HAMILTON LANE ADVISORS LLC

CIK: 0001573767SEC EDGAR →

Portfolio Value

$181.5M

Holdings

26

As of

Q4 2025

New Positions

11

Closed Positions

5

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Blue Owl Capital Corporation

3,406,230$42.3M
23.32%
2

Granite Ridge Resources, Inc.

7,869,323$37.0M
20.37%
3

Nu Holdings Ltd.

1,413,049$23.7M
13.03%
4

WaterBridge Infrastructure LLC

1,000,000$20.0M
11.02%
5

Toast, Inc.

444,091$15.8M
8.69%
6

Rubrik, Inc.

141,329$10.8M
5.95%
7

IonQ, Inc.

195,000$8.7M
4.82%
8

Chime Financial, Inc.

129,102$3.2M
1.79%
9

Pagaya Technologies, Ltd.

154,224$3.2M
1.78%
10

Samsara Inc.

81,133$2.9M
1.58%

Quarterly Changes

Top Buys

TOSTNEW
$15.8M
RBRKNEW
$10.8M
NU↑ Increased
$5.6M
CHYMNEW
$3.2M
ABNBNEW
$2.7M

Top Sells

SCWOCLOSED
$464.9M
PGY↓ Decreased
$8.9M
IONQ↓ Decreased
$7.2M
IOT↓ Decreased
$3.4M
HIMS↓ Decreased
$1.1M

New Positions (11)

$15.8M · 444K shares
$10.8M · 141K shares
$3.2M · 129K shares
$2.7M · 20K shares
$1.6M · 11K shares
$1.6M · 59K shares
$1.2M · 9K shares
$457K · 12K shares
$337K · 4K shares
$326K · 160K shares
$65K · 11K shares

Closed Positions (5)

$464.9M · 1.6M shares
$766K · 16K shares
$606K · 51K shares
$513K · 10K shares
$43K · 14K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services5$70.5M38.9%
Energy2$57.0M31.4%
Technology10$45.4M25.0%
Healthcare5$3.9M2.1%
Consumer Cyclical1$2.7M1.5%
Consumer Defensive1$1.3M0.7%
Industrials2$732K0.4%