Newlands Management Operations LLC
- SEC CIK
- 0001908450
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 25
- +2 vs. Q1 2025
- Portfolio value
- $18.9B
- +$4.19B (+28.4%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 9,920,614 | $7.32B | 38.7% | 00.0% | Unchanged | History |
| HOODRobinhood Markets, Inc. | Stock | 24,158,860 | $2.26B | 11.9% | 00.0% | Unchanged | History |
| DASHDoorDash, Inc. | Stock | 7,068,299 | $1.74B | 9.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 6,589,070 | $1.45B | 7.6% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 3,766,106 | $1.20B | 6.3% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 6,207,074 | $1.09B | 5.8% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 670,722 | $898.2M | 4.7% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 6,325,050 | $729.6M | 3.9% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 1,050,322 | $522.4M | 2.8% | 00.0% | Unchanged | History |
| JDJD.com, Inc. | SPON ADS CL A | 11,693,590 | $381.7M | 2.0% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 1,363,667 | $327.3M | 1.7% | 00.0% | Unchanged | History |
| DOCUDocuSign, Inc. | Stock | 4,122,708 | $321.1M | 1.7% | 00.0% | Unchanged | History |
| ZMZoom Communications, Inc. | Stock | 3,760,588 | $293.3M | 1.5% | −2,025,000−35.0% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 3,196,166 | $291.6M | 1.5% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 248,975 | $51.1M | 0.3% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 269,858 | $30.6M | 0.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 90,740 | $16.1M | 0.1% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 13,757 | $4.82M | <0.1% | 00.0% | Unchanged | History |
| CVNACarvana Co. | CL A | 13,985 | $4.71M | <0.1% | +13,985 | New | History |
| PCORProcore Technologies, Inc. | COM | 19,045 | $1.30M | <0.1% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 6,703 | $900.4K | <0.1% | +1,721+34.5% | Added | History |
| BRZEBraze, Inc. | Stock | 23,294 | $654.6K | <0.1% | 00.0% | Unchanged | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 5,438 | $569.1K | <0.1% | 00.0% | Unchanged | History |
| GTLBGitlab Inc. | CLASS A COM | 11,076 | $499.6K | <0.1% | 00.0% | Unchanged | History |
| TTANServiceTitan, Inc. | SHS CL A | 4,566 | $489.4K | <0.1% | +4,566 | New | History |