Lane Generational LLC

CIK 0001901384 · Q1 2026

13F Equity AUM

$125.6M

+13.8% QoQ

Positions

+5 QoQ

AUM Rank

#9,192

Top 74%

Skill Alpha (FF)

+6.3%/yr^ns

No Clear Edge

Rank #505 · Top 6%

vs S&P -1.1%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 31.3%Top 10: 50.7%Top 20: 78.5%

SPIR7.6%

AEM7.3%

OR5.8%

DLO5.4%

CDE5.3%

XYZ5.0%

EVLV3.8%

AMZN3.6%

CLPT3.5%

ESTC3.4%

Others (29)49.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology38.7%

Basic Materials18.4%

Industrials16.9%

Healthcare12.3%

Consumer Cyclical7.9%

Financial Services2.8%

Financials2.1%

Other0.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 39Median: 2.18%Avg: 2.56%

0–0.5%

5(1.9%)

0.5–1%

3(2.5%)

1–3%

16(29.5%)

3–5%

9(29.8%)

5%+

6(36.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 37Unique: 2vs 20 funds

0.5%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.7%

BANK OF AMERICA CORP /DE/

0.7%

BlackRock, Inc.

0.8%

GEODE CAPITAL MANAGEMENT, LLC

0.9%

VANGUARD CAPITAL MANAGEMENT LLC

0.9%

JPMORGAN CHASE & CO

0.6%

STATE STREET CORP

0.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

FMR LLC

0.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New9Increased15Decreased7Exited4

New Positions

EVLV3.8%

+791K

ESTC3.4%

+85K

GTLB3.1%

+183K

NOW3.1%

+38K

CPNG2.5%

+167K

S2.2%

+213K

DUOL1.8%

+23K

TEAM1EUR1.5%

+27K

SHMDW1.2%

+275K

Increased

WEAV3.0%

+317K(+62%)

FLYW2.6%

+183K(+192%)

CLPT3.5%

+146K(+43%)

STIM2.0%

+69K(+4%)

OSCR2.5%

+55K(+25%)

PRCT2.0%

+46K(+82%)

XYZ5.0%

+25K(+32%)

DLO5.4%

+13K(+2%)

SPIR7.6%

+11K(+1%)

DCTH1.5%

+7K(+4%)

Decreased

OR5.8%

-67,147(-26%)

CDE5.3%

-50,895(-13%)

AEM7.3%

-13,270(-23%)

SLVP0.8%

-3,554(-11%)

AMD3.0%

-293(-2%)

AAPL1.0%

-17(-0%)

ZM3.1%

-6(-0%)

Exited

-89,685

-367,818

-40,812

-75,092

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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