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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
-5.86%
1 Year Est. Return
+53.89%
3 Year Est. Return
+111.68%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$110M
AUM Growth
-$10M
Cap. Flow
+$120K
Cap. Flow %
0.11%
Top 10 Hldgs %
58.58%
Holding
38
New
7
Increased
10
Reduced
8
Closed
4

Top Buys

Rank Stock Value
1
BAH icon
Booz Allen Hamilton
BAH
+$3.65M
2
STIM icon
Neuronetics
STIM
+$3.57M
3
VOYG
Voyager Technologies
VOYG
+$2.52M
4
VVV icon
Valvoline
VVV
+$2.41M
5
SPIR icon
Spire Global
SPIR
+$2.1M

Top Sells

Rank Stock Value
1
SOXS icon
Direxion Daily Semiconductor Bear 3X ETF
SOXS
+$6.31M
2
DUST icon
Direxion Daily Gold Miners Index Bear 2X ETF
DUST
+$3.85M
3
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$3.17M
4
NBIS
Nebius Group N.V.
NBIS
+$3.04M
5
CDE icon
Coeur Mining
CDE
+$2.99M

Sector Composition

Rank Sector Weight
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
$68.5B
$9.95M 9.02%
58,712
-191
-0.3% -$32.1K
OR icon
2
OR Royalties Inc
OR
$5.31B
$9.14M 8.28%
258,272
-1,021
-0.4% -$35.8K
NBIS
3
Nebius Group N.V.
NBIS
$47.3B
$7.51M 6.8%
89,685
-29,293
-25% -$3.04M
DLO icon
4
dLocal
DLO
$4.33B
$7.17M 6.5%
507,257
+1,811
+0.4% +$25.5K
CDE icon
5
Coeur Mining
CDE
$14.6B
$7.17M 6.5%
402,229
-171,901
-30% -$2.99M
SPIR icon
6
Spire Global
SPIR
$432M
$5.59M 5.06%
745,217
+214,532
+40% +$2.1M
XYZ
7
Block Inc
XYZ
$47.8B
$5.17M 4.68%
79,399
+16,174
+26% +$1.12M
CLPT icon
8
ClearPoint Neuro
CLPT
$453M
$4.66M 4.22%
340,607
+28,722
+9% +$532K
ZM icon
9
Zoom
ZM
$26.7B
$4.19M 3.8%
48,594
-241
-0.5% -$20.3K
AMZN icon
10
Amazon
AMZN
$2.7T
$4.1M 3.72%
17,769
+20
+0.1% +$4.58K
AMD icon
11
Advanced Micro Devices
AMD
$836B
$4.04M 3.66%
18,878
-243
-1% -$54.6K
WTTR icon
12
Select Water Solutions
WTTR
$2.55B
$3.87M 3.51%
367,818
-11
-0% -$119
WEAV icon
13
Weave Communications
WEAV
$568M
$3.87M 3.5%
509,534
+97,072
+24% +$645K
BAH icon
14
Booz Allen Hamilton
BAH
$7.77B
$3.44M 3.12%
+40,812
New +$3.65M
OSCR icon
15
Oscar Health
OSCR
$8.97B
$3.17M 2.87%
220,419
+2,710
+1% +$46.9K
LUNR icon
16
Intuitive Machines
LUNR
$2.22B
$2.78M 2.52%
+171,080
New +$1.98M
MELI icon
17
Mercado Libre
MELI
$93.4B
$2.6M 2.36%
1,292
+16
+1% +$33.6K
VOYG
18
Voyager Technologies
VOYG
$1.49B
$2.43M 2.2%
+92,906
New +$2.52M
STIM icon
19
Neuronetics
STIM
$134M
$2.35M 2.13%
+1,705,197
New +$3.57M
VVV icon
20
Valvoline
VVV
$5.08B
$2.18M 1.98%
+75,092
New +$2.41M
DCTH icon
21
Delcath Systems
DCTH
$433M
$2M 1.81%
+197,690
New +$1.97M
PRCT icon
22
Procept Biorobotics
PRCT
$1.07B
$1.79M 1.62%
+56,824
New +$1.88M
PHYS icon
23
Sprott Physical Gold
PHYS
$14.4B
$1.51M 1.37%
45,858
– –
GDX icon
24
VanEck Gold Miners ETF
GDX
$21.7B
$1.39M 1.26%
16,201
– –
AAPL icon
25
Apple
AAPL
$4.77T
$1.36M 1.23%
5,004
+17
+0.3% +$4.56K
1
2

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Lane Generational's Q4 2025 Portfolio in Review

As of Q4 2025, Lane Generational held 38 positions worth $110M, down 8.3% from $120M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Lane Generational's Q4 2025 filing shows 7 new, 10 increased, 8 reduced and 4 closed positions. Its largest new stake was Booz Allen Hamilton: 40,812 shares worth $3.44M. The largest sale was Direxion Daily Semiconductor Bear 3X ETF, an estimated $6.31M.

By sector, the portfolio is most concentrated in Materials at 24% of assets, down from 26% a quarter earlier, followed by Technology and Healthcare.

  • Lane Generational's largest Q4 2025 buy was Booz Allen Hamilton: 40,812 shares worth $3.44M.
  • Lane Generational added most to Spire Global in Q4 2025, an estimated $2.1M increase.
  • Lane Generational's biggest Q4 2025 reduction was Nebius Group N.V., cutting an estimated $3.04M.
  • Lane Generational fully exited Direxion Daily Semiconductor Bear 3X ETF in Q4 2025, selling an estimated $6.31M.
  • Lane Generational's ten largest holdings make up 59% of its $110M portfolio in Q4 2025.
  • Lane Generational opened 7 new positions and closed 4 in Q4 2025.
  • Lane Generational's portfolio value fell 8.3% quarter-over-quarter to $110M.

Based on Lane Generational's 13F filing for Q4 2025, filed 12 Feb 2026.