Filed: 8/1/2025ACC: 0001172661-25-002838
๐ What this filing means
LANE GENERATIONAL LLC filed this quarterly 13FโHR report disclosing 32 equity positions with a total reported market value of $107.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$107.20M
Total AUM (reported)
5.44M
Total Shares
Allocation by class
COM$36.01M33.6%
CL A$18.99M17.7%
SHS CLASS A$8.98M8.4%
COM NEW$7.85M7.3%
COM SHS$6.96M6.5%
COM CL A NEW$6.46M6.0%
CLASS A COM$5.96M5.6%
Portfolio Concentration
Top 3$24.30M22.7%
4โ10$40.44M37.7%
11โ25$38.92M36.3%
Rest$3.54M3.3%
Top 3 weight
22.7%
Top 10 weight
60.4%
Voting Authority Distribution
Total shares with voting rights: 5.44M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.44M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole32
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings32
Rows:
NEBIUS GROUP N.V.
SOLEShares162.21K
TypeSH
Market value$8.98M
8.37%
Sole
0.00
Shared
0.00
None
162.21K
COEUR MNG INC
SOLEShares885.63K
TypeSH
Market value$7.85M
7.32%
Sole
0.00
Shared
0.00
None
885.63K
AGNICO EAGLE MINES LTD
SOLEShares62.87K
TypeSH
Market value$7.48M
6.97%
Sole
0.00
Shared
0.00
None
62.87K
OR ROYALTIES INC.
SOLEShares270.72K
TypeSH
Market value$6.96M
6.49%
Sole
0.00
Shared
0.00
None
270.72K
SPIRE GLOBAL INC
SOLEShares542.74K
TypeSH
Market value$6.46M
6.02%
Sole
0.00
Shared
0.00
None
542.74K
BLOCK INC
SOLEShares88.96K
TypeSH
Market value$6.04M
5.64%
Sole
0.00
Shared
0.00
None
88.96K
DLOCAL LTD
SOLEShares525.53K
TypeSH
Market value$5.96M
5.56%
Sole
0.00
Shared
0.00
None
525.53K
ZOOM COMMUNICATIONS INC
SOLEShares65.63K
TypeSH
Market value$5.12M
4.77%
Sole
0.00
Shared
0.00
None
65.63K
ADVANCED MICRO DEVICES INC
SOLEShares35.95K
TypeSH
Market value$5.10M
4.76%
Sole
0.00
Shared
0.00
None
35.95K
OSCAR HEALTH INC
SOLEShares223.89K
TypeSH
Market value$4.80M
4.48%
Sole
0.00
Shared
0.00
None
223.89K
PROSHARES TR
SOLEShares260.74K
TypeSH
Market value$4.46M
4.16%
Sole
0.00
Shared
0.00
None
260.74K
PROSHARES TR
SOLEShares213.96K
TypeSH
Market value$4.19M
3.91%
Sole
0.00
Shared
0.00
None
213.96K
AMAZON COM INC
SOLEShares18.38K
TypeSH
Market value$4.03M
3.76%
Sole
0.00
Shared
0.00
None
18.38K
BRUKER CORP
SOLEShares87.61K
TypeSH
Market value$3.61M
3.37%
Sole
0.00
Shared
0.00
None
87.61K
MERCADOLIBRE INC
SOLEShares1.31K
TypeSH
Market value$3.42M
3.19%
Sole
0.00
Shared
0.00
None
1.31K
SELECT WATER SOLUTIONS INC
SOLEShares379.10K
TypeSH
Market value$3.28M
3.06%
Sole
0.00
Shared
0.00
None
379.10K
CLEARPOINT NEURO INC
SOLEShares258.43K
TypeSH
Market value$3.09M
2.88%
Sole
0.00
Shared
0.00
None
258.43K
VALARIS LTD
SOLEShares71.87K
TypeSH
Market value$3.03M
2.82%
Sole
0.00
Shared
0.00
None
71.87K
CHART INDS INC
SOLEShares13.10K
TypeSH
Market value$2.16M
2.01%
Sole
0.00
Shared
0.00
None
13.10K
