Newlands Management Operations LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Newlands Management Operations LLC reported 16 stock positions worth $16.6 billion. Its top holding was Meta Platforms Class A (META) at 32.9% of the portfolio, followed by Robinhood Markets Class A (HOOD, 14.6%) and Alphabet Class A (GOOGL, 13.4%). Compared with Q1 2026, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in Chime Financial Class A (CHYM) and the biggest sale Meta Platforms Class A (META, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001908450
- Portfolio Value
- $16.6B (Q2 2026)
- SEC Filing
- 0000902664-26-003458 ↗ filed Aug 14, 2026
Holdings Value
Holdings 16 stocks · $16.6B
| META Meta Platforms Inc. Class A | 32.86% | 9,664,414 | $5.4B | Reduce -1.4% |
| HOOD Robinhood Markets Inc. Class A | 14.62% | 24,158,860 | $2.4B | No change |
| GOOGL Alphabet Inc. Class A | 13.39% | 6,207,074 | $2.2B | No change |
| TSLA Tesla Inc. | 9.56% | 3,766,106 | $1.6B | No change |
| AMZN Amazon.com Inc. | 9.48% | 6,589,070 | $1.6B | No change |
| DASH DoorDash Inc. Class A | 7.87% | 7,068,299 | $1.3B | No change |
| SHOP Shopify Inc. Class A | 4.36% | 6,325,050 | $722.2M | No change |
| NFLX Netflix Inc. | 2.89% | 6,707,220 | $478.9M | No change |
| MSFT Microsoft Corp. | 2.36% | 1,050,322 | $391.8M | No change |
| JD Jd.com Inc.-ADR | 1.80% | 11,693,590 | $298.0M | No change |
| AAPL Apple Inc. | 0.43% | 248,975 | $72.0M | No change |
| GOOG Alphabet Inc. Class C | 0.19% | 90,740 | $32.1M | No change |
| BABA Alibaba Group Holding-SP ADR | 0.16% | 269,858 | $25.9M | No change |
| COIN Coinbase Global Inc. Class A | 0.01% | 13,757 | $2.0M | No change |
| CHYM Chime Financial Inc. Class A | 0.00% | 32,376 | $663K | New |
| MRNA Moderna Inc. | 0.00% | 6,053 | $424K | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| CHYM Chime Financial Inc. Class A | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 16 | $16.6B | META, HOOD, GOOGL, TSLA, AMZN |
| Q1 2026 | 16 | $15.5B | META, GOOGL, HOOD, TSLA, AMZN |
| Q4 2025 | 17 | $19.4B | META, HOOD, GOOGL, TSLA, DASH |
| Q3 2025 | 25 | $21.1B | META, HOOD, DASH, TSLA, GOOGL |
| Q2 2025 | 25 | $18.9B | META, HOOD, DASH, AMZN, TSLA |
| Q1 2025 | 23 | $14.8B | META, DASH, AMZN, HOOD, TSLA |
| Q4 2024 | 25 | $15.9B | META, TSLA, AMZN, DASH, GOOGL |
| Q3 2024 | 21 | $13.8B | META, AMZN, GOOGL, DASH, TSLA |
| Q2 2024 | 20 | $12.1B | META, AMZN, GOOGL, DASH, TSLA |
| Q1 2024 | 30 | $12.4B | META, AMZN, DASH, GOOGL, TSLA |