13F HOLDINGS REPORT
Newlands Management Operations LLC
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0000902664-23-001565
Total Value
$3.80B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 9,353,795 | $1.13B | 29.61% |
| 2 | ALPHABET INC | GOOG | 3,579,750 | $315.8M | 8.31% |
| 3 | AMAZON COM INC | AMZN | 3,623,240 | $304.4M | 8.01% |
| 4 | TESLA INC | TSLA | 2,103,480 | $259.1M | 6.82% |
| 5 | MICROSOFT CORP | MSFT | 1,050,322 | $251.9M | 6.63% |
| 6 | WORKDAY INC | WDAY | 1,363,667 | $228.2M | 6.00% |
| 7 | SHOPIFY INC | SHOP | 6,325,050 | $219.5M | 5.77% |
| 8 | NETFLIX INC | NFLX | 670,722 | $197.8M | 5.20% |
| 9 | DOORDASH INC | DASH | 3,619,951 | $176.7M | 4.65% |
| 10 | SNOWFLAKE INC | SNOW | 1,165,588 | $167.3M | 4.40% |
| 11 | JD.COM INC | JDCMF | 2,394,690 | $134.4M | 3.54% |
| 12 | DOCUSIGN INC | DOCU | 2,064,229 | $114.4M | 3.01% |
| 13 | BILL COM HLDGS INC | BILL | 725,601 | $79.1M | 2.08% |
| 14 | SALESFORCE INC | CRM | 500,618 | $66.4M | 1.75% |
| 15 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 658,951 | $44.6M | 1.17% |
| 16 | KRAFT HEINZ CO | KHC | 890,587 | $36.3M | 0.95% |
| 17 | APPLE INC | AAPL | 248,975 | $32.3M | 0.85% |
| 18 | ALIBABA GROUP HLDG LTD | BBAAY | 269,858 | $23.8M | 0.63% |
| 19 | ROBINHOOD MKTS INC | 770700102 | 1,500,143 | $12.2M | 0.32% |
| 20 | ALPHABET INC | GOOG | 90,740 | $8.1M | 0.21% |
| 21 | PAYPAL HLDGS INC | PYPL | 18,750 | $1.3M | 0.04% |
| 22 | MODERNA INC | MRNA | 6,053 | $1.1M | 0.03% |
| 23 | DATADOG INC | DDOG | 12,034 | $884,499 | 0.02% |
| 24 | COINBASE GLOBAL INC | COIN | 13,757 | $486,860 | 0.01% |
| 25 | SPRINKLR INC | CXM | 29,975 | $244,896 | 0.01% |