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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 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 790,846.0 $4.8M 3.81% NEW $6.05 -0.8%
2 ESTC ELASTIC N V Technology 85,312.0 $4.3M 3.40% NEW $49.99 +7.7%
3 GTLB GITLAB INC Technology 182,575.0 $4.0M 3.15% NEW $21.64 +18.4%
4 NOW SERVICENOW INC Technology 37,535.0 $3.9M 3.12% NEW $104.55 -4.6%
5 CPNG COUPANG INC Consumer Cyclical 167,326.0 $3.2M 2.52% NEW $18.88 -16.7%
6 S SENTINELONE INC Technology 213,023.0 $2.7M 2.18% NEW $12.88 +39.5%
7 DUOL DUOLINGO INC Technology 23,319.0 $2.3M 1.83% NEW $98.57 +7.2%
8 TEAM ATLASSIAN CORPORATION Technology 26,907.0 $1.8M 1.46% NEW $68.25 +26.3%
9 SCHMID GROUP N.V. 274,617.0 $1.5M 1.16% NEW $5.30

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%