We are live on ! Find out more
LG

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
PLTR icon
1
Palantir
PLTR
$295B
$11.7M 11.41%
154,441
-30,518
-16% -$1.78M
AEM icon
2
Agnico Eagle Mines
AEM
$72.6B
$6.9M 6.74%
88,226
+453
+0.5% +$37.3K
XYZ
3
Block Inc
XYZ
$45.9B
$6.6M 6.45%
77,683
-226
-0.3% -$18.5K
ZM icon
4
Zoom
ZM
$25.8B
$6.57M 6.41%
80,484
-241
-0.3% -$18.9K
SPIR icon
5
Spire Global
SPIR
$425M
$6.32M 6.17%
449,366
+169
+0% +$2.06K
AMZN icon
6
Amazon
AMZN
$2.5T
$5.72M 5.59%
26,068
-568
-2% -$116K
OR icon
7
OR Royalties Inc
OR
$5.47B
$5.49M 5.36%
303,401
+1,041
+0.3% +$20.2K
SILV
8
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
$5.14M 5.02%
565,166
+2,888
+0.5% +$29.2K
DLO icon
9
dLocal
DLO
$4.26B
$4.64M 4.53%
412,233
+1,717
+0.4% +$17.3K
ENPH icon
10
Enphase Energy
ENPH
$4.84B
$4.52M 4.42%
65,844
+37,564
+133% +$2.98M
OXY icon
11
Occidental Petroleum
OXY
$57B
$4.48M 4.38%
90,757
+7,179
+9% +$363K
WTTR icon
12
Select Water Solutions
WTTR
$2.51B
$4.17M 4.07%
314,929
+1,638
+0.5% +$20.8K
RIG icon
13
Transocean
RIG
$5.92B
$3.92M 3.83%
1,044,629
+277,552
+36% +$1.15M
BRKR icon
14
Bruker
BRKR
$9.2B
$3.9M 3.81%
66,552
+46,284
+228% +$2.74M
AMD icon
15
Advanced Micro Devices
AMD
$851B
$2.69M 2.63%
+22,309
New +$3.21M
APA icon
16
APA Corp
APA
$12.8B
$2.57M 2.51%
111,158
+36,577
+49% +$855K
FSLY icon
17
Fastly Inc
FSLY
$3.17B
$2.55M 2.5%
270,649
– –
CLPT icon
18
ClearPoint Neuro
CLPT
$423M
$2.43M 2.37%
157,695
– –
MELI icon
19
Mercado Libre
MELI
$91.3B
$2.32M 2.26%
1,362
+2
+0.1% +$3.9K
GTLS
20
DELISTED
Chart Industries
GTLS
$1.48M 1.44%
7,749
-28
-0.4% -$4.5K
STAA icon
21
STAAR Surgical
STAA
$1.16B
$1.44M 1.41%
+59,336
New +$1.69M
AAPL icon
22
Apple
AAPL
$4.89T
$1.25M 1.22%
4,987
– –
COST icon
23
Costco
COST
$415B
$1.01M 0.98%
1,100
– –
PHYS icon
24
Sprott Physical Gold
PHYS
$14.6B
$951K 0.93%
47,244
– –
ONT
25
Onterris Inc
ONT
$710M
$901K 0.88%
48,566
+20,251
+72% +$426K
1
2

Similar funds

AC
Agman Capital Omaha, Nebraska $126M AUM
ICVCFVA
IDG China Venture Capital Fund V Associates Hong Kong $126M AUM 17.02% 1-Year Est. Return
VAM
Virtue Asset Management Barrington, Illinois $126M AUM
CHWM
Cauble & Harre Wealth Management Saint Louis, Missouri $126M AUM
NFC
Northstar Financial Companies Conshohocken, Pennsylvania $126M AUM 22.37% 1-Year Est. Return
GBFP
Golden Bell Financial Planning Alpharetta, Georgia $125M AUM 12.52% 1-Year Est. Return
BFS
Burr Financial Services Pleasant Hill, California $126M AUM 55.55% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM

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.