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Portfolio (Quarterly) Guide ↗

Lane Generational LLC

· CIK 0001901384
13F Portfolio $126M AUM 39 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 15 Added 5 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPIRE GLOBAL INC 755,902.0 $9.5M 7.57% +11K +1.4% $12.58
2 DLO DLOCAL LTD Technology 519,886.0 $6.7M 5.37% +13K +2.5% $12.97 -5.6%
3 BLOCK INC 104,600.0 $6.3M 5.01% +25K +31.7% $60.18
4 AMZN AMAZON COM INC Consumer Cyclical 21,772.0 $4.5M 3.61% +4K +22.5% $208.27 +28.9%
5 CLPT CLEARPOINT NEURO INC Healthcare 486,849.0 $4.4M 3.53% +146K +42.9% $9.10 +28.6%
6 WEAV WEAVE COMMUNICATIONS INC Technology 826,201.0 $3.8M 3.04% +317K +62.1% $4.62 +27.5%
7 FLYW FLYWIRE CORPORATION Technology 278,224.0 $3.2M 2.58% +183K +192.1% $11.64 +38.8%
8 LUNR INTUITIVE MACHINES INC Industrials 174,026.0 $3.2M 2.57% +3K +1.7% $18.56 +84.5%
9 OSCR OSCAR HEALTH INC Healthcare 275,559.0 $3.2M 2.52% +55K +25.0% $11.47 +93.0%
10 PRCT PROCEPT BIOROBOTICS CORP Healthcare 103,182.0 $2.6M 2.05% +46K +81.6% $25.01 +12.4%
11 STIM NEURONETICS INC Healthcare 1,774,624.0 $2.6M 2.05% +69K +4.1% $1.45 -17.9%
12 MELI MERCADOLIBRE INC Consumer Cyclical 1,315.0 $2.3M 1.81% +23.0 +1.8% $1729.43 -3.0%
13 VOYG VOYAGER TECHNOLOGIES INC Industrials 94,446.0 $2.2M 1.76% +2K +1.7% $23.39 +70.7%
14 DCTH DELCATH SYS INC Healthcare 205,092.0 $1.9M 1.51% +7K +3.7% $9.28 +23.4%
15 DMRC DIGIMARC CORP NEW Technology 123,475.0 $606K 0.48% +1K +1.1% $4.91 +175.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.4%
Basic Materials 22.0%
Healthcare 14.7%
Industrials 9.7%
Consumer Cyclical 9.5%
Financial Services 2.6%
Consumer Defensive 1.0%