Lane Generational

Latest statistics and disclosures from Lane Generational's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AEM, RIG, SQ, ENPH, OR, and represent 33.96% of Lane Generational's stock portfolio.
  • Added to shares of these 9 stocks: SDOW, ENPH, ZM, OR, MELI, SPIR, WTTR, CLPT, RIG.
  • Started 2 new stock positions in ZM, SDOW.
  • Reduced shares in these 10 stocks: SPXU, RVTY, , EVA, ROP, PLTR, RPD, KCCA, AEM, SQ.
  • Sold out of its positions in EVA, RVTY, SPXU, ROP, NOW.
  • Lane Generational was a net seller of stock by $-7.1M.
  • Lane Generational has $80M in assets under management (AUM), dropping by -0.70%.
  • Central Index Key (CIK): 0001901384

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Portfolio Holdings for Lane Generational

Lane Generational holds 30 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Agnico (AEM) 7.3 $5.9M 108k 54.85
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Transocean Reg Shs (RIG) 7.0 $5.6M 888k 6.35
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Block Cl A (SQ) 6.9 $5.5M 72k 77.35
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4068594 Enphase Energy (ENPH) 6.6 $5.3M +69% 40k 132.14
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Osisko Gold Royalties (OR) 6.1 $4.9M +13% 344k 14.28
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Occidental Petroleum Corporation (OXY) 5.7 $4.6M 77k 59.71
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Amazon (AMZN) 5.6 $4.5M 29k 151.94
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CVS Caremark Corporation (CVS) 5.3 $4.3M 54k 78.96
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Silvercrest Metals (SILV) 5.2 $4.2M 640k 6.55
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Proshares Tr Ultrashrt Dow 30 (SDOW) 5.1 $4.1M NEW 223k 18.39
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Rapid7 (RPD) 5.0 $4.0M -9% 70k 57.10
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Proshares Tr Ultrapro Sht Qqq (SQQQ) 4.5 $3.6M 270k 13.45
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MercadoLibre (MELI) 4.5 $3.6M +15% 2.3k 1571.54
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Palantir Technologies Cl A (PLTR) 4.5 $3.6M -10% 209k 17.17
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Spire Global Com Cl A New (SPIR) 4.1 $3.3M +15% 423k 7.82
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Select Water Solutions Cl A Com (WTTR) 3.3 $2.6M +8% 346k 7.59
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Fastly Cl A (FSLY) 2.6 $2.1M 116k 17.80
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Zoom Video Communications In Cl A (ZM) 2.5 $2.0M NEW 28k 71.91
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Clearpoint Neuro (CLPT) 1.5 $1.2M +16% 174k 6.79
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Apple (AAPL) 1.2 $960k 5.0k 192.53
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Sprott Physical Gold Tr Unit (PHYS) 1.0 $808k 51k 15.93
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Costco Wholesale Corporation (COST) 0.9 $726k 1.1k 660.08
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.8 $681k 22k 31.01
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Thermo Fisher Scientific (TMO) 0.6 $451k 850.00 530.79
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Kraneshares Tr California Carb (KCCA) 0.5 $414k -30% 14k 30.15
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Ishares Msci Glb Slv&mtl (SLVP) 0.5 $393k 39k 10.18
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Ishares Silver Tr Ishares (SLV) 0.5 $377k 17k 21.78
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Global X Fds Global X Uranium (URA) 0.4 $306k 11k 27.69
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Quest Diagnostics Incorporated (DGX) 0.3 $240k 1.7k 137.88
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Sprott Physical Silver Tr Tr Unit (PSLV) 0.2 $137k 17k 8.08
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Past Filings by Lane Generational

SEC 13F filings are viewable for Lane Generational going back to 2021