13F HOLDINGS REPORT
Newlands Management Operations LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000902664-25-002349
Total Value
$14.75B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 9,920,614 | $5.72B | 38.76% |
| 2 | DOORDASH INC | DASH | 7,068,299 | $1.29B | 8.76% |
| 3 | AMAZON COM INC | AMZN | 6,589,070 | $1.25B | 8.50% |
| 4 | ROBINHOOD MKTS INC | 770700102 | 24,158,860 | $1.01B | 6.82% |
| 5 | TESLA INC | TSLA | 3,766,106 | $976.0M | 6.62% |
| 6 | ALPHABET INC | GOOG | 6,207,074 | $959.9M | 6.51% |
| 7 | NETFLIX INC | NFLX | 670,722 | $625.5M | 4.24% |
| 8 | SHOPIFY INC | SHOP | 6,325,050 | $603.9M | 4.09% |
| 9 | JD.COM INC | JDCMF | 11,693,590 | $480.8M | 3.26% |
| 10 | ZOOM COMMUNICATIONS INC | ZM | 5,785,588 | $426.8M | 2.89% |
| 11 | MICROSOFT CORP | MSFT | 1,050,322 | $394.3M | 2.67% |
| 12 | DOCUSIGN INC | DOCU | 4,122,708 | $335.6M | 2.27% |
| 13 | WORKDAY INC | WDAY | 1,363,667 | $318.5M | 2.16% |
| 14 | SCHWAB CHARLES CORP | SCHW-PJ | 3,196,166 | $250.2M | 1.70% |
| 15 | APPLE INC | AAPL | 248,975 | $55.3M | 0.37% |
| 16 | ALIBABA GROUP HLDG LTD | BBAAY | 269,858 | $35.7M | 0.24% |
| 17 | ALPHABET INC | GOOG | 90,740 | $14.2M | 0.10% |
| 18 | COINBASE GLOBAL INC | COIN | 13,757 | $2.4M | 0.02% |
| 19 | PROCORE TECHNOLOGIES INC | PCOR | 19,045 | $1.3M | 0.01% |
| 20 | BRAZE INC | BRZE | 23,294 | $840,448 | 0.01% |
| 21 | PDD HOLDINGS INC | PDD | 5,438 | $643,587 | 0.00% |
| 22 | GITLAB INC | GTLB | 11,076 | $520,572 | 0.00% |
| 23 | DATADOG INC | DDOG | 4,982 | $494,264 | 0.00% |