StockDriftsStockDriftsTop 42 Lane Generational LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPIR | SPIRE GLOBAL INC | 10.17% | 622.8K | $11.6M | -17.60%(-133.08K) | $7.96(+75.34%) | 2026-06-30 | |
| CLPT | CLEARPOINT NEURO INC | 6.97% | 444.8K | $7.9M | -8.63%(-42.02K) | $11.21(+36.82%) | 2026-06-30 | |
| AEM | AGNICO EAGLE MINES LTD | 5.77% | 42.4K | $6.6M | -6.76%(-3.07K) | $53.13(+256.99%) | 2026-06-30 | |
| DLO | DLOCAL LTD | 5.4% | 473.7K | $6.2M | -8.89%(-46.20K) | $10.70(+32.45%) | 2026-06-30 | |
| CDE | COEUR MNG INC | 4.51% | 315.1K | $5.1M | -10.31%(-36.23K) | $5.82(+223.20%) | 2026-06-30 | |
| OR | OR ROYALTIES INC. | 4.24% | 152.7K | $4.8M | -20.08%(-38.38K) | $12.22(+173.02%) | 2026-06-30 | |
| WEAV | WEAVE COMMUNICATIONS INC | 3.98% | 757.3K | $4.5M | -8.34%(-68.90K) | $7.43(-26.54%) | 2026-06-30 | |
| ESTC | ELASTIC N V | 3.24% | 64.8K | $3.7M | -24.05%(-20.52K) | $62.72(+38.21%) | 2026-06-30 | |
| FLYW | FLYWIRE CORPORATION | 3.12% | 202.5K | $3.6M | -27.22%(-75.72K) | $12.80(+46.91%) | 2026-06-30 | |
| XYZ | BLOCK INC | 3.11% | 46.7K | $3.5M | -55.39%(-57.93K) | $88.84(-6.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +30.89% | +124.26% | — | — | +71.87% |
| Top 20 Holdings Unweighted | +29.90% | +119.19% | — | — | +75.02% |
Lane Generational LLC reports $113.92M in US-listed equity holdings across 43 positions in its most recent 13F filing. Its largest disclosed positions are SPIR (10.2%), CLPT (7.0%) and AEM (5.8%). The top 20 holdings account for 75.65% of reported assets. Its disclosed equity book has returned +124.26% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Lane Generational LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Lane Generational LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1901384). View Lane Generational LLC’s 13F filings on SEC