# Lane Generational LLC: Form 13F holdings

An institutional investment manager in Palm Beach, FL. SEC CIK 1901384.

- Quarter ended: 2026-06-30
- Filed: 2026-08-13
- Reported value: $113.9m
- Positions: 43 (43 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1901384/000194104026000589/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [SPIRE GLOBAL INC (SPIR)](/companies/spir.md) | COM CL A NEW | $11.6m | 10.2% | 622,826 |  | Reduced −133,076 |
| [CLEARPOINT NEURO INC (CLPT)](/companies/clpt.md) | COM | $7.9m | 7.0% | 444,831 |  | Reduced −42,018 |
| [AGNICO EAGLE MINES LTD (AEM)](/companies/aem.md) | COM | $6.6m | 5.8% | 42,369 |  | Reduced −3,073 |
| DLOCAL LTD | CLASS A COM | $6.2m | 5.4% | 473,687 |  | Reduced −46,199 |
| [COEUR MNG INC (CDE)](/companies/cde.md) | COM NEW | $5.1m | 4.5% | 315,104 |  | Reduced −36,230 |
| [OR ROYALTIES INC. (OR)](/companies/or.md) | COM SHS | $4.8m | 4.2% | 152,745 |  | Reduced −38,380 |
| [WEAVE COMMUNICATIONS INC (WEAV)](/companies/weav.md) | COM | $4.5m | 4.0% | 757,302 |  | Reduced −68,899 |
| ELASTIC N V | ORD SHS | $3.7m | 3.2% | 64,796 |  | Reduced −20,516 |
| [FLYWIRE CORPORATION (FLYW)](/companies/flyw.md) | COM VTG | $3.6m | 3.1% | 202,499 |  | Reduced −75,725 |
| [BLOCK INC (XYZ)](/companies/xyz.md) | CL A | $3.5m | 3.1% | 46,667 |  | Reduced −57,933 |
| [EVOLV TECHNOLOGIES HLDNGS IN (EVLV)](/companies/evlv.md) | COM CL A | $3.5m | 3.0% | 596,073 |  | Reduced −194,773 |
| [GITLAB INC (GTLB)](/companies/gtlb.md) | CLASS A COM | $3.4m | 3.0% | 112,816 |  | Reduced −69,759 |
| VANECK ETF TRUST | GOLD MINERS ETF | $3.3m | 2.9% | 43,561 |  | Added +27,360 |
| [OSCAR HEALTH INC (OSCR)](/companies/oscr.md) | CL A | $3.2m | 2.8% | 110,947 |  | Reduced −164,612 |
| [ZOOM COMMUNICATIONS INC (ZM)](/companies/zm.md) | CL A | $3.1m | 2.7% | 35,782 |  | Reduced −12,806 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $3.1m | 2.7% | 12,846 |  | Reduced −8,926 |
| [SERVICENOW INC (NOW)](/companies/now.md) | COM | $2.7m | 2.4% | 27,311 |  | Reduced −10,224 |
| [VOYAGER TECHNOLOGIES INC (VOYG)](/companies/voyg.md) | COM CL A | $2.3m | 2.0% | 71,598 |  | Reduced −22,848 |
| [NEURONETICS INC (STIM)](/companies/stim.md) | COM | $2.1m | 1.9% | 1,633,372 |  | Reduced −141,252 |
| [DUOLINGO INC (DUOL)](/companies/duol.md) | CL A COM | $2.0m | 1.7% | 17,307 |  | Reduced −6,012 |
| [TEMPUS AI INC (TEM)](/companies/tem.md) | CL A | $2.0m | 1.7% | 34,240 |  | New +34,240 |
| [DELCATH SYS INC (DCTH)](/companies/dcth.md) | COM NEW | $1.9m | 1.7% | 149,663 |  | Reduced −55,429 |
| [PROCEPT BIOROBOTICS CORP (PRCT)](/companies/prct.md) | COM | $1.8m | 1.6% | 78,422 |  | Reduced −24,760 |
| ISHARES INC | MSCI GLB SLV&MTL | $1.8m | 1.5% | 57,167 |  | Added +28,343 |
| PROCURE ETF TRUST II | SPACE ETF | $1.8m | 1.5% | 34,575 |  | New +34,575 |
| [MERCADOLIBRE INC (MELI)](/companies/meli.md) | COM | $1.6m | 1.4% | 928 |  | Reduced −387 |
| SCHMID GROUP N.V. | EURO SHS CL A | $1.6m | 1.4% | 251,144 |  | Reduced −23,473 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $1.4m | 1.3% | 4,987 |  | Unchanged |
| [SPROTT ASSET MANAGEMENT LP (PHYS)](/companies/phys.md) | PHYSICAL GOLD TR | $1.4m | 1.2% | 45,858 |  | Unchanged |
| GLOBAL X FDS | FINTECH ETF | $1.4m | 1.2% | 55,700 |  | New +55,700 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL ENR | $1.3m | 1.2% | 13,586 |  | New +13,586 |
| SPDR SERIES TRUST | ST STR SP HCEQ | $1.3m | 1.1% | 14,849 |  | New +14,849 |
| ETF SER SOLUTIONS | DEFI DRON MO ETF | $1.2m | 1.1% | 42,149 |  | New +42,149 |
| GLOBAL X FDS | VDEO GAM ESPRT | $1.2m | 1.0% | 46,713 |  | New +46,713 |
| PROSHARES TR | ONLINE RTL ETF | $1.1m | 1.0% | 20,617 |  | New +20,617 |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $1.0m | 0.9% | 1,100 |  | Unchanged |
| [SPROTT ASSET MANAGEMENT LP (PSLV)](/companies/pslv.md) | PHYSICAL SILVER | $836.6k | 0.7% | 44,334 |  | Unchanged |
| GLOBAL X FDS | GB MSCI AR ETF | $797.7k | 0.7% | 8,737 |  | New +8,737 |
| [DIGIMARC CORP (DMRC)](/companies/dmrc.md) | COM | $752.7k | 0.7% | 91,574 |  | New +91,574 |
| SPROTT FDS TR | SPROTT CRITICAL | $561.2k | 0.5% | 18,010 |  | Unchanged |
| [THERMO FISHER SCIENTIFIC INC (TMO)](/companies/tmo.md) | COM | $426.2k | 0.4% | 850 |  | Unchanged |
| [QUEST DIAGNOSTICS INC (DGX)](/companies/dgx.md) | COM | $369.2k | 0.3% | 1,742 |  | Unchanged |
| GLOBAL X FDS | GLOBAL X URANIUM | $361.2k | 0.3% | 8,266 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $0 | 0.0% | 0 |  | Sold out −18,585 |
| [ATLASSIAN CORPORATION (TEAM)](/companies/team.md) | CL A | $0 | 0.0% | 0 |  | Sold out −26,907 |
| [COUPANG INC (CPNG)](/companies/cpng.md) | CL A | $0 | 0.0% | 0 |  | Sold out −167,326 |
| DIGIMARC CORP NEW | COM | $0 | 0.0% | 0 |  | Sold out −123,475 |
| [INTUITIVE MACHINES INC (LUNR)](/companies/lunr.md) | CLASS A COM | $0 | 0.0% | 0 |  | Sold out −174,026 |
| [SENTINELONE INC (S)](/companies/s.md) | CL A | $0 | 0.0% | 0 |  | Sold out −213,023 |

Source: SEC EDGAR, Form 13F-HR, accession 0001941040-26-000589. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.