Asset Manager
← All Institutions
Lane Generational LLC
Market Value
$115M
+9.4%
Holdings
41
+8
New Purchases
8
Added To
14
Closed
4
Reduced
7
Top 10 Concentration
50.7%
Turnover
29.3%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| EVLV | 4.17% | 0.00% | +4.17% | $5M |
| ESTC | 3.72% | 0.00% | +3.72% | $4M |
| GTLB | 3.45% | 0.00% | +3.45% | $4M |
| NOW | 3.42% | 0.00% | +3.42% | $4M |
| CPNG | 2.76% | 0.00% | +2.76% | $3M |
| S | 2.39% | 0.00% | +2.39% | $3M |
| DUOL | 2.00% | 0.00% | +2.00% | $2M |
| TEAM | 1.60% | 0.00% | +1.60% | $2M |
| FLYW | 2.82% | 1.29% | +1.54% | $3M |
| SQ | 5.49% | 4.93% | +0.56% | $6M |
| PRCT | 2.25% | 1.71% | +0.54% | $3M |
| LUNR | 2.82% | 2.65% | +0.17% | $3M |
| COST | 0.96% | 0.91% | +0.05% | $1M |
| AMZN | 3.95% | 3.91% | +0.04% | $5M |
| SETM | 0.52% | 0.50% | +0.02% | $596K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| YNDX | 0.00% | 7.16% | -7.16% | $0 |
| WTTR | 0.00% | 3.69% | -3.69% | $0 |
| BAH | 0.00% | 3.29% | -3.29% | $0 |
| OR | 6.34% | 8.72% | -2.39% | $7M |
| VVV | 0.00% | 2.08% | -2.08% | $0 |
| AEM | 8.04% | 9.50% | -1.46% | $9M |
| CDE | 5.75% | 6.84% | -1.09% | $7M |
| DLO | 5.88% | 6.85% | -0.96% | $7M |
| ZM | 3.41% | 4.00% | -0.60% | $4M |
| CLPT | 3.86% | 4.45% | -0.58% | $4M |
| AMD | 3.30% | 3.86% | -0.56% | $4M |
| MELI | 1.98% | 2.48% | -0.50% | $2M |
| VOYG | 1.93% | 2.32% | -0.39% | $2M |
| WEAV | 3.33% | 3.69% | -0.36% | $4M |
| OSCR | 2.76% | 3.02% | -0.27% | $3M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 4 | $11M | 9.3% |
| Large Cap | 14 | $42M | 36.8% |
| Mid Cap | 13 | $36M | 31.6% |
| Small Cap | 8 | $22M | 19.5% |
| Micro Cap | 2 | $3M | 2.8% |
Portfolio Analytics
Avg Market Cap
$228.8B
Median Market Cap
$6.3B
Avg P/E
39.5
Median P/E
28.9
Avg Dividend Yield
0.00%
Avg Beta
1.15
# Stocks
35
# ETFs / Funds
6
Top Holdings (41 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AEM | 8.04% | 45,442 | $9M | $202.98 | -$729K | -13,270 | -22.6% | |
| 2 | OR | 6.34% | 191,125 | $7M | $38.02 | -$2M | -67,147 | -26.0% | |
| 3 | DLO | 5.88% | 519,886 | $7M | $12.97 | -$430K | +12,629 | +2.5% | |
| 4 | CDE | 5.75% | 351,334 | $7M | $18.77 | -$577K | -50,895 | -12.7% | |
| 5 | SQ | 5.49% | 104,600 | $6M | $60.18 | $1M | +25,201 | +31.7% | |
| 6 | EVLV | 4.17% | 790,846 | $5M | $6.05 | — | +790,846 | — | NEW |
| 7 | AMZN | 3.95% | 21,772 | $5M | $208.27 | $433K | +4,003 | +22.5% | |
