Filed: 2/12/2026ACC: 0001941040-26-000113
📋 What this filing means
LANE GENERATIONAL LLC filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $110.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$110.36M
Total AUM (reported)
6.40M
Total Shares
Allocation by class
COM$39.46M35.8%
CL A$15.97M14.5%
CLASS A COM$9.95M9.0%
COM NEW$9.17M8.3%
COM SHS$9.14M8.3%
SHS CLASS A$7.51M6.8%
COM CL A NEW$5.59M5.1%
Portfolio Concentration
Top 3$26.60M24.1%
4–10$38.06M34.5%
11–25$38.78M35.1%
Rest$6.93M6.3%
Top 3 weight
24.1%
Top 10 weight
58.6%
Voting Authority Distribution
Total shares with voting rights: 6.40M
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
6.40M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole34
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings34
Rows:
AGNICO EAGLE MINES LTD
SOLEShares58.71K
TypeSH
Market value$9.95M
9.02%
Sole
0.00
Shared
0.00
None
58.71K
OR ROYALTIES INC.
SOLEShares258.27K
TypeSH
Market value$9.14M
8.28%
Sole
0.00
Shared
0.00
None
258.27K
NEBIUS GROUP N.V.
SOLEShares89.69K
TypeSH
Market value$7.51M
6.80%
Sole
0.00
Shared
0.00
None
89.69K
DLOCAL LTD
SOLEShares507.26K
TypeSH
Market value$7.17M
6.50%
Sole
0.00
Shared
0.00
None
507.26K
COEUR MNG INC
SOLEShares402.23K
TypeSH
Market value$7.17M
6.50%
Sole
0.00
Shared
0.00
None
402.23K
SPIRE GLOBAL INC
SOLEShares745.22K
TypeSH
Market value$5.59M
5.06%
Sole
0.00
Shared
0.00
None
745.22K
BLOCK INC
SOLEShares79.40K
TypeSH
Market value$5.17M
4.68%
Sole
0.00
Shared
0.00
None
79.40K
CLEARPOINT NEURO INC
SOLEShares340.61K
TypeSH
Market value$4.66M
4.22%
Sole
0.00
Shared
0.00
None
340.61K
ZOOM COMMUNICATIONS INC
SOLEShares48.59K
TypeSH
Market value$4.19M
3.80%
Sole
0.00
Shared
0.00
None
48.59K
AMAZON COM INC
SOLEShares17.77K
TypeSH
Market value$4.10M
3.72%
Sole
0.00
Shared
0.00
None
17.77K
ADVANCED MICRO DEVICES INC
SOLEShares18.88K
TypeSH
Market value$4.04M
3.66%
Sole
0.00
Shared
0.00
None
18.88K
SELECT WATER SOLUTIONS INC
SOLEShares367.82K
TypeSH
Market value$3.87M
3.51%
Sole
0.00
Shared
0.00
None
367.82K
WEAVE COMMUNICATIONS INC
SOLEShares509.53K
TypeSH
Market value$3.87M
3.50%
Sole
0.00
Shared
0.00
None
509.53K
BOOZ ALLEN HAMILTON HLDG COR
SOLEShares40.81K
TypeSH
Market value$3.44M
3.12%
Sole
0.00
Shared
0.00
None
40.81K
OSCAR HEALTH INC
SOLEShares220.42K
TypeSH
Market value$3.17M
2.87%
Sole
0.00
Shared
0.00
None
220.42K
INTUITIVE MACHINES INC
SOLEShares171.08K
TypeSH
Market value$2.78M
2.52%
Sole
0.00
Shared
0.00
None
171.08K
MERCADOLIBRE INC
SOLEShares1.29K
TypeSH
Market value$2.60M
2.36%
Sole
0.00
Shared
0.00
None
1.29K
VOYAGER TECHNOLOGIES INC
SOLEShares92.91K
TypeSH
Market value$2.43M
2.20%
Sole
0.00
Shared
0.00
None
92.91K
NEURONETICS INC
SOLEShares1.71M
TypeSH
Market value$2.35M
2.13%
Sole
0.00
Shared
0.00
None
1.71M
VALVOLINE INC
SOLEShares75.09K
TypeSH
Market value$2.18M
1.98%
Sole
0.00
Shared
