Newlands Management Operations LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Newlands Management Operations LLC reported 30 stock positions worth $12.4 billion. Its top holding was Meta Platforms Class A (META) at 37.7% of the portfolio, followed by Amazon.com (AMZN, 9.6%) and DoorDash Class A (DASH, 7.8%). Compared with Q4 2023, it opened 2 new positions, sold out of 1 and added to 6. The biggest buy was Meta Platforms Class A (META, shares +0%) and the biggest sale an exit from Salesforce (CRM).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001908450
- Portfolio Value
- $12.4B (Q1 2024)
- SEC Filing
- 0000902664-24-003593 ↗ filed May 15, 2024
Holdings Value
Holdings 30 stocks · $12.4B
| META Meta Platforms Inc. Class A | 37.74% | 9,633,653 | $4.7B | Add +0.3% |
| AMZN Amazon.com Inc. | 9.59% | 6,589,070 | $1.2B | No change |
| DASH DoorDash Inc. Class A | 7.83% | 7,050,680 | $971.0M | No change |
| GOOGL Alphabet Inc. Class A | 7.56% | 6,207,074 | $936.8M | No change |
| TSLA Tesla Inc. | 5.34% | 3,766,106 | $662.0M | No change |
| SHOP Shopify Inc. Class A | 3.94% | 6,325,050 | $488.1M | No change |
| MSFT Microsoft Corp. | 3.56% | 1,050,322 | $441.9M | No change |
| HOOD Robinhood Markets Inc. Class A | 3.42% | 21,055,000 | $423.8M | No change |
| NFLX Netflix Inc. | 3.29% | 670,722 | $407.3M | No change |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 3.05% | 5,785,588 | $378.2M | No change |
| WDAY Workday Inc. Class A | 3.00% | 1,363,667 | $371.9M | No change |
| JD Jd.com Inc.-ADR | 2.00% | 9,037,190 | $247.5M | No change |
| DOCU Docusign Inc. | 1.98% | 4,122,708 | $245.5M | No change |
| SCHW Schwab (charles) Corp. | 1.87% | 3,196,166 | $231.2M | No change |
| PDD PDD Holdings Inc. | 1.83% | 1,955,653 | $227.3M | Add +0.3% |
| SNOW Snowflake Inc. | 1.79% | 1,373,510 | $222.0M | Add +0.1% |
| BILL Bill Holdings Inc. | 1.45% | 2,620,062 | $180.1M | No change |
| AAPL Apple Inc. | 0.34% | 248,975 | $42.7M | No change |
| BABA Alibaba Group Holding-SP ADR | 0.16% | 269,858 | $19.5M | No change |
| GOOG Alphabet Inc. Class C | 0.11% | 90,740 | $13.8M | No change |
| DDOG Datadog Inc. Class A | 0.03% | 30,460 | $3.8M | Add +5.2% |
| COIN Coinbase Global Inc. Class A | 0.03% | 13,757 | $3.6M | No change |
| GTLB Gitlab Inc. Class A | 0.02% | 48,397 | $2.8M | Add +14.6% |
| U Unity Software Inc. | 0.02% | 95,790 | $2.6M | New |
| PCOR Procore Technologies Inc. | 0.02% | 28,163 | $2.3M | Add +15.2% |
| PYPL PayPal Holdings Inc. | 0.01% | 18,750 | $1.3M | No change |
| BRZE Braze Inc. Class A | 0.01% | 21,116 | $935K | No change |
| MRNA Moderna Inc. | 0.01% | 6,053 | $645K | No change |
| OWL Blue Owl Capital Inc. | 0.00% | 28,029 | $529K | New |
| CXM Sprinklr Inc. Class A | 0.00% | 29,975 | $368K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| CRM Salesforce Inc. | Sold out | 0.00% | −1.21 |
Portfolio Buys Q4 2023 → Q1 2024
| META Meta Platforms Inc. Class A | Add +0.3% | 37.74% | +6.55 |
| U Unity Software Inc. | New | 0.02% | +0.02 |
| OWL Blue Owl Capital Inc. | New | 0.00% | +0.00 |
| PCOR Procore Technologies Inc. | Add +15.2% | 0.02% | +0.00 |
| GTLB Gitlab Inc. Class A | Add +14.6% | 0.02% | −0.00 |
| DDOG Datadog Inc. Class A | Add +5.2% | 0.03% | −0.00 |
| SNOW Snowflake Inc. | Add +0.1% | 1.79% | −0.71 |
| PDD PDD Holdings Inc. | Add +0.3% | 1.83% | −0.78 |
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 |