13F HOLDINGS REPORT
Newlands Management Operations LLC
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0000902664-23-005472
Total Value
$9.36B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 9,662,753 | $2.90B | 30.99% |
| 2 | TESLA INC | TSLA | 3,766,106 | $942.4M | 10.07% |
| 3 | AMAZON COM INC | AMZN | 6,589,070 | $837.6M | 8.95% |
| 4 | ALPHABET INC | GOOG | 6,207,074 | $812.3M | 8.68% |
| 5 | DOORDASH INC | DASH | 7,050,680 | $560.3M | 5.99% |
| 6 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 5,785,588 | $404.6M | 4.32% |
| 7 | SHOPIFY INC | SHOP | 6,325,050 | $345.2M | 3.69% |
| 8 | MICROSOFT CORP | MSFT | 1,050,322 | $331.6M | 3.54% |
| 9 | WORKDAY INC | WDAY | 1,363,667 | $293.0M | 3.13% |
| 10 | BILL HOLDINGS INC | BILL | 2,620,062 | $284.5M | 3.04% |
| 11 | JD.COM INC | JDCMF | 9,037,190 | $263.3M | 2.81% |
| 12 | NETFLIX INC | NFLX | 670,722 | $253.3M | 2.71% |
| 13 | ROBINHOOD MKTS INC | 770700102 | 21,055,000 | $206.5M | 2.21% |
| 14 | SNOWFLAKE INC | SNOW | 1,292,630 | $197.5M | 2.11% |
| 15 | PDD HOLDINGS INC | PDD | 1,949,040 | $191.1M | 2.04% |
| 16 | SCHWAB CHARLES CORP | SCHW-PJ | 3,196,166 | $175.5M | 1.87% |
| 17 | DOCUSIGN INC | DOCU | 4,122,708 | $173.2M | 1.85% |
| 18 | SALESFORCE INC | CRM | 500,618 | $101.5M | 1.08% |
| 19 | APPLE INC | AAPL | 248,975 | $42.6M | 0.46% |
| 20 | ALIBABA GROUP HLDG LTD | BBAAY | 269,858 | $23.4M | 0.25% |
| 21 | ALPHABET INC | GOOG | 90,740 | $12.0M | 0.13% |
| 22 | DATADOG INC | DDOG | 27,267 | $2.5M | 0.03% |
| 23 | GITLAB INC | GTLB | 34,312 | $1.6M | 0.02% |
| 24 | PROCORE TECHNOLOGIES INC | PCOR | 20,208 | $1.3M | 0.01% |
| 25 | PAYPAL HLDGS INC | PYPL | 18,750 | $1.1M | 0.01% |
| 26 | COINBASE GLOBAL INC | COIN | 13,757 | $1.0M | 0.01% |
| 27 | BRAZE INC | BRZE | 15,837 | $740,063 | 0.01% |
| 28 | MODERNA INC | MRNA | 6,053 | $625,214 | 0.01% |
| 29 | SPRINKLR INC | CXM | 29,975 | $414,854 | 0.00% |