Hamilton Lane Advisors LLC holds a concentrated book of 14 reported positions worth $148.6M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter Cerebras Systems Inc - A first appears in 13F filings, a listing rather than a purchase; they opened Navan Inc-CL A and trimmed Granite Ridge Resources Inc. Their largest long position is Cerebras Systems Inc - A at 35% of the reported non-option book. Cloning the disclosed picks since 2024 would be +13% (+7.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +47.6%, a 34.5-point gap that is the cost of the ~13-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Hamilton Lane Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~13 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
75% mapped to company sectors
+2 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Hamilton Lane Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Cosmic Management, LLC | 2 / 14 | $204.0M |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 2 / 14 | $135.4M |
| Crosslink Capital Inc | 2 / 14 | $565.1M |
| Legal Advantage Investments, Inc. | 2 / 14 | $70.0M |
| Flight Deck Capital, LP | 2 / 14 | $20.3M |
| Spyglass Capital Management LLC | 2 / 14 | $169.8M |
| Lunate Capital Ltd | 2 / 14 | $17.6M |
| Renaissance Capital LLC | 3 / 14 | $15.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Hamilton Lane Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Cerebras Systems Inc. COM | $52.7M | 238.3K | 35.4% | →Listed Newly reportable | |
| 2 | Blue Owl Capital Corporation COM | $37.0M | 3.41M | 24.9% | —Held | |
| 3 | Granite Ridge Resources, Inc. COM | $29.8M | 6.76M | 20.1% | ▼−8.5% Reduced · −625K sh | |
| 4 | Toast, Inc. COM | $11.1M | 400.5K | 7.5% | —Held | |
| 5 | IonQ, Inc. COM | $10.4M | 195.0K | 7.0% | —Held | |
| 6 | Chime Financial, Inc. COM | $2.6M | 129.1K | 1.8% | —Held | |
| 7 | Samsara Inc. COM | $2.6M | 81.1K | 1.8% | —Held | |
| 8 | Coursera, Inc. COM | $984K | 174.4K | 0.7% | —Held | |
| 9 | Navan, Inc. COM | $381K | 16.7K | 0.3% | ▲New New position | |
| 10 | Evolv Technologies Holdings COM | $329K | 56.8K | 0.2% | —Held | |
| 11 | 374Water, Inc. COM | $304K | 160.2K | 0.2% | —Held | |
| 12 | Medline Inc. COM | $226K | 5.7K | 0.2% | ▲New New position | |
| 13 | Alector, Inc. COM | $29K | 14.4K | <0.1% | —Held | |
| 14 | Humacyte, Inc. COM | $17K | 21.9K | <0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1573767/holdings"
Use Arkolith to show HAMILTON LANE ADVISORS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 13d | 14 | $148.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 8d | 20 | $140.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 20d | 26 | $181.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 7d | 20 | $173.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 2, 2025 | 2d | 14 | $135.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 10d | 14 | $116.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 14d | 17 | $103.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 44d | 16 | $115.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.