Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lane Generational LLC (CIK 1901384) reported $125.6M across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPIR ($9.5M, 7.57%), AEM ($9.2M, 7.34%), OR ($7.3M, 5.78%), DLO ($6.7M, 5.37%), CDE ($6.6M, 5.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPIR | SPIRE GLOBAL INC | $9.5M | 7.57% | 755,902 | Added |
| 2 | AEM | AGNICO EAGLE MINES LTD | $9.2M | 7.34% | 45,442 | Trimmed |
| 3 | OR | OR ROYALTIES INC. | $7.3M | 5.78% | 191,125 | Trimmed |
| 4 | DLO | DLOCAL LTD | $6.7M | 5.37% | 519,886 | Added |
| 5 | CDE | COEUR MNG INC | $6.6M | 5.25% | 351,334 | Trimmed |
| 6 | SQ | BLOCK INC | $6.3M | 5.01% | 104,600 | Added |
| 7 | EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $4.8M | 3.81% | 790,846 | New |
| 8 | AMZN | AMAZON COM INC | $4.5M | 3.61% | 21,772 | Added |
| 9 | CLPT | CLEARPOINT NEURO INC | $4.4M | 3.53% | 486,849 | Added |
| 10 | ESTC | ELASTIC N V | $4.3M | 3.39% | 85,312 | New |
| 11 | GTLB | GITLAB INC | $4.0M | 3.14% | 182,575 | New |
| 12 | NOW | SERVICENOW INC | $3.9M | 3.12% | 37,535 | New |
| 13 | ZM | ZOOM COMMUNICATIONS INC | $3.9M | 3.11% | 48,588 | Trimmed |
| 14 | WEAV | WEAVE COMMUNICATIONS INC | $3.8M | 3.04% | 826,201 | Added |
| 15 | AMD | ADVANCED MICRO DEVICES INC | $3.8M | 3.01% | 18,585 | Trimmed |
| 16 | FLYW | FLYWIRE CORPORATION | $3.2M | 2.58% | 278,224 | Added |
| 17 | LUNR | INTUITIVE MACHINES INC | $3.2M | 2.57% | 174,026 | Added |
| 18 | OSCR | OSCAR HEALTH INC | $3.2M | 2.52% | 275,559 | Added |
| 19 | CPNG | COUPANG INC | $3.2M | 2.51% | 167,326 | New |
| 20 | S | SENTINELONE INC | $2.7M | 2.18% | 213,023 | New |
| 21 | STIM | NEURONETICS INC | $2.6M | 2.05% | 1.8M | Added |
| 22 | PRCT | PROCEPT BIOROBOTICS CORP | $2.6M | 2.05% | 103,182 | Added |
| 23 | DUOL | DUOLINGO INC | $2.3M | 1.83% | 23,319 | New |
| 24 | MELI | MERCADOLIBRE INC | $2.3M | 1.81% | 1,315 | Added |
| 25 | VOYG | VOYAGER TECHNOLOGIES INC | $2.2M | 1.76% | 94,446 | Added |
Source: SEC Form 13F filings · as of 2026-03-31