Town Lane Management LP
NEW YORK, NY
$112m in 3 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 24.6% of the portfolio this quarter.
Value
$112m
Stocks
3
Top 10 share
100.0%
Turnover
24.6%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Alexandria Real Estate EquitiesARE59.0% of the fund+44%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Alexandria Real Estate EquitiesARE | 59.0% | $66m | 1,250,000 | +44% |
| Vivmark ResidentialVMRK | 25.6% | $29m | 422,900 | Held |
| Camden Property TrustCPT | 15.4% | $17m | 150,700 | Held |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 6.3% since 31 December 2025.
Where the money is
Real estate100.0%
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.