Lane Generational LLC

Registered adviser

CIK

1901384

Location

Palm Beach, FL

Portfolio Value

Small $113,915,418

Diversification

Diversified

Filing Date

Global Rank

#8,140 / 8,818 ▼ 603

Top Industry

Software - Infrastructure 17.1%

3Y Alpha vs SPY

+16.3%

Period ended 4 months ago

Filed Aug 13, 2026 · 3mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 309619

Roster of Oct 1, 2026

Regulatory AUM

$139,283,759

Main clients

Individuals and high net worth (83% of AUM)

Private funds

1 fund · Hedge funds

Focus by fund count, roster of Oct 1, 2026

$0 gross assets

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Jun 2026 to Oct 2026	$139,283,759	Individuals and high net worth (83%)
Apr 2026 to May 2026	$139,283,759	Individuals and high net worth (83%)
Mar 2025 to Mar 2026	$118,330,440	Individuals and high net worth (81%)
Mar 2024 to Feb 2025	$110,356,871	Individuals and high net worth (82%)
May 2023 to Feb 2024	$95,698,740	Individuals and high net worth (72%)
Apr 2023	$95,698,740	Individuals and high net worth (72%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 50.7%, 24.9 effective positions, active share 92.9% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

63.2% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 9.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 92.9%; sector active share 32.6% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

43 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.2%

+2.5 pts

Top 5

32.8%

+1.3 pts

Top 10

50.7%

−0.4 pts

HHI

401

Diversified+9

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	26.7%	$30,385,307	10
Healthcare	21.2%	$24,193,534	9
Industrials	16.6%	$18,922,982	4
Basic Materials	14.5%	$16,546,523	3
Unclassified	14.0%	$15,981,046	12
Consumer Cyclical	4.1%	$4,636,892	2
Financial Services	1.9%	$2,220,117	2
Consumer Defensive	0.9%	$1,029,017	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
SLVP	iShares Trust	+28,343	57,167	$1,762,458
GDX	VanEck Gold Miners ETF	+27,360	43,561	$3,286,677
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
EVLV	Evolv Technologies Holdings, Inc.	−194,773	596,073	$3,457,223
OSCR	Oscar Health, Inc.	−164,612	110,947	$3,164,208
STIM	Neuronetics, Inc.	−141,252	1,633,372	$2,123,383
SPIR	Spire Global, Inc.	−133,076	622,826	$11,584,563
FLYW	Flywire Corp	−75,725	202,499	$3,557,907
GTLB	Gitlab Inc.	−69,759	112,816	$3,444,272
WEAV	Weave Communications, Inc.	−68,899	757,302	$4,536,238
XYZ	Block, Inc.	−57,933	46,667	$3,546,692
DCTH	Delcath Systems, Inc.	−55,429	149,663	$1,884,257
DLO	dLocal Ltd	−46,199	473,687	$6,155,562
CLPT	ClearPoint Neuro, Inc.	−42,018	444,831	$7,935,785
OR	OR Royalties Inc.	−38,380	152,745	$4,831,324
CDE	Coeur Mining, Inc.	−36,230	315,104	$5,142,497
DMRC	Digimarc Corp	−31,901	91,574	$752,738
PRCT	PROCEPT BioRobotics Corp	−24,760	78,422	$1,770,768
SHMD	SCHMID Group N.V.	−23,473	251,144	$1,572,161
VOYG	Voyager Technologies, Inc.	−22,848	71,598	$2,309,035
ESTC	Elastic N.V.	−20,516	64,796	$3,694,667
ZM	Zoom Communications, Inc.	−12,806	35,782	$3,088,344
NOW	ServiceNow, Inc.	−10,224	27,311	$2,711,436
AMZN	Amazon Com Inc	−8,926	12,846	$3,061,715
DUOL	Duolingo, Inc.	−6,012	17,307	$1,990,651
AEM	Agnico Eagle Mines Ltd	−3,073	42,369	$6,572,702
MELI	Mercadolibre Inc	−387	928	$1,575,177
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
TEM	Tempus AI, Inc.	34,240	$1,983,523
UFO	Procure Space ETF	34,575	$1,751,915
FINX	Global X FinTech ETF	55,700	$1,375,233
RSPG	Victory Portfolios II	13,586	$1,330,884
XHE	State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF	14,849	$1,250,731
—		42,149	$1,224,428
HERO	Global X Video Games & Esports ETF	46,713	$1,156,847
ONLN	ProShares Online Retail ETF	20,617	$1,121,770
ARGT	Global X MSCI Argentina ETF	8,737	$797,688
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	18,585	$3,780,746
LUNR	Intuitive Machines, Inc.	174,026	$3,229,922
CPNG	Coupang, Inc.	167,326	$3,159,114
S	SentinelOne, Inc.	213,023	$2,743,736
TEAM	Atlassian Corp	26,907	$1,836,402
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

