Newlands Management Operations LLC
- SEC CIK
- 0001908450
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 16
- 0 vs. Q1 2026
- Portfolio value
- $16.6B
- +$1.11B (+7.2%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 9,664,414 | $5.44B | 32.9% | −133,000−1.4% | Reduced | History |
| HOODRobinhood Markets, Inc. | Stock | 24,158,860 | $2.42B | 14.6% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 6,207,074 | $2.22B | 13.4% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 3,766,106 | $1.58B | 9.6% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 6,589,070 | $1.57B | 9.5% | 00.0% | Unchanged | History |
| DASHDoorDash, Inc. | Stock | 7,068,299 | $1.30B | 7.9% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 6,325,050 | $722.2M | 4.4% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 6,707,220 | $478.9M | 2.9% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 1,050,322 | $391.8M | 2.4% | 00.0% | Unchanged | History |
| JDJD.com, Inc. | SPON ADS CL A | 11,693,590 | $298.0M | 1.8% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 248,975 | $72.0M | 0.4% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 90,740 | $32.1M | 0.2% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 269,858 | $25.9M | 0.2% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 13,757 | $2.01M | <0.1% | 00.0% | Unchanged | History |
| CHYMChime Financial, Inc. | COM SHS CL A | 32,376 | $663.1K | <0.1% | +32,376 | New | History |
| MRNAModerna, Inc. | Stock | 6,053 | $423.9K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.