Lane Generational LLC 13F 持仓 · 2026年Q2
Lane Generational 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 43 只证券，申报市值合计 1.14 亿美元。前几大持仓：SPIR（10.17%）、CLPT（6.97%）、AEM（5.77%）。本季前 25 大持仓中：新建仓 2 只、增持 2 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPIR | SPIRE GLOBAL INC | $11.6M | 10.17% | 622,826 | 减持 |
| 2 | CLPT | CLEARPOINT NEURO INC | $7.9M | 6.97% | 444,831 | 减持 |
| 3 | AEM | AGNICO EAGLE MINES LTD | $6.6M | 5.77% | 42,369 | 减持 |
| 4 | DLO | DLOCAL LTD | $6.2M | 5.40% | 473,687 | 减持 |
| 5 | CDE | COEUR MNG INC | $5.1M | 4.51% | 315,104 | 减持 |
| 6 | OR | OR ROYALTIES INC. | $4.8M | 4.24% | 152,745 | 减持 |
| 7 | WEAV | WEAVE COMMUNICATIONS INC | $4.5M | 3.98% | 757,302 | 减持 |
| 8 | ESTC | ELASTIC N V | $3.7M | 3.24% | 64,796 | 减持 |
| 9 | FLYW | FLYWIRE CORPORATION | $3.6M | 3.12% | 202,499 | 减持 |
| 10 | XYZ | BLOCK INC | $3.5M | 3.11% | 46,667 | 减持 |
| 11 | EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $3.5M | 3.03% | 596,073 | 减持 |
| 12 | GTLB | GITLAB INC | $3.4M | 3.02% | 112,816 | 减持 |
| 13 | GDX | VANECK ETF TRUST | $3.3M | 2.89% | 43,561 | 增持 |
| 14 | OSCR | OSCAR HEALTH INC | $3.2M | 2.78% | 110,947 | 减持 |
| 15 | ZM | ZOOM COMMUNICATIONS INC | $3.1M | 2.71% | 35,782 | 减持 |
| 16 | AMZN | AMAZON COM INC | $3.1M | 2.69% | 12,846 | 减持 |
| 17 | NOW | SERVICENOW INC | $2.7M | 2.38% | 27,311 | 减持 |
| 18 | VOYG | VOYAGER TECHNOLOGIES INC | $2.3M | 2.03% | 71,598 | 减持 |
| 19 | STIM | NEURONETICS INC | $2.1M | 1.86% | 1.6M | 减持 |
| 20 | DUOL | DUOLINGO INC | $2.0M | 1.75% | 17,307 | 减持 |
| 21 | TEM | TEMPUS AI INC | $2.0M | 1.74% | 34,240 | 新建仓 |
| 22 | DCTH | DELCATH SYS INC | $1.9M | 1.65% | 149,663 | 减持 |
| 23 | PRCT | PROCEPT BIOROBOTICS CORP | $1.8M | 1.55% | 78,422 | 减持 |
| 24 | SLVP | ISHARES INC | $1.8M | 1.55% | 57,167 | 增持 |
| 25 | UFO | PROCURE ETF TRUST II | $1.8M | 1.54% | 34,575 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR