Hamilton Lane Advisors LLC
Hamilton Lane Advisors LLC reported 19 US-listed holdings worth $179.3 million in its 13F for the quarter ended 30 September 2026, filed 21 October 2026. Its largest: Granite Ridge Resources Inc. (22.0%), X Energy Inc. (22.0%) and Blue Owl Capital Corporation (20.0%). Against the quarter before, it opened 11 positions, added to 2, trimmed 2 and sold out of 6.
The 14 largest of its 19 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +17.8% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 11
- X Energy Inc. XE$39.4 million
- Karman Holdings Inc. KRMN$14.2 million
- Veeva Systems Inc. VEEV$3.6 million
- Hinge Health Inc. HNGE$2.9 million
- Figma Inc. FIG$2.4 million
- CrowdStrike Holdings, Inc. CRWD$1.9 million
- Unity Software Inc. U$1.7 million
- Oscar Health Inc. Class A OSCR$662,135
and 3 more in the table below
Added to 2
- Granite Ridge Resources Inc. GRNT+2.3 million shares · +34%
- Blue Owl Capital Corporation OBDC+6,141 shares · +0%
Trimmed 2
- Cerebras Systems Inc. Com Class A CBRS-112,185 shares · -47%
- Toast, Inc. TOST-266,326 shares · -67%
Sold out of 6
- Chime Finl Inc CHYM$2.6 million last quarter
- Samsara Inc. IOT$2.6 million last quarter
- Navan Inc. NAVN$380,808 last quarter
- Evolv Technologies Hldngs in EVLV$329,388 last quarter
- Medline Inc. MDLN$226,464 last quarter
- Alector Inc. ALEC$28,944 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Granite Ridge Resources Inc. GRNT | 9.1M | $39.4 million | 21.99% | +2.3M |
| X Energy Inc. XE | 2.8M | $39.4 million | 21.96% | new |
| Blue Owl Capital Corporation OBDC | 3.4M | $35.8 million | 19.97% | +6.1K |
| Cerebras Systems Inc. Com Class A CBRS | 126.1K | $22.4 million | 12.50% | -112.2K |
| Karman Holdings Inc. KRMN | 439.3K | $14.2 million | 7.94% | new |
| Ionq Inc. Com IONQ | 195.0K | $8.6 million | 4.77% | no change |
| Toast, Inc. TOST | 134.2K | $3.9 million | 2.17% | -266.3K |
| Veeva Systems Inc. VEEV | 12.5K | $3.6 million | 1.99% | new |
| Hinge Health Inc. HNGE | 30.3K | $2.9 million | 1.64% | new |
| Figma Inc. FIG | 115.0K | $2.4 million | 1.35% | new |
| CrowdStrike Holdings, Inc. CRWD | 7.3K | $1.9 million | 1.08% | new |
| Unity Software Inc. U | 41.6K | $1.7 million | 0.95% | new |
| Coursera Inc. COUR | 174.4K | $865,203 | 0.48% | no change |
| Oscar Health Inc. Class A OSCR | 21.5K | $662,135 | 0.37% | new |
| Caris Life Sciences Inc. CAI | 16.3K | $497,829 | 0.28% | new |
| 374WATER Inc. SCWO | 160.2K | $464,661 | 0.26% | no change |
| Goodrx Hldgs Inc. GDRX | 121.7K | $400,521 | 0.22% | new |
| Erasca Inc. ERAS | 10.1K | $148,491 | 0.08% | new |
| Humacyte Inc. HUMA | 21.9K | $11,334 | 0.01% | no change |