FIFTH LANE CAPITAL, LP

Q4 2025 13F-HR Holdings

Location
Austin, TX
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
118
Total value ($000)
$131,932
Net value change ($000)
+32,404 (32.6%)
New positions
43
Sold out positions
65
Turnover %
101.6%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NWAX 4,429 NEW
RNAM 4,400 NEW
CEPF 3,797 372.6%
BRK-B 2,513 NEW
FCRS 2,485 NEW
BDCI 2,284 NEW
HOLX 2,219 1098.5%
CWAN 1,327 NEW
PMTR 1,285 NEW
ORCL 1,169 NEW
Top Reduces (Value $000, Stocks/ETFs)
CFND -4,841 -100.0%
PCAP -3,428 -100.0%
CANTOR EQUITY PARTNERS III I -3,236 -100.0%
FCRS -2,997 -100.0%
MBAV -2,950 -100.0%
WENN -2,695 -100.0%
Columbus Circle Capital Corp. I -2,551 -100.0%
BDCI -2,525 -100.0%
RDAG -1,946 -100.0%
LOKV -1,821 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 47,093 (35.7% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type