Newlands Management Operations LLC 13F Holdings

CIK 0001908450 · DALLAS, TX

As of Sep 30, 2025, Newlands Management Operations LLC reported 25 positions worth $21.1B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
META PLATFORMS INCMETACommunication Services9,920,614$7.3B34.56%
ROBINHOOD MARKETS INC - AHOODEquity24,158,860$3.5B16.41%
DOORDASH INCDASHCommunication Services7,068,299 .9B9.12%
TESLA INCTSLAConsumer Cyclical3,766,106 .7B7.94%
ALPHABET INCGOOGLEquity6,207,074 .5B7.16%
AMAZON.COM INCAMZNEquity6,589,070 .4B6.86%
SHOPIFY INCSHOPTechnology6,325,050$940.0M4.46%
NETFLIX INCNFLXCommunication Services670,722$804.1M3.81%
MICROSOFT CORPMSFTTechnology1,050,322$544.0M2.58%
JDCOM INCJDConsumer Cyclical11,693,590$409.0M1.94%
WORKDAY INCWDAYTechnology1,363,667$328.3M1.56%
SCHWAB CHARLES CORPSCHWEquity3,196,166$305.1M1.45%
DOCUSIGN INCDOCUTechnology4,122,708$297.2M1.41%
APPLE INCAAPLTechnology248,975$63.4M0.30%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical269,858$48.2M0.23%
ALPHABET INCGOOGEquity90,740$22.1M0.10%
FRESHWORKS INCFRSHTechnology459,619$5.4M0.03%
CARVANA COCVNAConsumer Cyclical13,985$5.3M0.03%
COINBASE GLOBAL INCCOINFinancial Services13,757$4.6M0.02%
PDD HOLDINGS INCPDDConsumer Cyclical12,050 .6M0.01%
PROCORE TECHNOLOGIES INCPCORTechnology19,045 .4M0.01%
SERVICETITAN INCTTANTechnology11,013 .1M0.01%
DATADOG INCDDOGTechnology6,703$954.5K0.00%
GITLAB INCGTLBTechnology17,214$776.0K0.00%
BRAZE INCBRZETechnology23,294$662.5K0.00%