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Lane Generational Portfolio holdings
AUM
$114M
Turnover
29.17%
1-Year Est. Return
43.8%
This Fund
S&P 500
This Quarter Est. Return
+20.53%
1 Year Est. Return
+43.8%
3 Year Est. Return
+148.23%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$114M
AUM Growth
-$11.7M
(-9.3%)
Cap. Flow
-$27.1M
Cap. Flow % of AUM
Cap. Flow %
-23.83%
Top 10 Holdings %
Top 10 Hldgs %
50.53%
Holding
48
New
9
Increased
2
Reduced
24
Closed
5
Avg Time Held
1.9
years
Top 10 Avg Time Held
1.7
years
Top 20 Avg Time Held
1.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
VanEck Gold Miners ETF
GDX
|
+$2.42M |
| 2 |
Procure Space ETF
UFO
|
+$1.86M |
| 3 |
Tempus AI
TEM
|
+$1.72M |
| 4 |
Invesco S&P 500 Equal Weight Energy ETF
RSPG
|
+$1.41M |
| 5 |
Global X FinTech ETF
FINX
|
+$1.39M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Block Inc
XYZ
|
+$4.07M |
| 2 |
Advanced Micro Devices
AMD
|
+$3.78M |
| 3 |
Oscar Health
OSCR
|
+$3.54M |
| 4 |
Intuitive Machines
LUNR
|
+$3.23M |
| 5 |
Coupang
CPNG
|
+$3.16M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.67% |
| 2 | Healthcare | 21.24% |
| 3 | Industrials | 16.61% |
| 4 | Miscellaneous | 15.98% |
| 5 | Materials | 14.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Mercado Libre
MELI
$92.9B
| $1.58M | 1.38% |
928
-387
| -29% | -$661K |
2021 Q4
18 quarters
|
|
27
SCHMID Group
SHMD
$191M
| $1.57M | 1.38% |
251,144
-23,473
| -9% | -$144K |
2026 Q1
1 quarter
|
|
28
Apple
AAPL
$4.99T
| $1.44M | 1.27% |
4,987
| – | – |
2021 Q4
18 quarters
|
|
29
Sprott Physical Gold
PHYS
$14.8B
| $1.38M | 1.21% |
45,858
| – | – |
2021 Q4
18 quarters
|
|
|
30
Global X FinTech ETF
FINX
$155M
| $1.38M | 1.21% |
+55,700
| New | +$1.39M |
2026 Q2
0 quarters
|
|
|
31
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$666M
| $1.33M | 1.17% |
+13,586
| New | +$1.41M |
2026 Q2
0 quarters
|
|
32
State Street SPDR S&P Health Care Equipment ETF
XHE
$166M
| $1.25M | 1.1% |
+14,849
| New | +$1.2M |
2026 Q2
0 quarters
|
|
33
Defiance Drone and Modern Warfare ETF
JEDI
$142M
| $1.22M | 1.07% |
+42,149
| New | +$1.3M |
2026 Q2
0 quarters
|
|
34
Global X Video Games & Esports ETF
HERO
$62.6M
| $1.16M | 1.02% |
+46,713
| New | +$1.2M |
2026 Q2
0 quarters
|
|
35
ProShares Online Retail ETF
ONLN
$59.5M
| $1.12M | 0.98% |
+20,617
| New | +$1.17M |
2026 Q2
0 quarters
|
|
36
Costco
COST
$440B
| $1.03M | 0.9% |
1,100
| – | – |
2021 Q4
18 quarters
|
|
37
Sprott Physical Silver Trust
PSLV
$11.7B
| $837K | 0.73% |
44,334
| – | – |
2022 Q4
14 quarters
|
|
38
Global X MSCI Argentina ETF
ARGT
$687M
| $798K | 0.7% |
+8,737
| New | +$812K |
2026 Q2
0 quarters
|
|
39
Digimarc Corp
DMRC
$159M
| $753K | 0.66% |
91,574
-31,901
| -26% | -$300K |
2025 Q1
5 quarters
|
|
40
Sprott Energy Transition Materials ETF
SETM
$455M
| $561K | 0.49% |
18,010
| – | – |
2025 Q1
5 quarters
|
|
41
Thermo Fisher Scientific
TMO
$250B
| $426K | 0.37% |
850
| – | – |
2021 Q4
18 quarters
|
|
42
Quest Diagnostics
DGX
$25.9B
| $369K | 0.32% |
1,742
| – | – |
2021 Q4
18 quarters
|
|
43
Global X Uranium ETF
URA
$4.97B
| $361K | 0.32% |
8,266
| – | – |
2021 Q4
18 quarters
|
|
|
44
Advanced Micro Devices
AMD
$891B
| – | – |
-18,585
| Closed | -$3.78M | – |
|
|
45
Coupang
CPNG
$25.9B
| – | – |
-167,326
| Closed | -$3.16M | – |
|
|
46
Intuitive Machines
LUNR
$1.76B
| – | – |
-174,026
| Closed | -$3.23M | – |
|
47
SentinelOne
S
$7.57B
| – | – |
-213,023
| Closed | -$2.74M | – |
|
48
Atlassian
TEAM
$53.8B
| – | – |
-26,907
| Closed | -$1.84M | – |
|
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Lane Generational's Q2 2026 Portfolio in Review
As of Q2 2026, Lane Generational held 48 positions worth $114M, down 9.3% from $126M the previous quarter. Its ten largest holdings account for 51% of the portfolio.
Lane Generational withdrew a net $27.1M in Q2 2026, closing 5 positions and reducing 24 holdings. Its most notable exit was Advanced Micro Devices, an estimated $3.78M position sold in full.
By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 36% a quarter earlier, followed by Healthcare and Industrials.
Against the trend, Lane Generational opened a new position in Procure Space ETF worth $1.75M.
- Lane Generational's largest Q2 2026 buy was Procure Space ETF: 34,575 shares worth $1.75M.
- Lane Generational added most to VanEck Gold Miners ETF in Q2 2026, an estimated $2.42M increase.
- Lane Generational's biggest Q2 2026 reduction was Block Inc, cutting an estimated $4.07M.
- Lane Generational fully exited Advanced Micro Devices in Q2 2026, selling an estimated $3.78M.
- Lane Generational's ten largest holdings make up 51% of its $114M portfolio in Q2 2026.
- Lane Generational opened 9 new positions and closed 5 in Q2 2026.
- Lane Generational's portfolio value fell 9.3% quarter-over-quarter to $114M.
Based on Lane Generational's 13F filing for Q2 2026, filed 13 Aug 2026.