Newlands Management Operations LLC
- SEC CIK
- 0001908450
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 17
- −8 vs. Q3 2025
- Portfolio value
- $19.4B
- −$1.68B (−8.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 9,797,414 | $6.47B | 33.3% | −123,200−1.2% | Reduced | History |
| HOODRobinhood Markets, Inc. | Stock | 24,158,860 | $2.73B | 14.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 6,207,074 | $1.94B | 10.0% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 3,766,106 | $1.69B | 8.7% | 00.0% | Unchanged | History |
| DASHDoorDash, Inc. | Stock | 7,068,299 | $1.60B | 8.3% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 6,589,070 | $1.52B | 7.8% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 6,325,050 | $1.02B | 5.2% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 6,707,220 | $628.9M | 3.2% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| MSFTMicrosoft Corp | Stock | 1,050,322 | $508.0M | 2.6% | 00.0% | Unchanged | History |
| JDJD.com, Inc. | SPON ADS CL A | 11,693,590 | $335.6M | 1.7% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 3,196,166 | $319.3M | 1.6% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 1,363,667 | $292.9M | 1.5% | 00.0% | Unchanged | History |
| DOCUDocuSign, Inc. | Stock | 2,922,708 | $199.9M | 1.0% | −1,200,000−29.1% | Reduced | History |
| AAPLApple Inc. | Stock | 248,975 | $67.7M | 0.3% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 269,858 | $39.6M | 0.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 90,740 | $28.5M | 0.1% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 13,757 | $3.11M | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (8)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| FRSHFreshworks Inc. | Stock | 459,619 | $5.41M | <0.1% | History |
| CVNACarvana Co. | CL A | 13,985 | $5.28M | <0.1% | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 12,050 | $1.59M | <0.1% | History |
| PCORProcore Technologies, Inc. | COM | 19,045 | $1.39M | <0.1% | History |
| TTANServiceTitan, Inc. | SHS CL A | 11,013 | $1.11M | <0.1% | History |
| DDOGDatadog, Inc. | CL A COM | 6,703 | $954.5K | <0.1% | History |
| GTLBGitlab Inc. | CLASS A COM | 17,214 | $776.0K | <0.1% | History |
| BRZEBraze, Inc. | Stock | 23,294 | $662.5K | <0.1% | History |