Newlands Management Operations LLC
Net seller this quarter
$16.6B
16
-$369M
99.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 META | $5.44B | 32.86% | Not reported | -1.4% | Q4 2022 |
 HOOD | $2.42B | 14.62% | 10.39% | Not reported | Q4 2022 |
 GOOGL | $2.22B | 13.39% | 0.05% | Not reported | Q4 2022 |
 TSLA | $1.58B | 9.56% | 0.10% | Not reported | Q4 2022 |
 AMZN | $1.57B | 9.48% | 0.06% | Not reported | Q4 2022 |
 DASH | $1.3B | 7.87% | Not reported | Not reported | Q4 2022 |
 SHOP | $722M | 4.36% | 1.61% | Not reported | Q4 2022 |
 NFLX | $479M | 2.89% | 0.16% | Not reported | Q4 2022 |
 MSFT | $392M | 2.36% | 0.01% | Not reported | Q4 2022 |
 JD | $298M | 1.80% | 0.80% | Not reported | Q4 2022 |
 AAPL | $72M | 0.43% | 0.00% | Not reported | Q4 2022 |
| GOOG | $32.1M | 0.19% | Not reported | Not reported | Q4 2022 |
 BABA | $25.9M | 0.16% | 0.01% | Not reported | Q4 2022 |
 COIN | $2.01M | 0.01% | 0.01% | Not reported | Q4 2022 |
 CHYM | $663K | 0.00% | 0.05% | New | Q2 2026 |
 MRNA | $424K | 0.00% | 0.00% | Not reported | Q4 2022 |
| Q1 2026 | |||||
| META | $5.61B | 36.27% | Not reported | Not reported | Q4 2022 |
| GOOGL | $1.78B | 11.55% | 0.05% | Not reported | Q4 2022 |
| HOOD | $1.67B | 10.83% | 10.39% | Not reported | Q4 2022 |
| TSLA | $1.4B | 9.06% | 0.10% | Not reported | Q4 2022 |
| AMZN | $1.37B | 8.88% | 0.06% | Not reported | Q4 2022 |
| DASH | $1.06B | 6.87% | Not reported | Not reported | Q4 2022 |
| SHOP | $750M | 4.85% | 1.61% | Not reported | Q4 2022 |
| NFLX | $645M | 4.17% | 0.16% | Not reported | Q4 2022 |
| MSFT | $389M | 2.52% | 0.01% | Not reported | Q4 2022 |
| JD | $346M | 2.24% | 0.80% | Not reported | Q4 2022 |
 SCHW | $300M | 1.94% | 0.18% | Not reported | Q2 2023 |
| AAPL | $63.2M | 0.41% | 0.00% | Not reported | Q4 2022 |
| BABA | $33.9M | 0.22% | 0.01% | Not reported | Q4 2022 |
| GOOG | $26M | 0.17% | Not reported | Not reported | Q4 2022 |
| COIN | $2.4M | 0.02% | 0.01% | Not reported | Q4 2022 |
| MRNA | $307K | 0.00% | 0.00% | Not reported | Q4 2022 |
| Q4 2025 | |||||
| META | $6.47B | 33.34% | Not reported | -1.2% | Q4 2022 |
| HOOD | $2.73B | 14.08% | 10.39% | Not reported | Q4 2022 |
| GOOGL | $1.94B | 10.01% | 0.05% | Not reported | Q4 2022 |
| TSLA | $1.69B | 8.73% | 0.10% | Not reported | Q4 2022 |
| DASH | $1.6B | 8.25% | Not reported | Not reported | Q4 2022 |
| AMZN | $1.52B | 7.84% | 0.06% | Not reported | Q4 2022 |
| SHOP | $1.02B | 5.25% | 1.61% | Not reported | Q4 2022 |
| NFLX | $629M | 3.24% | 0.16% | Not reported | Q4 2022 |
| MSFT | $508M | 2.62% | 0.01% | Not reported | Q4 2022 |
| JD | $336M | 1.73% | 0.80% | Not reported | Q4 2022 |
| SCHW | $319M | 1.65% | 0.18% | Not reported | Q2 2023 |
 WDAY | $293M | 1.51% | 0.62% | Not reported | Q4 2022 |
 DOCU | $200M | 1.03% | 1.46% | -29.1% | Q4 2022 |
| AAPL | $67.7M | 0.35% | 0.00% | Not reported | Q4 2022 |
| BABA | $39.6M | 0.20% | 0.00% | Not reported | Q4 2022 |
| GOOG | $28.5M | 0.15% | Not reported | Not reported | Q4 2022 |
| COIN | $3.11M | 0.02% | 0.01% | Not reported | Q4 2022 |
| Q3 2025 | |||||
| META | $7.29B | 34.56% | Not reported | Not reported | Q4 2022 |
| HOOD | $3.46B | 16.41% | 10.39% | Not reported | Q4 2022 |
| DASH | $1.92B | 9.12% | Not reported | Not reported | Q4 2022 |
| TSLA | $1.67B | 7.94% | 0.11% | Not reported | Q4 2022 |
| GOOGL | $1.51B | 7.16% | 0.05% | Not reported | Q4 2022 |
| AMZN | $1.45B | 6.86% | 0.06% | Not reported | Q4 2022 |
| SHOP | $940M | 4.46% | 1.61% | Not reported | Q4 2022 |
| NFLX | $804M | 3.81% | 0.16% | Not reported | Q4 2022 |
| MSFT | $544M | 2.58% | 0.01% | Not reported | Q4 2022 |
| JD | $409M | 1.94% | 0.80% | Not reported | Q4 2022 |
| WDAY | $328M | 1.56% | 0.62% | Not reported | Q4 2022 |
| SCHW | $305M | 1.45% | 0.18% | Not reported | Q2 2023 |
| DOCU | $297M | 1.41% | 2.05% | Not reported | Q4 2022 |
| AAPL | $63.4M | 0.30% | 0.00% | Not reported | Q4 2022 |
| BABA | $48.2M | 0.23% | 0.00% | Not reported | Q4 2022 |
| GOOG | $22.1M | 0.10% | Not reported | Not reported | Q4 2022 |
 FRSH | $5.41M | 0.03% | 0.30% | New | Q3 2025 |
 CVNA | $5.28M | 0.03% | Not reported | Not reported | Q2 2025 |
| COIN | $4.64M | 0.02% | 0.01% | Not reported | Q4 2022 |
 PDD | $1.59M | 0.01% | 0.00% | +121.6% | Q2 2023 |
 PCOR | $1.39M | 0.01% | 0.01% | Not reported | Q2 2023 |
 TTAN | $1.11M | 0.01% | 0.03% | +141.2% | Q2 2025 |
 DDOG | $955K | 0.00% | 0.01% | Not reported | Q4 2022 |
 GTLB | $776K | 0.00% | Not reported | +55.4% | Q1 2023 |
 BRZE | $662K | 0.00% | 0.11% | Not reported | Q2 2023 |