Newlands Management Operations LLC
- SEC CIK
- 0001908450
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 25
- 0 vs. Q2 2025
- Portfolio value
- $21.1B
- +$2.14B (+11.3%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 9,920,614 | $7.29B | 34.6% | 00.0% | Unchanged | History |
| HOODRobinhood Markets, Inc. | Stock | 24,158,860 | $3.46B | 16.4% | 00.0% | Unchanged | History |
| DASHDoorDash, Inc. | Stock | 7,068,299 | $1.92B | 9.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 3,766,106 | $1.67B | 7.9% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 6,207,074 | $1.51B | 7.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 6,589,070 | $1.45B | 6.9% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 6,325,050 | $940.0M | 4.5% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 670,722 | $804.1M | 3.8% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 1,050,322 | $544.0M | 2.6% | 00.0% | Unchanged | History |
| JDJD.com, Inc. | SPON ADS CL A | 11,693,590 | $409.0M | 1.9% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 1,363,667 | $328.3M | 1.6% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 3,196,166 | $305.1M | 1.4% | 00.0% | Unchanged | History |
| DOCUDocuSign, Inc. | Stock | 4,122,708 | $297.2M | 1.4% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 248,975 | $63.4M | 0.3% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 269,858 | $48.2M | 0.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 90,740 | $22.1M | 0.1% | 00.0% | Unchanged | History |
| FRSHFreshworks Inc. | Stock | 459,619 | $5.41M | <0.1% | +459,619 | New | History |
| CVNACarvana Co. | CL A | 13,985 | $5.28M | <0.1% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 13,757 | $4.64M | <0.1% | 00.0% | Unchanged | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 12,050 | $1.59M | <0.1% | +6,612+121.6% | Added | History |
| PCORProcore Technologies, Inc. | COM | 19,045 | $1.39M | <0.1% | 00.0% | Unchanged | History |
| TTANServiceTitan, Inc. | SHS CL A | 11,013 | $1.11M | <0.1% | +6,447+141.2% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 6,703 | $954.5K | <0.1% | 00.0% | Unchanged | History |
| GTLBGitlab Inc. | CLASS A COM | 17,214 | $776.0K | <0.1% | +6,138+55.4% | Added | History |
| BRZEBraze, Inc. | Stock | 23,294 | $662.5K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.