Newlands Management Operations LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Newlands Management Operations LLC reported 25 stock positions worth $15.9 billion. Its top holding was Meta Platforms Class A (META) at 36.4% of the portfolio, followed by Tesla (TSLA, 9.6%) and Amazon.com (AMZN, 9.1%). Compared with Q3 2024, it opened 4 new positions, added to 1 and reduced 1. The biggest buy was Robinhood Markets Class A (HOOD, shares +1%) and the biggest sale Meta Platforms Class A (META, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001908450
- Portfolio Value
- $15.9B (Q4 2024)
- SEC Filing
- 0000902664-25-000980 ↗ filed Feb 14, 2025
Holdings Value
Holdings 25 stocks · $15.9B
| META Meta Platforms Inc. Class A | 36.41% | 9,884,614 | $5.8B | Reduce -0.6% |
| TSLA Tesla Inc. | 9.57% | 3,766,106 | $1.5B | No change |
| AMZN Amazon.com Inc. | 9.10% | 6,589,070 | $1.4B | No change |
| DASH DoorDash Inc. Class A | 7.44% | 7,050,680 | $1.2B | No change |
| GOOGL Alphabet Inc. Class A | 7.39% | 6,207,074 | $1.2B | No change |
| HOOD Robinhood Markets Inc. Class A | 5.66% | 24,158,860 | $900.2M | Add +1.1% |
| SHOP Shopify Inc. Class A | 4.23% | 6,325,050 | $672.5M | No change |
| NFLX Netflix Inc. | 3.76% | 670,722 | $597.8M | No change |
| ZM Zoom Communications Inc. | 2.97% | 5,785,588 | $472.2M | No change |
| MSFT Microsoft Corp. | 2.79% | 1,050,322 | $442.7M | No change |
| JD Jd.com Inc.-ADR | 2.55% | 11,693,590 | $405.4M | No change |
| DOCU Docusign Inc. | 2.33% | 4,122,708 | $370.8M | No change |
| WDAY Workday Inc. Class A | 2.21% | 1,363,667 | $351.9M | No change |
| SCHW Schwab (charles) Corp. | 1.49% | 3,196,166 | $236.5M | No change |
| BILL Bill Holdings Inc. | 1.40% | 2,620,062 | $221.9M | No change |
| AAPL Apple Inc. | 0.39% | 248,975 | $62.3M | No change |
| BABA Alibaba Group Holding-SP ADR | 0.14% | 269,858 | $22.9M | No change |
| GOOG Alphabet Inc. Class C | 0.11% | 90,740 | $17.3M | No change |
| COIN Coinbase Global Inc. Class A | 0.02% | 13,757 | $3.4M | No change |
| PCOR Procore Technologies Inc. | 0.01% | 13,788 | $1.0M | New |
| BRZE Braze Inc. Class A | 0.01% | 23,294 | $976K | No change |
| GTLB Gitlab Inc. Class A | 0.00% | 11,076 | $624K | New |
| PDD PDD Holdings Inc. | 0.00% | 5,438 | $527K | New |
| DDOG Datadog Inc. Class A | 0.00% | 3,178 | $454K | New |
| MRNA Moderna Inc. | 0.00% | 6,053 | $252K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| META Meta Platforms Inc. Class A | Reduce -0.6% | 36.41% | −4.68 |
Portfolio Buys Q3 2024 → Q4 2024
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 |