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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
+17.51%
1 Year Est. Return
+53.89%
3 Year Est. Return
+111.68%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
+$22.1M
Cap. Flow
+$11.6M
Cap. Flow %
11.34%
Top 10 Hldgs %
62.11%
Holding
32
New
2
Increased
13
Reduced
5
Closed
–

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$3.21M
2
ENPH icon
Enphase Energy
ENPH
+$2.98M
3
BRKR icon
Bruker
BRKR
+$2.74M
4
STAA icon
STAAR Surgical
STAA
+$1.69M
5
RIG icon
Transocean
RIG
+$1.15M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$1.78M
2
AMZN icon
Amazon
AMZN
+$116K
3
ZM icon
Zoom
ZM
+$18.9K
4
XYZ
Block Inc
XYZ
+$18.5K
5
GTLS
Chart Industries
GTLS
+$4.5K

Sector Composition

Rank Sector Weight
1 Technology 39.57%
2 Materials 17.13%
3 Energy 14.78%
4 Industrials 8.5%
5 Healthcare 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GDX icon
26
VanEck Gold Miners ETF
GDX
$23B
$658K 0.64%
19,417
– –
PSLV icon
27
Sprott Physical Silver Trust
PSLV
$11.9B
$442K 0.43%
45,833
– –
TMO icon
28
Thermo Fisher Scientific
TMO
$211B
$442K 0.43%
850
– –
SLVP icon
29
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$805M
$415K 0.41%
35,968
– –
URA icon
30
Global X Uranium ETF
URA
$5.52B
$269K 0.26%
10,056
– –
DGX icon
31
Quest Diagnostics
DGX
$25.1B
$263K 0.26%
1,742
– –
KCCA icon
32
KraneShares California Carbon Allowance Strategy ETF
KCCA
$114M
$251K 0.24%
12,773
– –
1
2

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Lane Generational's Q4 2024 Portfolio in Review

As of Q4 2024, Lane Generational held 32 positions worth $102M, up 27% from $80.3M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Lane Generational deployed $11.6M of net new capital in Q4 2024, opening 2 new positions and adding to 13 existing holdings. Its largest new stake was Advanced Micro Devices: 22,309 shares worth $2.69M.

By sector, the portfolio is most concentrated in Technology at 40% of assets, up from 34% a quarter earlier, followed by Materials and Energy.

On the sell side, the largest reduction was Palantir, an estimated $1.78M trimmed.

  • Lane Generational's largest Q4 2024 buy was Advanced Micro Devices: 22,309 shares worth $2.69M.
  • Lane Generational added most to Enphase Energy in Q4 2024, an estimated $2.98M increase.
  • Lane Generational's biggest Q4 2024 reduction was Palantir, cutting an estimated $1.78M.
  • Lane Generational's ten largest holdings make up 62% of its $102M portfolio in Q4 2024.
  • Lane Generational opened 2 new positions and closed 0 in Q4 2024.
  • Lane Generational's portfolio value rose 27% quarter-over-quarter to $102M.

Based on Lane Generational's 13F filing for Q4 2024, filed 7 Feb 2025.