Newlands Management Operations LLC
- SEC CIK
- 0001908450
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 29
- −1 vs. Q2 2023
- Portfolio value
- $9.36B
- −$27.9M (−0.3%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 9,662,753 | $2.90B | 31.0% | +267,958+2.9% | Added | History |
| TSLATesla, Inc. | Stock | 3,766,106 | $942.4M | 10.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 6,589,070 | $837.6M | 8.9% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 6,207,074 | $812.3M | 8.7% | 00.0% | Unchanged | History |
| DASHDoorDash, Inc. | Stock | 7,050,680 | $560.3M | 6.0% | 00.0% | Unchanged | History |
| ZMZoom Communications, Inc. | Stock | 5,785,588 | $404.6M | 4.3% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 6,325,050 | $345.2M | 3.7% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 1,050,322 | $331.6M | 3.5% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 1,363,667 | $293.0M | 3.1% | 00.0% | Unchanged | History |
| BILLBILL Holdings, Inc. | Stock | 2,620,062 | $284.5M | 3.0% | 00.0% | Unchanged | History |
| JDJD.com, Inc. | SPON ADS CL A | 9,037,190 | $263.3M | 2.8% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 670,722 | $253.3M | 2.7% | 00.0% | Unchanged | History |
| HOODRobinhood Markets, Inc. | Stock | 21,055,000 | $206.5M | 2.2% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 1,292,630 | $197.5M | 2.1% | +9,515+0.7% | Added | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 1,949,040 | $191.1M | 2.0% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 3,196,166 | $175.5M | 1.9% | 00.0% | Unchanged | History |
| DOCUDocuSign, Inc. | Stock | 4,122,708 | $173.2M | 1.8% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 500,618 | $101.5M | 1.1% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 248,975 | $42.6M | 0.5% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 269,858 | $23.4M | 0.3% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 90,740 | $12.0M | 0.1% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 27,267 | $2.48M | <0.1% | +6,486+31.2% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 34,312 | $1.55M | <0.1% | +7,918+30.0% | Added | History |
| PCORProcore Technologies, Inc. | COM | 20,208 | $1.32M | <0.1% | +11,316+127.3% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 18,750 | $1.10M | <0.1% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 13,757 | $1.03M | <0.1% | 00.0% | Unchanged | History |
| BRZEBraze, Inc. | Stock | 15,837 | $740.1K | <0.1% | +5,279+50.0% | Added | History |
| MRNAModerna, Inc. | Stock | 6,053 | $625.2K | <0.1% | 00.0% | Unchanged | History |
| CXMSprinklr, Inc. | CL A | 29,975 | $414.9K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2023 (1)
Positions held at the end of Q2 2023 that are gone from this filing.