13F HOLDINGS REPORT
Newlands Management Operations LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000902664-25-000980
Total Value
$15.89B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 9,884,614 | $5.79B | 36.41% |
| 2 | TESLA INC | TSLA | 3,766,106 | $1.52B | 9.57% |
| 3 | AMAZON COM INC | AMZN | 6,589,070 | $1.45B | 9.10% |
| 4 | DOORDASH INC | DASH | 7,050,680 | $1.18B | 7.44% |
| 5 | ALPHABET INC | GOOG | 6,207,074 | $1.17B | 7.39% |
| 6 | ROBINHOOD MKTS INC | 770700102 | 24,158,860 | $900.2M | 5.66% |
| 7 | SHOPIFY INC | SHOP | 6,325,050 | $672.5M | 4.23% |
| 8 | NETFLIX INC | NFLX | 670,722 | $597.8M | 3.76% |
| 9 | ZOOM COMMUNICATIONS INC | ZM | 5,785,588 | $472.2M | 2.97% |
| 10 | MICROSOFT CORP | MSFT | 1,050,322 | $442.7M | 2.79% |
| 11 | JD.COM INC | JDCMF | 11,693,590 | $405.4M | 2.55% |
| 12 | DOCUSIGN INC | DOCU | 4,122,708 | $370.8M | 2.33% |
| 13 | WORKDAY INC | WDAY | 1,363,667 | $351.9M | 2.21% |
| 14 | SCHWAB CHARLES CORP | SCHW-PJ | 3,196,166 | $236.5M | 1.49% |
| 15 | BILL HOLDINGS INC | BILL | 2,620,062 | $221.9M | 1.40% |
| 16 | APPLE INC | AAPL | 248,975 | $62.3M | 0.39% |
| 17 | ALIBABA GROUP HLDG LTD | BBAAY | 269,858 | $22.9M | 0.14% |
| 18 | ALPHABET INC | GOOG | 90,740 | $17.3M | 0.11% |
| 19 | COINBASE GLOBAL INC | COIN | 13,757 | $3.4M | 0.02% |
| 20 | PROCORE TECHNOLOGIES INC | PCOR | 13,788 | $1.0M | 0.01% |
| 21 | BRAZE INC | BRZE | 23,294 | $975,553 | 0.01% |
| 22 | GITLAB INC | GTLB | 11,076 | $624,133 | 0.00% |
| 23 | PDD HOLDINGS INC | PDD | 5,438 | $527,432 | 0.00% |
| 24 | DATADOG INC | DDOG | 3,178 | $454,104 | 0.00% |
| 25 | MODERNA INC | MRNA | 6,053 | $251,684 | 0.00% |