Asset Manager
← All Institutions
Lane Generational LLC
Market Value
$105M
+6.6%
Holdings
33
+3
New Purchases
7
Added To
9
Closed
0
Reduced
8
Top 10 Concentration
60.2%
Turnover
21.2%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BAH | 3.29% | 0.00% | +3.29% | $3M |
| LUNR | 2.65% | 0.00% | +2.65% | $3M |
| VOYG | 2.32% | 0.00% | +2.32% | $2M |
| STIM | 2.25% | 0.00% | +2.25% | $2M |
| VVV | 2.08% | 0.00% | +2.08% | $2M |
| DCTH | 1.91% | 0.00% | +1.91% | $2M |
| PRCT | 1.71% | 0.00% | +1.71% | $2M |
| WEAV | 3.69% | 2.80% | +0.89% | $4M |
| AMD | 3.86% | 3.15% | +0.71% | $4M |
| PSLV | 1.00% | 0.71% | +0.29% | $1M |
| SQ | 4.93% | 4.65% | +0.28% | $5M |
| SLVP | 1.06% | 0.90% | +0.16% | $1M |
| GDX | 1.33% | 1.26% | +0.07% | $1M |
| PHYS | 1.45% | 1.38% | +0.06% | $2M |
| TMO | 0.47% | 0.42% | +0.05% | $493K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| YNDX | 7.16% | 13.59% | -6.43% | $8M |
| CDE | 6.84% | 10.96% | -4.12% | $7M |
| CLPT | 4.45% | 6.92% | -2.47% | $5M |
| OR | 8.72% | 10.58% | -1.85% | $9M |
| OSCR | 3.02% | 4.19% | -1.17% | $3M |
| AEM | 9.50% | 10.10% | -0.60% | $10M |
| MELI | 2.48% | 3.03% | -0.55% | $3M |
| DLO | 6.85% | 7.35% | -0.50% | $7M |
| DMRC | 0.76% | 1.09% | -0.32% | $801K |
| WTTR | 3.69% | 4.00% | -0.31% | $4M |
| COST | 0.91% | 1.04% | -0.13% | $949K |
| ZM | 4.00% | 4.10% | -0.10% | $4M |
| URA | 0.34% | 0.40% | -0.06% | $353K |
| AMZN | 3.91% | 3.97% | -0.05% | $4M |
| DGX | 0.29% | 0.34% | -0.05% | $302K |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 4 | $10M | 10.0% |
| Large Cap | 11 | $41M | 39.5% |
| Mid Cap | 9 | $35M | 33.0% |
| Small Cap | 7 | $16M | 14.9% |
| Micro Cap | 2 | $3M | 2.7% |
Portfolio Analytics
Avg Market Cap
$278.8B
Median Market Cap
$6.7B
Avg P/E
39.8
Median P/E
28.9
Avg Dividend Yield
0.00%
Avg Beta
1.18
# Stocks
27
# ETFs / Funds
6
Top Holdings (33 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AEM | 9.50% | 58,712 | $10M | $169.53 | $25K | -191 | -0.3% | |
| 2 | OR | 8.72% | 258,272 | $9M | $35.39 | -$1M | -1,021 | -0.4% | |
| 3 | YNDX | 7.16% | 89,685 | $8M | $83.71 | -$6M | -29,293 | -24.6% | |
| 4 | DLO | 6.85% | 507,257 | $7M | $14.14 | -$45K | +1,811 | +0.4% | |
| 5 | CDE | 6.84% | 402,229 | $7M | $17.83 | -$4M | -171,901 | -29.9% | |
| 6 | SQ | 4.93% | 79,399 | $5M | $65.09 | $599K | +16,174 | +25.6% | |
| 7 | CLPT | 4.45% | 340,607 | $5M | $13.68 | -$2M | +28,722 | +9.2% | |
| 8 | ZM | 4.00% | 48,594 | $4M | $86.29 | $164K | -241 | -0.5% | |
| 9 | AMZN | 3.91% | 17,769 | $4M | $230.82 | $204K | +20 | +0.1% | |
| 10 | AMD | 3.86% | 18,878 | $4M | $214.16 | $949K | -243 | -1.3% | |
| 11 | WTTR | 3.69% | 367,818 | $4M | $10.52 | -$63K | -11 | — | |
| 12 | WEAV | 3.69% | 509,534 | $4M | $7.59 | $1M | +97,072 | +23.5% | |
| 13 | BAH | 3.29% | 40,812 | $3M | $84.36 | — | +40,812 | — | NEW |
| 14 | OSCR | 3.02% | 220,419 | $3M | $14.37 | -$954K | +2,710 | +1.2% | |
| 15 | LUNR | 2.65% | 171,080 | $3M | $16.23 | — | +171,080 | — | NEW |
| 16 | MELI | 2.48% | 1,292 | $3M | $2,014.74 | -$379K | +16 | +1.2% | |
| 17 | VOYG | 2.32% | 92,906 | $2M | $26.14 | — | +92,906 | — | NEW |
| 18 | STIM | 2.25% | 1,705,197 | $2M | $1.38 | — | +1,705,197 | — | NEW |
| 19 | VVV | 2.08% | 75,092 | $2M | $29.06 | — | +75,092 | — | NEW |
| 20 | DCTH | 1.91% | 197,690 | $2M | $10.10 | — | +197,690 | — | NEW |
| 21 | PRCT | 1.71% | 56,824 | $2M | $31.46 | — | +56,824 | — | NEW |
| 22 | PHYS | 1.45% | 45,858 | $2M | $33.02 | $156K | — | — | |
| 23 | GDX | 1.33% | 16,201 | $1M | $85.77 | $152K | — | — | |
| 24 | AAPL | 1.30% | 5,004 | $1M | $271.84 | $90K | +17 | +0.3% | |
| 25 | FLYW | 1.29% | 95,243 | $1M | $14.16 | $56K | -214 | -0.2% | |
| 26 | SLVP | 1.06% | 32,378 | $1M | $34.27 | $223K | — | — | |
| 27 | PSLV | 1.00% | 44,334 | $1M | $23.65 | $352K | — | — | |
| 28 | COST | 0.91% | 1,100 | $949K | $862.34 | -$70K | — | — | |
| 29 | DMRC | 0.76% | 122,176 | $801K | $6.56 | -$269K | +12,634 | +11.5% | |
| 30 | SETM | 0.50% | 18,010 | $521K | $28.95 | $68K | — | — | |
| 31 | TMO | 0.47% | 850 | $493K | $579.45 | $80K | — | — | |
| 32 | URA | 0.34% | 8,266 | $353K | $42.73 | -$41K | — | — | |
| 33 | DGX | 0.29% | 1,742 | $302K | $173.53 | -$30K | — | — |