43 tracked positions · $113,915,418 total · filing declares 43 positions · $113,915,398 · as of Jun 30, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SPIR	Spire Global, Inc. Industrials	Reduced	622,826	-133,076	$11,584,563	+21.8%	15	unpriced	10.17%
CLPT	ClearPoint Neuro, Inc. Healthcare	Reduced	444,831	-42,018	$7,935,785	+79.1%	13	$11.43	6.97%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	42,369	-3,073	$6,572,702	−28.7%	18	$53.46	5.77%
DLO	dLocal Ltd Technology	Reduced	473,687	-46,199	$6,155,562	−8.7%	9	$11.22	5.40%
CDE	Coeur Mining, Inc. Basic Materials	Reduced	315,104	-36,230	$5,142,497	−22.0%	6	$6.17	4.51%
OR	OR Royalties Inc. Basic Materials	Reduced	152,745	-38,380	$4,831,324	−33.5%	5	$24.09	4.24%
WEAV	Weave Communications, Inc. Healthcare	Reduced	757,302	-68,899	$4,536,238	+18.8%	5	$7.32	3.98%
ESTC	Elastic N.V. Technology	Reduced	64,796	-20,516	$3,694,667	−13.4%	2	$61.45	3.24%
FLYW	Flywire Corp Technology	Reduced	202,499	-75,725	$3,557,907	+9.9%	4	$12.48	3.12%
XYZ	Block, Inc. Technology	Reduced	46,667	-57,933	$3,546,692	−43.7%	19	before history	3.11%
EVLV	Evolv Technologies Holdings, Inc. Industrials	Reduced	596,073	-194,773	$3,457,223	−27.7%	2	$5.85	3.03%
GTLB	Gitlab Inc. Technology	Reduced	112,816	-69,759	$3,444,272	−12.8%	2	$29.21	3.02%
GDX	VanEck Gold Miners ETF	Added	43,561	+27,360	$3,286,677	+121.1%	19	before history	2.89%
OSCR	Oscar Health, Inc. Healthcare	Reduced	110,947	-164,612	$3,164,208	+0.1%	5	$14.73	2.78%
ZM	Zoom Communications, Inc. Technology	Reduced	35,782	-12,806	$3,088,344	−20.9%	11	$64.13	2.71%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	12,846	-8,926	$3,061,715	−32.5%	19	before history	2.69%
NOW	ServiceNow, Inc. Technology	Reduced	27,311	-10,224	$2,711,436	−30.9%	2	$117.65	2.38%
VOYG	Voyager Technologies, Inc. Industrials	Reduced	71,598	-22,848	$2,309,035	+4.5%	3	$27.15	2.03%
STIM	Neuronetics, Inc. Healthcare	Reduced	1,633,372	-141,252	$2,123,383	−17.5%	3	$2.07	1.86%
DUOL	Duolingo, Inc. Technology	Reduced	17,307	-6,012	$1,990,651	−13.4%	2	$123.31	1.75%
TEM	Tempus AI, Inc. Healthcare	NEW	34,240	NEW	$1,983,523	NEW	1	$50.14	1.74%
DCTH	Delcath Systems, Inc. Healthcare	Reduced	149,663	-55,429	$1,884,257	−1.0%	3	$9.93	1.65%
PRCT	PROCEPT BioRobotics Corp Healthcare	Reduced	78,422	-24,760	$1,770,768	−31.4%	3	$30.92	1.55%
SLVP	iShares Trust	Added	57,167	+28,343	$1,762,458	—	19	before history	1.55%
UFO	Procure Space ETF	NEW	34,575	NEW	$1,751,915	NEW	1	$53.83	1.54%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	928	-387	$1,575,177	−30.7%	19	before history	1.38%
SHMD	SCHMID Group N.V. Industrials	Reduced	251,144	-23,473	$1,572,161	+8.0%	2	$7.67	1.38%
AAPL	Apple Inc. Technology	Held	4,987	0	$1,443,038	+14.0%	19	before history	1.27%
PHYS	Sprott Physical Gold Trust Financial Services	Held	45,858	0	$1,383,535	−14.9%	19	before history	1.21%
FINX	Global X FinTech ETF	NEW	55,700	NEW	$1,375,233	NEW	1	$24.92	1.21%
RSPG	Victory Portfolios II	NEW	13,586	NEW	$1,330,884	NEW	1	$103.72	1.17%
XHE	State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF	NEW	14,849	NEW	$1,250,731	NEW	1	$80.94	1.10%
		NEW	42,149	NEW	$1,224,428	NEW	1	$30.77	1.07%
HERO	Global X Video Games & Esports ETF	NEW	46,713	NEW	$1,156,847	NEW	1	$25.74	1.02%
ONLN	ProShares Online Retail ETF	NEW	20,617	NEW	$1,121,770	NEW	1	unpriced	0.98%
COST	Costco Wholesale Corp Consumer Defensive	Held	1,100	0	$1,029,017	−6.1%	19	before history	0.90%
PSLV	Sprott Physical Silver Trust Financial Services	Held	44,334	0	$836,582	−22.6%	15	$9.02	0.73%
ARGT	Global X MSCI Argentina ETF	NEW	8,737	NEW	$797,688	NEW	1	$92.95	0.70%
DMRC	Digimarc Corp Technology	Reduced	91,574	-31,901	$752,738	+24.2%	6	$23.84	0.66%
SETM	Sprott Funds Trust	Held	18,010	0	$561,191	−5.8%	6	$15.42	0.49%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	850	0	$426,156	+2.0%	19	before history	0.37%
DGX	Quest Diagnostics Inc Healthcare	Held	1,742	0	$369,216	+8.1%	19	before history	0.32%
URA	Global X Uranium ETF	Held	8,266	0	$361,224	−9.8%	19	before history	0.32%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.