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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
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PRCT PROCEPT BIOROBOTICS CORP Healthcare 103,182.0 $2.6M 2.05% +46K +81.6% $25.01 +12.4%
22 STIM NEURONETICS INC Healthcare 1,774,624.0 $2.6M 2.05% +69K +4.1% $1.45 -17.9%
23 DUOL DUOLINGO INC Technology 23,319.0 $2.3M 1.83% NEW $98.57 +7.2%
24 MELI MERCADOLIBRE INC Consumer Cyclical 1,315.0 $2.3M 1.81% +23.0 +1.8% $1729.43 -3.0%
25 VOYG VOYAGER TECHNOLOGIES INC Industrials 94,446.0 $2.2M 1.76% +2K +1.7% $23.39 +70.7%
26 DCTH DELCATH SYS INC Healthcare 205,092.0 $1.9M 1.51% +7K +3.7% $9.28 +23.4%
27 TEAM ATLASSIAN CORPORATION Technology 26,907.0 $1.8M 1.46% NEW $68.25 +26.3%
28 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 45,858.0 $1.6M 1.29% $35.44 -3.0%
29 GDX VANECK ETF TRUST 16,201.0 $1.5M 1.18% $91.77 -6.2%
30 SCHMID GROUP N.V. 274,617.0 $1.5M 1.16% NEW $5.30
31 AAPL APPLE INC Technology 4,987.0 $1.3M 1.01% $253.79 +20.2%
32 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,100.0 $1.1M 0.87% $996.43 +5.4%
33 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 44,334.0 $1.1M 0.86% $24.39 +1.1%
34 SLVP ISHARES INC 28,824.0 $1.0M 0.81% -4K -11.0% $35.46 +0.1%
35 DMRC DIGIMARC CORP NEW Technology 123,475.0 $606K 0.48% +1K +1.1% $4.91 +175.2%
36 SETM SPROTT FDS TR 18,010.0 $596K 0.47% $33.08 +5.5%
37 TMO THERMO FISHER SCIENTIFIC INC Healthcare 850.0 $418K 0.33% $491.53 -8.1%
38 URA GLOBAL X FDS 8,266.0 $400K 0.32% $48.43 +0.9%
39 DGX QUEST DIAGNOSTICS INC Healthcare 1,742.0 $341K 0.27% $195.98 -1.1%
Page 2 of 2  ·  39 positions

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%