Newlands Management Operations LLC
- SEC CIK
- 0001908450
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 29
- 0 vs. Q3 2023
- Portfolio value
- $10.9B
- +$1.54B (+16.4%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 9,602,653 | $3.40B | 31.2% | −60,100−0.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 6,589,070 | $1.00B | 9.2% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 3,766,106 | $935.8M | 8.6% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 6,207,074 | $867.1M | 8.0% | 00.0% | Unchanged | History |
| DASHDoorDash, Inc. | Stock | 7,050,680 | $697.2M | 6.4% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 6,325,050 | $492.7M | 4.5% | 00.0% | Unchanged | History |
| ZMZoom Communications, Inc. | Stock | 5,785,588 | $416.0M | 3.8% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 1,050,322 | $395.0M | 3.6% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 1,363,667 | $376.5M | 3.5% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 670,722 | $326.6M | 3.0% | 00.0% | Unchanged | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 1,949,040 | $285.2M | 2.6% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 1,371,698 | $273.0M | 2.5% | +79,068+6.1% | Added | History |
| HOODRobinhood Markets, Inc. | Stock | 21,055,000 | $268.2M | 2.5% | 00.0% | Unchanged | History |
| JDJD.com, Inc. | SPON ADS CL A | 9,037,190 | $261.1M | 2.4% | 00.0% | Unchanged | History |
| DOCUDocuSign, Inc. | Stock | 4,122,708 | $245.1M | 2.2% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 3,196,166 | $219.9M | 2.0% | 00.0% | Unchanged | History |
| BILLBILL Holdings, Inc. | Stock | 2,620,062 | $213.8M | 2.0% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 500,618 | $131.7M | 1.2% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 248,975 | $47.9M | 0.4% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 269,858 | $20.9M | 0.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 90,740 | $12.8M | 0.1% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 28,960 | $3.52M | <0.1% | +1,693+6.2% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 42,231 | $2.66M | <0.1% | +7,919+23.1% | Added | History |
| COINCoinbase Global, Inc. | COM CL A | 13,757 | $2.39M | <0.1% | 00.0% | Unchanged | History |
| PCORProcore Technologies, Inc. | COM | 24,451 | $1.69M | <0.1% | +4,243+21.0% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 18,750 | $1.15M | <0.1% | 00.0% | Unchanged | History |
| BRZEBraze, Inc. | Stock | 21,116 | $1.12M | <0.1% | +5,279+33.3% | Added | History |
| MRNAModerna, Inc. | Stock | 6,053 | $602.0K | <0.1% | 00.0% | Unchanged | History |
| CXMSprinklr, Inc. | CL A | 29,975 | $360.9K | <0.1% | 00.0% | Unchanged | History |