Newlands Management Operations LLC
- SEC CIK
- 0001908450
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 20
- −10 vs. Q1 2024
- Portfolio value
- $12.1B
- −$248.2M (−2.0%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 9,612,153 | $4.85B | 39.9% | −21,500−0.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 6,589,070 | $1.27B | 10.5% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 6,207,074 | $1.13B | 9.3% | 00.0% | Unchanged | History |
| DASHDoorDash, Inc. | Stock | 7,050,680 | $767.0M | 6.3% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 3,766,106 | $745.2M | 6.1% | 00.0% | Unchanged | History |
| HOODRobinhood Markets, Inc. | Stock | 21,055,000 | $478.2M | 3.9% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 1,050,322 | $469.4M | 3.9% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 670,722 | $452.7M | 3.7% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 6,325,050 | $417.8M | 3.4% | 00.0% | Unchanged | History |
| ZMZoom Communications, Inc. | Stock | 5,785,588 | $342.4M | 2.8% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 1,363,667 | $304.9M | 2.5% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 3,196,166 | $235.5M | 1.9% | 00.0% | Unchanged | History |
| JDJD.com, Inc. | SPON ADS CL A | 9,037,190 | $233.5M | 1.9% | 00.0% | Unchanged | History |
| DOCUDocuSign, Inc. | Stock | 4,122,708 | $220.6M | 1.8% | 00.0% | Unchanged | History |
| BILLBILL Holdings, Inc. | Stock | 2,620,062 | $137.9M | 1.1% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 248,975 | $52.4M | 0.4% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 269,858 | $19.4M | 0.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 90,740 | $16.6M | 0.1% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 13,757 | $3.06M | <0.1% | 00.0% | Unchanged | History |
| MRNAModerna, Inc. | Stock | 6,053 | $718.8K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2024 (10)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| PDDPDD Holdings Inc. | SPONSORED ADS | 1,955,653 | $227.3M | 1.8% | History |
| SNOWSnowflake Inc. | Stock | 1,373,510 | $222.0M | 1.8% | History |
| DDOGDatadog, Inc. | CL A COM | 30,460 | $3.76M | <0.1% | History |
| GTLBGitlab Inc. | CLASS A COM | 48,397 | $2.82M | <0.1% | History |
| UUnity Software Inc. | COM | 95,790 | $2.56M | <0.1% | History |
| PCORProcore Technologies, Inc. | COM | 28,163 | $2.31M | <0.1% | History |
| PYPLPayPal Holdings, Inc. | Stock | 18,750 | $1.26M | <0.1% | History |
| BRZEBraze, Inc. | Stock | 21,116 | $935.4K | <0.1% | History |
| OWLBlue Owl Capital Inc. | COM CL A | 28,029 | $528.6K | <0.1% | History |
| CXMSprinklr, Inc. | CL A | 29,975 | $367.8K | <0.1% | History |