Y-Intercept (HK)’s Hamilton Lane HLNE Stock Holding History

Y-Intercept (HK)’s Portfolio HLNE Stock Details HLNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.24M	Buy	66,480 +53,659	+419%	+$4.77M	0.1%	267
2026 Q1	$1.27M	Buy	+12,821	New	+$1.57M	0.02%	922
2025 Q4	–	Sell	-17,478	Closed	-$2.36M	–	1726
2025 Q3	$2.36M	Sell	17,478 -24,976	-59%	-$3.77M	0.06%	518
2025 Q2	$6.03M	Buy	+42,454	New	+$6.4M	0.15%	166
2025 Q1	–	Sell	-3,569	Closed	-$528K	–	1370
2024 Q4	$528K	Buy	+3,569	New	+$636K	0.04%	694
2024 Q2	–	Sell	-2,902	Closed	-$327K	–	1599
2024 Q1	$327K	Buy	+2,902	New	+$328K	0.02%	921
2023 Q1	–	Sell	-3,679	Closed	-$235K	–	1325
2022 Q4	$235K	Buy	+3,679	New	+$245K	0.03%	763

Other funds holding HLNE

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return