| 8 | CLPT | 3.86% | 486,849 | $4M | $9.10 | -$229K | +146,242 | +42.9% | |
| 9 | ESTC | 3.72% | 85,312 | $4M | $49.99 | — | +85,312 | — | NEW |
| 10 | GTLB | 3.45% | 182,575 | $4M | $21.64 | — | +182,575 | — | NEW |
| 11 | NOW | 3.42% | 37,535 | $4M | $104.55 | — | +37,535 | — | NEW |
| 12 | ZM | 3.41% | 48,588 | $4M | $80.39 | -$287K | -6 | -0.0% | |
| 13 | WEAV | 3.33% | 826,201 | $4M | $4.62 | -$50K | +316,667 | +62.1% | |
| 14 | AMD | 3.30% | 18,585 | $4M | $203.43 | -$262K | -293 | -1.6% | |
| 15 | FLYW | 2.82% | 278,224 | $3M | $11.64 | $2M | +182,981 | +192.1% | |
| 16 | LUNR | 2.82% | 174,026 | $3M | $18.56 | $453K | +2,946 | +1.7% | |
| 17 | OSCR | 2.76% | 275,559 | $3M | $11.47 | -$7K | +55,140 | +25.0% | |
| 18 | CPNG | 2.76% | 167,326 | $3M | $18.88 | — | +167,326 | — | NEW |
| 19 | S | 2.39% | 213,023 | $3M | $12.88 | — | +213,023 | — | NEW |
| 20 | PRCT | 2.25% | 103,182 | $3M | $25.01 | $793K | +46,358 | +81.6% | |
| 21 | STIM | 2.24% | 1,774,624 | $3M | $1.45 | $220K | +69,427 | +4.1% | |
| 22 | DUOL | 2.00% | 23,319 | $2M | $98.57 | — | +23,319 | — | NEW |
| 23 | MELI | 1.98% | 1,315 | $2M | $1,729.43 | -$329K | +23 | +1.8% | |
| 24 | VOYG | 1.93% | 94,446 | $2M | $23.39 | -$219K | +1,540 | +1.7% | |
| 25 | DCTH | 1.66% | 205,092 | $2M | $9.28 | -$93K | +7,402 | +3.7% | |
| 26 | TEAM | 1.60% | 26,907 | $2M | $68.25 | — | +26,907 | — | NEW |
| 27 | PHYS | 1.42% | 45,858 | $2M | $35.44 | $111K | — | — | |
| 28 | GDX | 1.30% | 16,201 | $1M | $91.77 | $97K | — | — | |
| 29 | AAPL | 1.10% | 4,987 | $1M | $253.79 | -$95K | -17 | -0.3% | |
| 30 | COST | 0.96% | 1,100 | $1M | $996.43 | $147K | — | — | |
| 31 | PSLV | 0.94% | 44,334 | $1M | $24.39 | $33K | — | — | |
| 32 | SLVP | 0.89% | 28,824 | $1M | $35.46 | -$87K | -3,554 | -11.0% | |
| 33 | DMRC | 0.53% | 123,475 | $606K | $4.91 | -$195K | +1,299 | +1.1% | |
| 34 | SETM | 0.52% | 18,010 | $596K | $33.08 | $74K | — | — | |
| 35 | TMO | 0.36% | 850 | $418K | $491.53 | -$75K | — | — | |
| 36 | URA | 0.35% | 8,266 | $400K | $48.43 | $47K | — | — | |
| 37 | DGX | 0.30% | 1,742 | $341K | $195.98 | $39K | — | — | |
| 38 | WTTR | —% | — | — | — | -$4M | -367,818 | -100.0% | SOLD |
| 39 | VVV | —% | — | — | — | -$2M | -75,092 | -100.0% | SOLD |
| 40 | YNDX | —% | — | — | — | -$8M | -89,685 | -100.0% | SOLD |
| 41 | BAH | —% | — | — | — | -$3M | -40,812 | -100.0% | SOLD |