Newlands Management Operations LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Newlands Management Operations LLC reported 20 stock positions worth $12.1 billion. Its top holding was Meta Platforms Class A (META) at 39.9% of the portfolio, followed by Amazon.com (AMZN, 10.5%) and Alphabet Class A (GOOGL, 9.3%). Compared with Q1 2024, it sold out of 10 and reduced 1. The biggest sale was an exit from PDD (PDD).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001908450
- Portfolio Value
- $12.1B (Q2 2024)
- SEC Filing
- 0000902664-24-005127 ↗ filed Aug 14, 2024
Holdings Value
Holdings 20 stocks · $12.1B
| META Meta Platforms Inc. Class A | 39.90% | 9,612,153 | $4.8B | Reduce -0.2% |
| AMZN Amazon.com Inc. | 10.48% | 6,589,070 | $1.3B | No change |
| GOOGL Alphabet Inc. Class A | 9.31% | 6,207,074 | $1.1B | No change |
| DASH DoorDash Inc. Class A | 6.31% | 7,050,680 | $767.0M | No change |
| TSLA Tesla Inc. | 6.13% | 3,766,106 | $745.2M | No change |
| HOOD Robinhood Markets Inc. Class A | 3.94% | 21,055,000 | $478.2M | No change |
| MSFT Microsoft Corp. | 3.86% | 1,050,322 | $469.4M | No change |
| NFLX Netflix Inc. | 3.73% | 670,722 | $452.7M | No change |
| SHOP Shopify Inc. Class A | 3.44% | 6,325,050 | $417.8M | No change |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 2.82% | 5,785,588 | $342.4M | No change |
| WDAY Workday Inc. Class A | 2.51% | 1,363,667 | $304.9M | No change |
| SCHW Schwab (charles) Corp. | 1.94% | 3,196,166 | $235.5M | No change |
| JD Jd.com Inc.-ADR | 1.92% | 9,037,190 | $233.5M | No change |
| DOCU Docusign Inc. | 1.82% | 4,122,708 | $220.6M | No change |
| BILL Bill Holdings Inc. | 1.13% | 2,620,062 | $137.9M | No change |
| AAPL Apple Inc. | 0.43% | 248,975 | $52.4M | No change |
| BABA Alibaba Group Holding-SP ADR | 0.16% | 269,858 | $19.4M | No change |
| GOOG Alphabet Inc. Class C | 0.14% | 90,740 | $16.6M | No change |
| COIN Coinbase Global Inc. Class A | 0.03% | 13,757 | $3.1M | No change |
| MRNA Moderna Inc. | 0.01% | 6,053 | $719K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| PDD PDD Holdings Inc. | Sold out | 0.00% | −1.83 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −1.79 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.03 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −0.02 |
| U Unity Software Inc. | Sold out | 0.00% | −0.02 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −0.02 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.01 |
| BRZE Braze Inc. Class A | Sold out | 0.00% | −0.01 |
| OWL Blue Owl Capital Inc. | Sold out | 0.00% | −0.00 |
| CXM Sprinklr Inc. Class A | Sold out | 0.00% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -0.2% | 39.90% | +2.16 |
Portfolio Buys Q1 2024 → Q2 2024
| None this quarter. | |||
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 |