Newlands Management Operations LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Newlands Management Operations LLC reported 23 stock positions worth $14.8 billion. Its top holding was Meta Platforms Class A (META) at 38.8% of the portfolio, followed by DoorDash Class A (DASH, 8.8%) and Amazon.com (AMZN, 8.5%). Compared with Q4 2024, it sold out of 2 and added to 4. The biggest buy was Meta Platforms Class A (META, shares +0%) and the biggest sale an exit from Bill (BILL).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001908450
- Portfolio Value
- $14.8B (Q1 2025)
- SEC Filing
- 0000902664-25-002349 ↗ filed May 15, 2025
Holdings Value
Holdings 23 stocks · $14.8B
| META Meta Platforms Inc. Class A | 38.76% | 9,920,614 | $5.7B | Add +0.4% |
| DASH DoorDash Inc. Class A | 8.76% | 7,068,299 | $1.3B | Add +0.3% |
| AMZN Amazon.com Inc. | 8.50% | 6,589,070 | $1.3B | No change |
| HOOD Robinhood Markets Inc. Class A | 6.82% | 24,158,860 | $1.0B | No change |
| TSLA Tesla Inc. | 6.62% | 3,766,106 | $976.0M | No change |
| GOOGL Alphabet Inc. Class A | 6.51% | 6,207,074 | $959.9M | No change |
| NFLX Netflix Inc. | 4.24% | 670,722 | $625.5M | No change |
| SHOP Shopify Inc. Class A | 4.09% | 6,325,050 | $603.9M | No change |
| JD Jd.com Inc.-ADR | 3.26% | 11,693,590 | $480.8M | No change |
| ZM Zoom Communications Inc. | 2.89% | 5,785,588 | $426.8M | No change |
| MSFT Microsoft Corp. | 2.67% | 1,050,322 | $394.3M | No change |
| DOCU Docusign Inc. | 2.27% | 4,122,708 | $335.6M | No change |
| WDAY Workday Inc. Class A | 2.16% | 1,363,667 | $318.5M | No change |
| SCHW Schwab (charles) Corp. | 1.70% | 3,196,166 | $250.2M | No change |
| AAPL Apple Inc. | 0.37% | 248,975 | $55.3M | No change |
| BABA Alibaba Group Holding-SP ADR | 0.24% | 269,858 | $35.7M | No change |
| GOOG Alphabet Inc. Class C | 0.10% | 90,740 | $14.2M | No change |
| COIN Coinbase Global Inc. Class A | 0.02% | 13,757 | $2.4M | No change |
| PCOR Procore Technologies Inc. | 0.01% | 19,045 | $1.3M | Add +38.1% |
| BRZE Braze Inc. Class A | 0.01% | 23,294 | $840K | No change |
| PDD PDD Holdings Inc. | 0.00% | 5,438 | $644K | No change |
| GTLB Gitlab Inc. Class A | 0.00% | 11,076 | $521K | No change |
| DDOG Datadog Inc. Class A | 0.00% | 4,982 | $494K | Add +56.8% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
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 |