Newlands Management Operations LLC
- SEC CIK
- 0001908450
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 30
- +4 vs. Q1 2023
- Portfolio value
- $9.39B
- +$3.80B (+67.9%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 9,394,795 | $2.70B | 28.7% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 3,766,106 | $985.9M | 10.5% | +1,662,626+79.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 6,589,070 | $859.0M | 9.1% | +2,131,430+47.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 6,207,074 | $743.0M | 7.9% | +1,883,658+43.6% | Added | History |
| DASHDoorDash, Inc. | Stock | 7,050,680 | $538.8M | 5.7% | +3,430,729+94.8% | Added | History |
| SHOPShopify Inc. | Stock | 6,325,050 | $408.6M | 4.4% | 00.0% | Unchanged | History |
| ZMZoom Communications, Inc. | Stock | 5,785,588 | $392.7M | 4.2% | +4,480,051+343.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,050,322 | $357.7M | 3.8% | 00.0% | Unchanged | History |
| JDJD.com, Inc. | SPON ADS CL A | 9,037,190 | $308.4M | 3.3% | +6,642,500+277.4% | Added | History |
| WDAYWorkday, Inc. | CL A | 1,363,667 | $308.0M | 3.3% | 00.0% | Unchanged | History |
| BILLBILL Holdings, Inc. | Stock | 2,620,062 | $306.2M | 3.3% | +1,568,188+149.1% | Added | History |
| NFLXNetflix Inc | Stock | 670,722 | $295.4M | 3.1% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 1,283,115 | $225.8M | 2.4% | +77,677+6.4% | Added | History |
| DOCUDocuSign, Inc. | Stock | 4,122,708 | $210.6M | 2.2% | +1,732,574+72.5% | Added | History |
| HOODRobinhood Markets, Inc. | Stock | 21,055,000 | $210.1M | 2.2% | +13,028,672+162.3% | Added | History |
| SCHWSchwab Charles Corp | Stock | 3,196,166 | $181.2M | 1.9% | +3,196,166 | New | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 1,949,040 | $134.8M | 1.4% | +1,949,040 | New | History |
| CRMSalesforce, Inc. | Stock | 500,618 | $105.8M | 1.1% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 248,975 | $48.3M | 0.5% | 00.0% | Unchanged | History |
| KHCKraft Heinz Co | Stock | 890,587 | $31.6M | 0.3% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 269,858 | $22.5M | 0.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 90,740 | $11.0M | 0.1% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 20,781 | $2.04M | <0.1% | +8,747+72.7% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 26,394 | $1.35M | <0.1% | +15,837+150.0% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 18,750 | $1.25M | <0.1% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 13,757 | $984.3K | <0.1% | 00.0% | Unchanged | History |
| MRNAModerna, Inc. | Stock | 6,053 | $735.4K | <0.1% | 00.0% | Unchanged | History |
| PCORProcore Technologies, Inc. | COM | 8,892 | $578.6K | <0.1% | +8,892 | New | History |
| BRZEBraze, Inc. | Stock | 10,558 | $462.3K | <0.1% | +10,558 | New | History |
| CXMSprinklr, Inc. | CL A | 29,975 | $414.6K | <0.1% | 00.0% | Unchanged | History |