0.00
None
75.09K
DELCATH SYS INC
SOLEShares197.69K
TypeSH
Market value$2.00M
1.81%
Sole
0.00
Shared
0.00
None
197.69K
PROCEPT BIOROBOTICS CORP
SOLEShares56.82K
TypeSH
Market value$1.79M
1.62%
Sole
0.00
Shared
0.00
None
56.82K
SPROTT ASSET MANAGEMENT LP
SOLEShares45.86K
TypeSH
Market value$1.51M
1.37%
Sole
0.00
Shared
0.00
None
45.86K
VANECK ETF TRUST
SOLEShares16.20K
TypeSH
Market value$1.39M
1.26%
Sole
0.00
Shared
0.00
None
16.20K
APPLE INC
SOLEShares5K
TypeSH
Market value$1.36M
1.23%
Sole
0.00
Shared
0.00
None
5K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AGNICO EAGLE MINES LTDSOLE | COM | 58.71K | SH | $9.95M 9.02% | 0.00 | 0.00 | 58.71K |
OR ROYALTIES INC.SOLE | COM SHS | 258.27K | SH | $9.14M 8.28% | 0.00 | 0.00 | 258.27K |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 89.69K | SH | $7.51M 6.80% | 0.00 | 0.00 | 89.69K |
DLOCAL LTDSOLE | CLASS A COM | 507.26K | SH | $7.17M 6.50% | 0.00 | 0.00 | 507.26K |
COEUR MNG INCSOLE | COM NEW | 402.23K | SH | $7.17M 6.50% | 0.00 | 0.00 | 402.23K |
SPIRE GLOBAL INCSOLE | COM CL A NEW | 745.22K | SH | $5.59M 5.06% | 0.00 | 0.00 | 745.22K |
BLOCK INCSOLE | CL A | 79.40K | SH | $5.17M 4.68% | 0.00 | 0.00 | 79.40K |
CLEARPOINT NEURO INCSOLE | COM | 340.61K | SH | $4.66M 4.22% | 0.00 | 0.00 | 340.61K |
ZOOM COMMUNICATIONS INCSOLE | CL A | 48.59K | SH | $4.19M 3.80% | 0.00 | 0.00 | 48.59K |
AMAZON COM INCSOLE | COM | 17.77K | SH | $4.10M 3.72% | 0.00 | 0.00 | 17.77K |
ADVANCED MICRO DEVICES INCSOLE | COM | 18.88K | SH | $4.04M 3.66% | 0.00 | 0.00 | 18.88K |
SELECT WATER SOLUTIONS INCSOLE | CL A COM | 367.82K | SH | $3.87M 3.51% | 0.00 | 0.00 | 367.82K |
WEAVE COMMUNICATIONS INCSOLE | COM | 509.53K | SH | $3.87M 3.50% | 0.00 | 0.00 | 509.53K |
BOOZ ALLEN HAMILTON HLDG CORSOLE | CL A | 40.81K | SH | $3.44M 3.12% | 0.00 | 0.00 | 40.81K |
OSCAR HEALTH INCSOLE | CL A | 220.42K | SH | $3.17M 2.87% | 0.00 | 0.00 | 220.42K |
INTUITIVE MACHINES INCSOLE | CLASS A COM | 171.08K | SH | $2.78M 2.52% | 0.00 | 0.00 | 171.08K |
MERCADOLIBRE INCSOLE | COM | 1.29K | SH | $2.60M 2.36% | 0.00 | 0.00 | 1.29K |
VOYAGER TECHNOLOGIES INCSOLE | COM CL A | 92.91K | SH | $2.43M 2.20% | 0.00 | 0.00 | 92.91K |
NEURONETICS INCSOLE | COM | 1.71M | SH | $2.35M 2.13% | 0.00 | 0.00 | 1.71M |
VALVOLINE INCSOLE | COM | 75.09K | SH | $2.18M 1.98% | 0.00 | 0.00 | 75.09K |
DELCATH SYS INCSOLE | COM NEW | 197.69K | SH | $2.00M 1.81% | 0.00 | 0.00 | 197.69K |
PROCEPT BIOROBOTICS CORPSOLE | COM | 56.82K | SH | $1.79M 1.62% | 0.00 | 0.00 | 56.82K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD TR | 45.86K | SH | $1.51M 1.37% | 0.00 | 0.00 | 45.86K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 16.20K | SH | $1.39M 1.26% | 0.00 | 0.00 | 16.20K |
APPLE INCSOLE | COM | 5K | SH | $1.36M 1.23% | 0.00 | 0.00 | 5K |
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