13F HOLDINGS REPORT
Newlands Management Operations LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000902664-25-003588
Total Value
$18.94B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 9,920,614 | $7.32B | 38.66% |
| 2 | ROBINHOOD MKTS INC | 770700102 | 24,158,860 | $2.26B | 11.94% |
| 3 | DOORDASH INC | DASH | 7,068,299 | $1.74B | 9.20% |
| 4 | AMAZON COM INC | AMZN | 6,589,070 | $1.45B | 7.63% |
| 5 | TESLA INC | TSLA | 3,766,106 | $1.20B | 6.32% |
| 6 | ALPHABET INC | GOOG | 6,207,074 | $1.09B | 5.78% |
| 7 | NETFLIX INC | NFLX | 670,722 | $898.2M | 4.74% |
| 8 | SHOPIFY INC | SHOP | 6,325,050 | $729.6M | 3.85% |
| 9 | MICROSOFT CORP | MSFT | 1,050,322 | $522.4M | 2.76% |
| 10 | JD.COM INC | JDCMF | 11,693,590 | $381.7M | 2.02% |
| 11 | WORKDAY INC | WDAY | 1,363,667 | $327.3M | 1.73% |
| 12 | DOCUSIGN INC | DOCU | 4,122,708 | $321.1M | 1.70% |
| 13 | ZOOM COMMUNICATIONS INC | ZM | 3,760,588 | $293.3M | 1.55% |
| 14 | SCHWAB CHARLES CORP | SCHW-PJ | 3,196,166 | $291.6M | 1.54% |
| 15 | APPLE INC | AAPL | 248,975 | $51.1M | 0.27% |
| 16 | ALIBABA GROUP HLDG LTD | BBAAY | 269,858 | $30.6M | 0.16% |
| 17 | ALPHABET INC | GOOG | 90,740 | $16.1M | 0.08% |
| 18 | COINBASE GLOBAL INC | COIN | 13,757 | $4.8M | 0.03% |
| 19 | CARVANA CO | CVNA | 13,985 | $4.7M | 0.02% |
| 20 | PROCORE TECHNOLOGIES INC | PCOR | 19,045 | $1.3M | 0.01% |
| 21 | DATADOG INC | DDOG | 6,703 | $900,414 | 0.00% |
| 22 | BRAZE INC | BRZE | 23,294 | $654,561 | 0.00% |
| 23 | PDD HOLDINGS INC | PDD | 5,438 | $569,141 | 0.00% |
| 24 | GITLAB INC | GTLB | 11,076 | $499,638 | 0.00% |
| 25 | SERVICETITAN INC | TTAN | 4,566 | $489,384 | 0.00% |