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Lane Generational Portfolio holdings
AUM
$126M
1-Year Est. Return
53.89%
This Fund
S&P 500
This Quarter
Est. Return
-4.52%
1 Year Est. Return
+53.89%
3 Year Est. Return
+111.68%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$126M
AUM Growth
+$15.3M
(+14%)
Cap. Flow
+$20.7M
Cap. Flow
% of AUM
16.51%
Top 10 Holdings %
Top 10 Hldgs %
50.66%
Holding
43
New
9
Increased
15
Reduced
7
Closed
4
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
GitLab
GTLB
|
+$5.33M |
| 2 |
Elastic
ESTC
|
+$5.24M |
| 3 |
Evolv Technologies
EVLV
|
+$4.63M |
| 4 |
ServiceNow
NOW
|
+$4.42M |
| 5 |
Coupang
CPNG
|
+$3.28M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NBIS
Nebius Group N.V.
NBIS
|
+$7.51M |
| 2 |
Select Water Solutions
WTTR
|
+$3.87M |
| 3 |
Booz Allen Hamilton
BAH
|
+$3.44M |
| 4 |
Agnico Eagle Mines
AEM
|
+$2.76M |
| 5 |
OR Royalties Inc
OR
|
+$2.76M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.7% |
| 2 | Materials | 18.38% |
| 3 | Industrials | 16.87% |
| 4 | Healthcare | 15.3% |
| 5 | Consumer Discretionary | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Delcath Systems
DCTH
$442M
| $1.9M | 1.52% |
205,092
+7,402
| +4% | +$71.7K |
|
27
Atlassian
TEAM
$23.7B
| $1.84M | 1.46% |
+26,907
| New | +$2.65M |
|
28
Sprott Physical Gold
PHYS
$14.4B
| $1.63M | 1.29% |
45,858
| – | – |
|
29
VanEck Gold Miners ETF
GDX
$21.8B
| $1.49M | 1.18% |
16,201
| – | – |
|
|
SHMD
30
SCHMID Group
SHMD
$279M
| $1.46M | 1.16% |
+274,617
| New | +$2.11M |
|
31
Apple
AAPL
$4.9T
| $1.27M | 1.01% |
4,987
-17
| -0.3% | -$4.42K |
|
32
Costco
COST
$417B
| $1.1M | 0.87% |
1,100
| – | – |
|
33
Sprott Physical Silver Trust
PSLV
$11.5B
| $1.08M | 0.86% |
44,334
| – | – |
|
34
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$766M
| $1.02M | 0.81% |
28,824
-3,554
| -11% | -$142K |
|
35
Digimarc Corp
DMRC
$134M
| $606K | 0.48% |
123,475
+1,299
| +1% | +$7.21K |
|
36
Sprott Energy Transition Materials ETF
SETM
$524M
| $596K | 0.47% |
18,010
| – | – |
|
37
Thermo Fisher Scientific
TMO
$198B
| $418K | 0.33% |
850
| – | – |
|
38
Global X Uranium ETF
URA
$5.36B
| $400K | 0.32% |
8,266
| – | – |
|
39
Quest Diagnostics
DGX
$23.3B
| $341K | 0.27% |
1,742
| – | – |
|
|
40
Booz Allen Hamilton
BAH
$7.82B
| – | – |
-40,812
| Closed | -$3.44M |
|
41
Valvoline
VVV
$5.1B
| – | – |
-75,092
| Closed | -$2.18M |
|
|
42
Select Water Solutions
WTTR
$2.53B
| – | – |
-367,818
| Closed | -$3.87M |
|
|
NBIS
43
Nebius Group N.V.
NBIS
$45.1B
| – | – |
-89,685
| Closed | -$7.51M |
|
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Lane Generational's Q1 2026 Portfolio in Review
As of Q1 2026, Lane Generational held 43 positions worth $126M, up 14% from $110M the previous quarter. Its ten largest holdings account for 51% of the portfolio.
Lane Generational deployed $20.7M of net new capital in Q1 2026, opening 9 new positions and adding to 15 existing holdings. Its largest new stake was GitLab: 182,575 shares worth $3.95M.
By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 22% a quarter earlier, followed by Materials and Industrials.
On the sell side, the largest reduction was Agnico Eagle Mines, an estimated $2.76M trimmed.
- Lane Generational's largest Q1 2026 buy was GitLab: 182,575 shares worth $3.95M.
- Lane Generational added most to Flywire in Q1 2026, an estimated $2.3M increase.
- Lane Generational's biggest Q1 2026 reduction was Agnico Eagle Mines, cutting an estimated $2.76M.
- Lane Generational fully exited Nebius Group N.V. in Q1 2026, selling an estimated $7.51M.
- Lane Generational's ten largest holdings make up 51% of its $126M portfolio in Q1 2026.
- Lane Generational opened 9 new positions and closed 4 in Q1 2026.
- Lane Generational's portfolio value rose 14% quarter-over-quarter to $126M.
Based on Lane Generational's 13F filing for Q1 2026, filed 14 May 2026.