13F HOLDINGS REPORT
Newlands Management Operations LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000902664-25-004933
Total Value
$21.08B
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 | $7.29B | 34.56% |
| 2 | ROBINHOOD MKTS INC | 770700102 | 24,158,860 | $3.46B | 16.41% |
| 3 | DOORDASH INC | DASH | 7,068,299 | $1.92B | 9.12% |
| 4 | TESLA INC | TSLA | 3,766,106 | $1.67B | 7.94% |
| 5 | ALPHABET INC | GOOG | 6,207,074 | $1.51B | 7.16% |
| 6 | AMAZON COM INC | AMZN | 6,589,070 | $1.45B | 6.86% |
| 7 | SHOPIFY INC | SHOP | 6,325,050 | $940.0M | 4.46% |
| 8 | NETFLIX INC | NFLX | 670,722 | $804.1M | 3.81% |
| 9 | MICROSOFT CORP | MSFT | 1,050,322 | $544.0M | 2.58% |
| 10 | JD.COM INC | JDCMF | 11,693,590 | $409.0M | 1.94% |
| 11 | WORKDAY INC | WDAY | 1,363,667 | $328.3M | 1.56% |
| 12 | SCHWAB CHARLES CORP | SCHW-PJ | 3,196,166 | $305.1M | 1.45% |
| 13 | DOCUSIGN INC | DOCU | 4,122,708 | $297.2M | 1.41% |
| 14 | APPLE INC | AAPL | 248,975 | $63.4M | 0.30% |
| 15 | ALIBABA GROUP HLDG LTD | BBAAY | 269,858 | $48.2M | 0.23% |
| 16 | ALPHABET INC | GOOG | 90,740 | $22.1M | 0.10% |
| 17 | FRESHWORKS INC | FRSH | 459,619 | $5.4M | 0.03% |
| 18 | CARVANA CO | CVNA | 13,985 | $5.3M | 0.03% |
| 19 | COINBASE GLOBAL INC | COIN | 13,757 | $4.6M | 0.02% |
| 20 | PDD HOLDINGS INC | PDD | 12,050 | $1.6M | 0.01% |
| 21 | PROCORE TECHNOLOGIES INC | PCOR | 19,045 | $1.4M | 0.01% |
| 22 | SERVICETITAN INC | TTAN | 11,013 | $1.1M | 0.01% |
| 23 | DATADOG INC | DDOG | 6,703 | $954,507 | 0.00% |
| 24 | GITLAB INC | GTLB | 17,214 | $776,007 | 0.00% |
| 25 | BRAZE INC | BRZE | 23,294 | $662,481 | 0.00% |