Newlands Management Operations LLC — 13F Holdings & Portfolio
CIK 1908450 · latest 13F-HR filed 2026-08-14
Newlands Management Operations LLC manages $16.57B in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are META (32.86%), HOOD (14.62%), GOOGL (13.39%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 1, added to 8, and trimmed 4.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
DALLAS, TX 75201
$16.57B
Long-equity book
16
Distinct positions
2026-06-30
Filed 2026-08-14
+1 / −1 / ↑8 / ↓4
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ROBINHOOD MKTS INC$748.4M +44.7%
- ALPHABET INC$433.3M +24.3%
- DOORDASH INC$243.0M +22.9%
- AMAZON COM INC$198.1M +14.4%
- TESLA INC$184.0M +13.1%
Top Trims
- NETFLIX INC-$166.0M -25.7%
- JD.COM INC-$47.8M -13.8%
- ALIBABA GROUP HLDG LTD-$8.0M -23.5%
- COINBASE GLOBAL INC-$391.0K -16.3%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 30303M102 | $5.44B | 32.86% | 9,664,414 | SH |
| 2 | ROBINHOOD MKTS INC | HOOD | 770700102 | $2.42B | 14.62% | 24,158,860 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $2.22B | 13.39% | 6,207,074 | SH |
| 4 | TESLA INC | TSLA | 88160R101 | $1.58B | 9.56% | 3,766,106 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $1.57B | 9.48% | 6,589,070 | SH |
| 6 | DOORDASH INC | DASH | 25809K105 | $1.30B | 7.87% | 7,068,299 | SH |
| 7 | SHOPIFY INC | SHOP | 82509L107 | $722.2M | 4.36% | 6,325,050 | SH |
| 8 | NETFLIX INC | NFLX | 64110L106 | $478.9M | 2.89% | 6,707,220 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $391.8M | 2.36% | 1,050,322 | SH |
| 10 | JD.COM INC | JD | 47215P106 | $298.0M | 1.80% | 11,693,590 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $72.0M | 0.43% | 248,975 | SH |
| 12 | ALPHABET INC | GOOG | 02079K107 | $32.1M | 0.19% | 90,740 | SH |
| 13 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $25.9M | 0.16% | 269,858 | SH |
| 14 | COINBASE GLOBAL INC | COIN | 19260Q107 | $2.0M | 0.01% | 13,757 | SH |
| 15 | CHIME FINL INC | CHYM | 16935C109 | $663.1K | 0.00% | 32,376 | SH |
| 16 | MODERNA INC | MRNA | 60770K107 | $423.9K | 0.00% | 6,053 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $16.57B | 16 | 0000902664-26-003458 |
| 2026-03-31 | 2026-05-15 | $15.45B | 16 | 0000902664-26-002459 |
| 2025-12-31 | 2026-02-17 | $19.40B | 17 | 0000902664-26-001023 |
| 2025-09-30 | 2025-11-14 | $21.08B | 25 | 0000902664-25-004933 |