13F HOLDINGS REPORT
Lane Generational LLC
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001941040-26-000113
Total Value
$110.4M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AGNICO EAGLE MINES LTD | AEM | 58,712 | $10.0M | 9.02% |
| 2 | OR ROYALTIES INC. | OR | 258,272 | $9.1M | 8.28% |
| 3 | NEBIUS GROUP N.V. | NBIS | 89,685 | $7.5M | 6.80% |
| 4 | DLOCAL LTD | DLO | 507,257 | $7.2M | 6.50% |
| 5 | COEUR MNG INC | 192108504 | 402,229 | $7.2M | 6.50% |
| 6 | SPIRE GLOBAL INC | SPIR | 745,217 | $5.6M | 5.06% |
| 7 | BLOCK INC | BSQKZ | 79,399 | $5.2M | 4.68% |
| 8 | CLEARPOINT NEURO INC | CLPT | 340,607 | $4.7M | 4.22% |
| 9 | ZOOM COMMUNICATIONS INC | ZM | 48,594 | $4.2M | 3.80% |
| 10 | AMAZON COM INC | AMZN | 17,769 | $4.1M | 3.72% |
| 11 | ADVANCED MICRO DEVICES INC | AMD | 18,878 | $4.0M | 3.66% |
| 12 | SELECT WATER SOLUTIONS INC | WTTR | 367,818 | $3.9M | 3.51% |
| 13 | WEAVE COMMUNICATIONS INC | WEAV | 509,534 | $3.9M | 3.50% |
| 14 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 40,812 | $3.4M | 3.12% |
| 15 | OSCAR HEALTH INC | OSCR | 220,419 | $3.2M | 2.87% |
| 16 | INTUITIVE MACHINES INC | LUNR | 171,080 | $2.8M | 2.52% |
| 17 | MERCADOLIBRE INC | MELI | 1,292 | $2.6M | 2.36% |
| 18 | VOYAGER TECHNOLOGIES INC | VOYG | 92,906 | $2.4M | 2.20% |
| 19 | NEURONETICS INC | STIM | 1,705,197 | $2.4M | 2.13% |
| 20 | VALVOLINE INC | VVV | 75,092 | $2.2M | 1.98% |
| 21 | DELCATH SYS INC | DCTH | 197,690 | $2.0M | 1.81% |
| 22 | PROCEPT BIOROBOTICS CORP | PRCT | 56,824 | $1.8M | 1.62% |
| 23 | SPROTT ASSET MANAGEMENT LP | SII | 45,858 | $1.5M | 1.37% |
| 24 | VANECK ETF TRUST | 92189F106 | 16,201 | $1.4M | 1.26% |
| 25 | APPLE INC | AAPL | 5,004 | $1.4M | 1.23% |
| 26 | FLYWIRE CORPORATION | FLYW | 95,243 | $1.3M | 1.22% |
| 27 | ISHARES INC | 464286327 | 32,378 | $1.1M | 1.01% |
| 28 | SPROTT ASSET MANAGEMENT LP | SII | 44,334 | $1.0M | 0.95% |
| 29 | COSTCO WHSL CORP NEW | 22160K105 | 1,100 | $948,574 | 0.86% |
| 30 | DIGIMARC CORP NEW | DMRC | 122,176 | $801,475 | 0.73% |
| 31 | SPROTT FDS TR | SII | 18,010 | $521,390 | 0.47% |
| 32 | THERMO FISHER SCIENTIFIC INC | TMO | 850 | $492,533 | 0.45% |
| 33 | GLOBAL X FDS | 37954Y871 | 8,266 | $353,206 | 0.32% |
| 34 | QUEST DIAGNOSTICS INC | DGX | 1,742 | $302,289 | 0.27% |