13F HOLDINGS REPORT
Newlands Management Operations LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000902664-23-003046
Total Value
$5.59B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 9,394,795 | $1.99B | 35.60% |
| 2 | AMAZON COM INC | AMZN | 4,457,640 | $460.4M | 8.23% |
| 3 | ALPHABET INC | GOOG | 4,323,416 | $448.5M | 8.02% |
| 4 | TESLA INC | TSLA | 2,103,480 | $436.4M | 7.80% |
| 5 | SHOPIFY INC | SHOP | 6,325,050 | $303.2M | 5.42% |
| 6 | MICROSOFT CORP | MSFT | 1,050,322 | $302.8M | 5.41% |
| 7 | WORKDAY INC | WDAY | 1,363,667 | $281.7M | 5.04% |
| 8 | NETFLIX INC | NFLX | 670,722 | $231.7M | 4.14% |
| 9 | DOORDASH INC | DASH | 3,619,951 | $230.1M | 4.11% |
| 10 | SNOWFLAKE INC | SNOW | 1,205,438 | $186.0M | 3.33% |
| 11 | DOCUSIGN INC | DOCU | 2,390,134 | $139.3M | 2.49% |
| 12 | JD.COM INC | JDCMF | 2,394,690 | $105.1M | 1.88% |
| 13 | SALESFORCE INC | CRM | 500,618 | $100.0M | 1.79% |
| 14 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 1,305,537 | $96.4M | 1.72% |
| 15 | BILL HOLDINGS INC | BILL | 1,051,874 | $85.3M | 1.53% |
| 16 | ROBINHOOD MKTS INC | 770700102 | 8,026,328 | $77.9M | 1.39% |
| 17 | APPLE INC | AAPL | 248,975 | $41.1M | 0.73% |
| 18 | KRAFT HEINZ CO | KHC | 890,587 | $34.4M | 0.62% |
| 19 | ALIBABA GROUP HLDG LTD | BBAAY | 269,858 | $27.6M | 0.49% |
| 20 | ALPHABET INC | GOOG | 90,740 | $9.4M | 0.17% |
| 21 | PAYPAL HLDGS INC | PYPL | 18,750 | $1.4M | 0.03% |
| 22 | MODERNA INC | MRNA | 6,053 | $929,620 | 0.02% |
| 23 | COINBASE GLOBAL INC | COIN | 13,757 | $929,560 | 0.02% |
| 24 | DATADOG INC | DDOG | 12,034 | $874,390 | 0.02% |
| 25 | SPRINKLR INC | CXM | 29,975 | $388,476 | 0.01% |
| 26 | GITLAB INC | GTLB | 10,557 | $362,000 | 0.01% |