Newlands Management Operations LLC
Newlands Management Operations LLC's Newlands Management Operations LLC holds 16 U.S.-equity positions worth $15.5B (SEC 13F, Q1 2026). Top positions: Meta Platforms, Inc. Class A Common Stock 36.3%, Alphabet Inc. Class A Common Stock 11.6%, Robinhood Markets, Inc. Class A Common Stock 10.8%. 13F-replication return is +122% over 3 years (+50 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| META Meta Platforms, Inc. Class A Common Stock | 36.3% | 9.8M | $5.6B | — | $211.94 | $563.85 (+166%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 11.6% | 6.2M | $1.8B | — | $103.73 | $349.68 (+237%) | 2026-03-31 |
| HOOD Robinhood Markets, Inc. Class A Common Stock | 10.8% | 24.2M | $1.7B | — | $9.71 | $105.71 (+989%) | 2026-03-31 |
| TSLA Tesla, Inc. | 9.1% | 3.8M | $1.4B | — | $207.46 | $405.05 (+95%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 8.9% | 6.6M | $1.4B | — | $103.29 | $232.79 (+125%) | 2026-03-31 |
| DASH DoorDash, Inc. Class A Common Stock | 6.9% | 7.1M | $1.1B | — | $63.56 | $172.08 (+171%) | 2026-03-31 |
| SHOP Shopify Inc. Class A subordinate voting shares | 4.8% | 6.3M | $750M | — | $47.94 | $107.98 (+125%) | 2026-03-31 |
| NFLX NetFlix Inc | 4.2% | 6.7M | $645M | — | $345.48 | $72.88 (−79%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 2.5% | 1.1M | $389M | — | $288.30 | $367.34 (+27%) | 2026-03-31 |
| JD Jd.com Inc | 2.2% | 11.7M | $346M | — | $43.89 | $27.02 (−38%) | 2026-03-31 |
| SCHW The Charles Schwab Corporation | 1.9% | 3.2M | $300M | — | $56.68 | $92.03 (+62%) | 2026-03-31 |
| AAPL Apple Inc. | 0.4% | 249K | $63M | — | $164.90 | $297.01 (+80%) | 2026-03-31 |
| BABA Alibaba Group Hldg Ltd | 0.2% | 270K | $34M | — | $102.18 | $104.97 (+3%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 0.2% | 91K | $26M | — | $104.00 | $348.78 (+235%) | 2026-03-31 |
| COIN Coinbase Global, Inc. Class A Common Stock | 0.0% | 14K | $2M | — | $67.57 | $164.84 (+144%) | 2026-03-31 |
| MRNA Moderna, Inc. Common Stock | 0.0% | 6K | $307K | NEW (+6K) | $153.58 | $59.34 (−61%) | 2026-03-31 |
FAQ ▾
What are Newlands Management Operations LLC's largest holdings?
As of the latest 13F: Meta Platforms, Inc. Class A Common Stock 36.3%, Alphabet Inc. Class A Common Stock 11.6%, Robinhood Markets, Inc. Class A Common Stock 10.8%, Tesla, Inc. 9.1%, Amazon.Com Inc 8.9%.
How big is Newlands Management Operations LLC's 13F portfolio?
$15.5B across 16 disclosed U.S.-equity positions.
What is Newlands Management Operations LLC's 3-year performance?
+122% (13F-replication, price return), +50 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.