Fifth Lane Capital, LP
Austin, TX
$2m in 5 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 98.0% of the portfolio this quarter.
Value
$2m
Stocks
5
Top 10 share
100.0%
Turnover
98.0%
What changed this quarter
New
Bought for the first time this quarter.
- Perma FIX Environmental ServicesPESI15.8% of the fund
- ASPAC III AcquisitionASPC13.5% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- C1 FundCFND54.8% of the fund-11%
Sold out
Sold their entire stake.
- Renatus Tactical Acquisition Corp IRTAC-100%
- Onestream-100%
- Cantor Equity Partners VCEPV-100%
- Hologic-100%
- Cantor Equity Partners II IN-100%
- New Amer Acquisition INWAX-U-100%
- Electronic ArtsEA-100%
- Arcellx-100%
- FutureCrest AcquisitionFCRS-100%
- Listed FDS TRMAGS-100%
- New America Acquisition INWAX-100%
- Futurecrest AcquisitionFCRS-U-100%
- UnitedHealth GroupUNH-100%
- Abivax SAABVX-100%
- Core ScientificCORZ-100%
- NvidiaNVDA-100%
- Vistance NetworksVISN-100%
- Nektar TherapeuticsNKTR-100%
- Advanced Micro DevicesAMD-100%
- OracleORCL-100%
- Taiwan Semiconductor ManufacturingTSM-100%
- USA TodayTDAY-100%
- Apartment Investment & ManagementAIV-100%
- TeslaTSLA-100%
- Calavo Growers-100%
Holdings
- C1 FundCFND
- Share
- 54.8%
- Value
- $892,905
- Shares
- 294,688
-11%
- Sbny 5.0 31 DEC 2049 A - PFD
- Share
- 13.5%
- Value
- $219,767
- Shares
- 95,551
Held
- ASPAC III AcquisitionASPC
- Share
- 13.5%
- Value
- $219,567
- Shares
- 20,368
New
- Brdtla 7.625 31 DEC 2049 A - PFD
- Share
- 2.5%
- Value
- $41,299
- Shares
- 786,652
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| C1 FundCFND | 54.8% | $892,905 | 294,688 | -11% |
| Perma FIX Environmental ServicesPESI | 15.8% | $257,220 | 18,000 | New |
| Sbny 5.0 31 DEC 2049 A - PFD | 13.5% | $219,767 | 95,551 | Held |
| ASPAC III AcquisitionASPC | 13.5% | $219,567 | 20,368 | New |
| Brdtla 7.625 31 DEC 2049 A - PFD | 2.5% | $41,299 | 786,652 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 98.0% since 30 June 2025.
Where the money is
Utilities15.8%
Financial services13.5%
Other70.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.