Lane Generational
Latest statistics and disclosures from Lane Generational's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AEM, SQ, OR, RIG, OXY, and represent 33.00% of Lane Generational's stock portfolio.
- Added to shares of these 7 stocks: SPXU, RCM, FSLY, ZM, SQQQ, OXY, CLPT.
- Started 2 new stock positions in SPXU, RCM.
- Reduced shares in these 10 stocks: SDOW, ENPH, SQ, OR, AMZN, PLTR, RIG, AEM, CVS, SILV.
- Sold out of its position in SDOW.
- Lane Generational was a net buyer of stock by $313k.
- Lane Generational has $85M in assets under management (AUM), dropping by 5.40%.
- Central Index Key (CIK): 0001901384
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Portfolio Holdings for Lane Generational
Lane Generational holds 31 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Agnico (AEM) | 7.3 | $6.2M | -3% | 104k | 59.65 |
|
| Block Cl A (SQ) | 6.8 | $5.8M | -4% | 68k | 84.58 |
|
| Osisko Gold Royalties (OR) | 6.4 | $5.4M | -4% | 329k | 16.42 |
|
| Transocean Registered Shs (RIG) | 6.3 | $5.4M | -3% | 852k | 6.28 |
|
| Occidental Petroleum Corporation (OXY) | 6.2 | $5.3M | +4% | 81k | 64.99 |
|
| Amazon (AMZN) | 6.0 | $5.1M | -4% | 28k | 180.38 |
|
| Spire Global Com Cl A New (SPIR) | 5.8 | $4.9M | -3% | 409k | 12.00 |
|
| Palantir Technologies Cl A (PLTR) | 5.4 | $4.6M | -5% | 198k | 23.01 |
|
| Silvercrest Metals (SILV) | 4.8 | $4.1M | -4% | 614k | 6.66 |
|
| CVS Caremark Corporation (CVS) | 4.8 | $4.1M | -5% | 51k | 79.76 |
|
| Proshares Tr Ultrapro Short S (SPXU) | 4.4 | $3.8M | NEW | 584k | 6.46 |
|
| 4068594 Enphase Energy (ENPH) | 4.3 | $3.7M | -24% | 30k | 120.98 |
|
| Proshares Tr Ultrapro Sht Qqq (SQQQ) | 4.0 | $3.4M | +18% | 321k | 10.48 |
|
| Rapid7 (RPD) | 3.9 | $3.3M | -4% | 67k | 49.04 |
|
| MercadoLibre (MELI) | 3.9 | $3.3M | -4% | 2.2k | 1511.96 |
|
| Select Water Solutions Cl A Com (WTTR) | 3.7 | $3.1M | -2% | 339k | 9.23 |
|
| Zoom Video Communications In Cl A (ZM) | 3.4 | $2.8M | +56% | 44k | 65.37 |
|
| Fastly Cl A (FSLY) | 3.2 | $2.7M | +79% | 208k | 12.97 |
|
| R1 RCM (RCM) | 1.5 | $1.3M | NEW | 97k | 12.88 |
|
| Clearpoint Neuro (CLPT) | 1.4 | $1.2M | 175k | 6.80 |
|
|
| Sprott Physical Gold Tr Unit (PHYS) | 1.0 | $877k | 51k | 17.30 |
|
|
| Apple (AAPL) | 1.0 | $855k | 5.0k | 171.48 |
|
|
| Costco Wholesale Corporation (COST) | 1.0 | $806k | 1.1k | 732.63 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.8 | $695k | 22k | 31.62 |
|
|
| Thermo Fisher Scientific (TMO) | 0.6 | $494k | 850.00 | 581.21 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.5 | $394k | 17k | 22.75 |
|
|
| Kraneshares Trust California Carb (KCCA) | 0.5 | $394k | 14k | 28.65 |
|
|
| Ishares Msci Glb Slv&mtl (SLVP) | 0.5 | $392k | 39k | 10.16 |
|
|
| Global X Fds Global X Uranium (URA) | 0.4 | $319k | 11k | 28.83 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.3 | $232k | 1.7k | 133.11 |
|
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.2 | $141k | 17k | 8.29 |
|
Past Filings by Lane Generational
SEC 13F filings are viewable for Lane Generational going back to 2021
- Lane Generational 2024 Q1 filed May 13, 2024
- Lane Generational 2023 Q4 filed Feb. 8, 2024
- Lane Generational 2023 Q3 filed Oct. 19, 2023
- Lane Generational 2023 Q2 filed Aug. 7, 2023
- Lane Generational 2023 Q1 filed May 1, 2023
- Lane Generational 2022 Q4 filed Jan. 31, 2023
- Lane Generational 2022 Q3 filed Nov. 2, 2022
- Lane Generational 2022 Q2 filed Aug. 4, 2022
- Lane Generational 2022 Q1 filed May 10, 2022
- Lane Generational 2021 Q4 filed Feb. 7, 2022