WEAVE COMMUNICATIONS INC
SOLEShares194.50K
TypeSH
Market value$1.62M
1.51%
Sole
0.00
Shared
0.00
None
194.50K
DIGIMARC CORP NEW
SOLEShares109.73K
TypeSH
Market value$1.45M
1.35%
Sole
0.00
Shared
0.00
None
109.73K
CARDLYTICS INC
SOLEShares780.08K
TypeSH
Market value$1.28M
1.20%
Sole
0.00
Shared
0.00
None
780.08K
SPROTT PHYSICAL GOLD TR
SOLEShares47.24K
TypeSH
Market value$1.20M
1.12%
Sole
0.00
Shared
0.00
None
47.24K
COSTCO WHSL CORP NEW
SOLEShares1.10K
TypeSH
Market value$1.09M
1.02%
Sole
0.00
Shared
0.00
None
1.10K
APPLE INC
SOLEShares4.99K
TypeSH
Market value$1.02M
0.95%
Sole
0.00
Shared
0.00
None
4.99K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 162.21K | SH | $8.98M 8.37% | 0.00 | 0.00 | 162.21K |
COEUR MNG INCSOLE | COM NEW | 885.63K | SH | $7.85M 7.32% | 0.00 | 0.00 | 885.63K |
AGNICO EAGLE MINES LTDSOLE | COM | 62.87K | SH | $7.48M 6.97% | 0.00 | 0.00 | 62.87K |
OR ROYALTIES INC.SOLE | COM SHS | 270.72K | SH | $6.96M 6.49% | 0.00 | 0.00 | 270.72K |
SPIRE GLOBAL INCSOLE | COM CL A NEW | 542.74K | SH | $6.46M 6.02% | 0.00 | 0.00 | 542.74K |
BLOCK INCSOLE | CL A | 88.96K | SH | $6.04M 5.64% | 0.00 | 0.00 | 88.96K |
DLOCAL LTDSOLE | CLASS A COM | 525.53K | SH | $5.96M 5.56% | 0.00 | 0.00 | 525.53K |
ZOOM COMMUNICATIONS INCSOLE | CL A | 65.63K | SH | $5.12M 4.77% | 0.00 | 0.00 | 65.63K |
ADVANCED MICRO DEVICES INCSOLE | COM | 35.95K | SH | $5.10M 4.76% | 0.00 | 0.00 | 35.95K |
OSCAR HEALTH INCSOLE | CL A | 223.89K | SH | $4.80M 4.48% | 0.00 | 0.00 | 223.89K |
PROSHARES TRSOLE | ULTPRO SHT 2017 | 260.74K | SH | $4.46M 4.16% | 0.00 | 0.00 | 260.74K |
PROSHARES TRSOLE | ULTRAPRO SHT QQQ | 213.96K | SH | $4.19M 3.91% | 0.00 | 0.00 | 213.96K |
AMAZON COM INCSOLE | COM | 18.38K | SH | $4.03M 3.76% | 0.00 | 0.00 | 18.38K |
BRUKER CORPSOLE | COM | 87.61K | SH | $3.61M 3.37% | 0.00 | 0.00 | 87.61K |
MERCADOLIBRE INCSOLE | COM | 1.31K | SH | $3.42M 3.19% | 0.00 | 0.00 | 1.31K |
SELECT WATER SOLUTIONS INCSOLE | CL A COM | 379.10K | SH | $3.28M 3.06% | 0.00 | 0.00 | 379.10K |
CLEARPOINT NEURO INCSOLE | COM | 258.43K | SH | $3.09M 2.88% | 0.00 | 0.00 | 258.43K |
VALARIS LTDSOLE | CL A | 71.87K | SH | $3.03M 2.82% | 0.00 | 0.00 | 71.87K |
CHART INDS INCSOLE | COM | 13.10K | SH | $2.16M 2.01% | 0.00 | 0.00 | 13.10K |
WEAVE COMMUNICATIONS INCSOLE | COM | 194.50K | SH | $1.62M 1.51% | 0.00 | 0.00 | 194.50K |
DIGIMARC CORP NEWSOLE | COM | 109.73K | SH | $1.45M 1.35% | 0.00 | 0.00 | 109.73K |
CARDLYTICS INCSOLE | COM | 780.08K | SH | $1.28M 1.20% | 0.00 | 0.00 | 780.08K |
SPROTT PHYSICAL GOLD TRSOLE | UNIT | 47.24K | SH | $1.20M 1.12% | 0.00 | 0.00 | 47.24K |
COSTCO WHSL CORP NEWSOLE | COM | 1.10K | SH | $1.09M 1.02% | 0.00 | 0.00 | 1.10K |
APPLE INCSOLE | COM | 4.99K | SH | $1.02M 0.95% | 0.00 | 0.00 | 4.99K |
Page 1 of 2