Lane Generational LLC

Fundamental concentrated ★Highest signal CIK 1901384
League rank
#204
in Fundamental concentrated · #348 overall
Long book
$125.6M
Q1 2026
Positions
39
Top-10 weight
51%
concentration
Last quarter
+24.3%
SPY +14.8%
Turnover
30%
of book per quarter

Strategy in plain words

auto-generated from filings

Lane Generational LLC is a concentrated fundamental stock-picker, running a $125.6M US long book across 39 positions.

The portfolio is concentrated: the top 10 names carry 51% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: SPIRE GLOBAL INC, AGNICO EAGLE MINES LTD, OR ROYALTIES INC, DLOCAL LTD, COEUR MINING INC.

Over the last 9 quarters its long book ran on average 4.4pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-5.6%
Q2 2024
+7.8%
Q3 2024
+18.3%
Q4 2024
-9.5%
Q1 2025
+15.6%
Q2 2025
+33.0%
Q3 2025
-8.3%
Q4 2025
+4.1%
Q1 2026
+24.3%

Sector allocation

Technology
39%
Materials
19%
Services media
10%
Healthcare
10%
Communications
8%
Consumer discretionary
7%
Industrials
3%
Financials
3%

Long book by quarter

$84.7M
Q1 2024
$84.4M
Q2 2024
$80.3M
Q3 2024
$102.4M
Q4 2024
$88.1M
Q1 2025
$107.2M
Q2 2025
$120.4M
Q3 2025
$110.4M
Q4 2025
$125.6M
Q1 2026

What does Lane Generational own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
SPIR SPIRE GLOBAL INCCommunications755.9K$9.5M7.6%+1.4%
AEM AGNICO EAGLE MINES LTDMaterials45.4K$9.2M7.3%-22.6%
OR OR ROYALTIES INCMaterials191.1K$7.3M5.8%-26.0%
DLO DLOCAL LTDServices media519.9K$6.7M5.4%+2.5%
CDE COEUR MINING INCMaterials351.3K$6.6M5.2%-12.7%
XYZ BLOCK INCTechnology104.6K$6.3M5.0%+31.7%
EVLV EVOLV TECHNOLOGIES HOLDINGSTechnology790.8K$4.8M3.8%New
AMZN AMAZON.COM INCConsumer discretionary21.8K$4.5M3.6%+22.5%
CLPT CLEARPOINT NEURO INCHealthcare486.8K$4.4M3.5%+42.9%
ESTC ELASTIC NVTechnology85.3K$4.3M3.4%New
GTLB GITLAB INC-CL ATechnology182.6K$4.0M3.1%New
NOW SERVICENOW INCTechnology37.5K$3.9M3.1%New
ZM ZOOM COMMUNICATIONS INCTechnology48.6K$3.9M3.1%0.0%
WEAV WEAVE COMMUNICATIONS INCTechnology826.2K$3.8M3.0%+62.1%
AMD ADVANCED MICRO DEVICESTechnology18.6K$3.8M3.0%-1.6%
FLYW FLYWIRE CORP-VOTINGServices media278.2K$3.2M2.6%+192.1%
LUNR INTUITIVE MACHINES INCTechnology174.0K$3.2M2.6%+1.7%
OSCR OSCAR HEALTH INC - CLASS AFinancials275.6K$3.2M2.5%+25.0%
CPNG COUPANG INCConsumer discretionary167.3K$3.2M2.5%New
S SENTINELONE INC -CLASS ATechnology213.0K$2.7M2.2%New
PRCT PROCEPT BIOROBOTICS CORPHealthcare103.2K$2.6M2.1%+81.6%
STIM NEURONETICS INCHealthcare1.8M$2.6M2.0%+4.1%
DUOL DUOLINGOTechnology23.3K$2.3M1.8%New
MELI MERCADOLIBRE INCServices media1.3K$2.3M1.8%+1.8%
VOYG VOYAGER TECHNOLOGIES INC-AIndustrials94.4K$2.2M1.8%+1.7%
DCTH DELCATH SYSTEMS INCHealthcare205.1K$1.9M1.5%+3.7%
TEAM ATLASSIAN CORP-CL ATechnology26.9K$1.8M1.5%New
SHMD SCHMID GROUP NVIndustrials274.6K$1.5M1.2%New
AAPL APPLE INCTechnology5.0K$1.3M1.0%-0.3%
COST COSTCO WHOLESALE CORPConsumer discretionary1.1K$1.1M0.9%Held
TMO THERMO FISHER SCIENTIFIC INCOther850$418K0.3%Held
DGX QUEST DIAGNOSTICS INCHealthcare1.7K$341K0.3%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 14, 202639$125.6M canonicalSEC ↗
Q4 202513F-HRFeb 12, 202634$110.4M canonicalSEC ↗
Q3 202513F-HRNov 4, 202531$120.4M canonicalSEC ↗
Q2 202513F-HRAug 1, 202532$107.2M canonicalSEC ↗
Q1 202513F-HRMay 6, 202533$88.1M canonicalSEC ↗
Q4 202413F-HRFeb 7, 202532$102.4M canonicalSEC ↗
Q3 202413F-HRNov 13, 202430$80.3M canonicalSEC ↗
Q2 202413F-HRJul 31, 202432$84.4M canonicalSEC ↗
Q1 202413F-HRMay 13, 202431$84.7M canonicalSEC ↗