Lane Generational LLC
Lane Generational LLC is an SEC-registered investment adviser that reports managing 1 hedge fund on Form ADV. It reports $139.3 million in regulatory assets under management. Its disclosed U.S. stock holdings returned an estimated +25.3% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +112.0% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $139.3 millionForm ADV Item 5.F
- Gross assets of private funds
- $0All private fund types, Form ADV
- Hedge funds managed
- 11 private funds in total
- Employees
- 2Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 309619
- Latest Form ADV
- 05/05/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +20.7% | +14.8% |
| Q1 2026 | +3.8% | -4.6% |
| Q4 2025 | -2.8% | +2.4% |
| Q3 2025 | +27.1% | +7.8% |
| Q2 2025 | +16.8% | +10.4% |
| Q1 2025 | -6.6% | -4.5% |
| Q4 2024 | +15.3% | +2.1% |
| Q3 2024 | +8.8% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Spire Global Inc$11.6 million
- Clearpoint Neuro Inc$7.9 million
- Agnico Eagle Mines LTD Com$6.6 million
- Dlocal LTD$6.2 million
- Coeur MNG Inc$5.1 million
- Or Royalties Inc Com$4.8 million
- Weave Communications Inc$4.5 million
- Elastic NV$3.7 million
- Flywire Corporation$3.6 million
- Block Inc CL A$3.5 million
As of 2026-06-30, from 13F filing by Lane Generational LLC.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures