Newlands Management Operations LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Newlands Management Operations LLC reported 21 stock positions worth $13.8 billion. Its top holding was Meta Platforms Class A (META) at 41.1% of the portfolio, followed by Amazon.com (AMZN, 8.9%) and Alphabet Class A (GOOGL, 7.4%). Compared with Q2 2024, it opened 1 new position and added to 3. The biggest buy was Jd.com Inc.-ADR (JD, shares +29%).

Most Recent 13F
Q2 2026
Location
DALLAS, TX
CIK
0001908450
Portfolio Value
$13.8B (Q3 2024)
SEC Filing
0000902664-24-006547 ↗ filed Nov 14, 2024

Holdings Value

0$5.0B$10.0B$15.0B$20.0B$25.0B Q1 2024: $12.4B Q1 2024 Q2 2024: $12.1B Q2 2024 Q3 2024: $13.8B $13.8B Q3 2024 Q4 2024: $15.9B Q4 2024 Q1 2025: $14.8B Q1 2025 Q2 2025: $18.9B Q2 2025 Q3 2025: $21.1B Q3 2025 Q4 2025: $19.4B Q4 2025 Q1 2026: $15.5B Q1 2026 Q2 2026: $16.6B Q2 2026

Holdings 21 stocks · $13.8B
META Meta Platforms Inc. Class A 41.10% 9,939,195 $5.7B Add +3.4%
AMZN Amazon.com Inc. 8.87% 6,589,070 $1.2B No change
GOOGL Alphabet Inc. Class A 7.44% 6,207,074 $1.0B No change
DASH DoorDash Inc. Class A 7.27% 7,050,680 $1.0B No change
TSLA Tesla Inc. 7.12% 3,766,106 $985.3M No change
HOOD Robinhood Markets Inc. Class A 4.04% 23,885,000 $559.4M Add +13.4%
SHOP Shopify Inc. Class A 3.66% 6,325,050 $506.9M No change
NFLX Netflix Inc. 3.44% 670,722 $475.7M No change
JD Jd.com Inc.-ADR 3.38% 11,693,590 $467.7M Add +29.4%
MSFT Microsoft Corp. 3.26% 1,050,322 $452.0M No change
ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN 2.91% 5,785,588 $403.5M No change
WDAY Workday Inc. Class A 2.41% 1,363,667 $333.3M No change
DOCU Docusign Inc. 1.85% 4,122,708 $256.0M No change
SCHW Schwab (charles) Corp. 1.50% 3,196,166 $207.1M No change
BILL Bill Holdings Inc. 1.00% 2,620,062 $138.2M No change
AAPL Apple Inc. 0.42% 248,975 $58.0M No change
BABA Alibaba Group Holding-SP ADR 0.21% 269,858 $28.6M No change
GOOG Alphabet Inc. Class C 0.11% 90,740 $15.2M No change
COIN Coinbase Global Inc. Class A 0.02% 13,757 $2.5M No change
BRZE Braze Inc. Class A 0.01% 23,294 $753K New
MRNA Moderna Inc. 0.00% 6,053 $405K No change

Portfolio Sells Q2 2024 → Q3 2024
None this quarter.

Portfolio Buys Q2 2024 → Q3 2024
JD Jd.com Inc.-ADR Add +29.4% 3.38% +1.46
META Meta Platforms Inc. Class A Add +3.4% 41.10% +1.20
HOOD Robinhood Markets Inc. Class A Add +13.4% 4.04% +0.10
BRZE Braze Inc. Class A New 0.01% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 16$16.6BMETA, HOOD, GOOGL, TSLA, AMZN
Q1 2026 16$15.5BMETA, GOOGL, HOOD, TSLA, AMZN
Q4 2025 17$19.4BMETA, HOOD, GOOGL, TSLA, DASH
Q3 2025 25$21.1BMETA, HOOD, DASH, TSLA, GOOGL
Q2 2025 25$18.9BMETA, HOOD, DASH, AMZN, TSLA
Q1 2025 23$14.8BMETA, DASH, AMZN, HOOD, TSLA
Q4 2024 25$15.9BMETA, TSLA, AMZN, DASH, GOOGL
Q3 2024 21$13.8BMETA, AMZN, GOOGL, DASH, TSLA
Q2 2024 20$12.1BMETA, AMZN, GOOGL, DASH, TSLA
Q1 2024 30$12.4BMETA, AMZN, DASH, GOOGL, TSLA