
$96.6M
$2.35M 2.13%
+1,705,197
VVV icon
20
Valvoline
VVV
$4.59B
$2.18M 1.98%
+75,092
DCTH icon
21
Delcath Systems
DCTH
$315M
$2M 1.81%
+197,690
PRCT icon
22
Procept Biorobotics
PRCT
$1.42B
$1.79M 1.62%
+56,824
PHYS icon
23
Sprott Physical Gold
PHYS
$18.5B
$1.51M 1.37%
45,858
GDX icon
24
VanEck Gold Miners ETF
GDX
$32.1B
$1.39M 1.26%
16,201
AAPL icon
25
Apple
AAPL
$3.82T
$1.36M 1.23%
5,004
+17
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