Newlands Management Operations LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Newlands Management Operations LLC reported 25 stock positions worth $18.9 billion. Its top holding was Meta Platforms Class A (META) at 38.7% of the portfolio, followed by Robinhood Markets Class A (HOOD, 11.9%) and DoorDash Class A (DASH, 9.2%). Compared with Q1 2025, it opened 2 new positions, added to 1 and reduced 1. The biggest buy was a new position in Carvana (CVNA) and the biggest sale Zoom Communications (ZM, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001908450
- Portfolio Value
- $18.9B (Q2 2025)
- SEC Filing
- 0000902664-25-003588 ↗ filed Aug 14, 2025
Holdings Value
Holdings 25 stocks · $18.9B
| META Meta Platforms Inc. Class A | 38.66% | 9,920,614 | $7.3B | No change |
| HOOD Robinhood Markets Inc. Class A | 11.94% | 24,158,860 | $2.3B | No change |
| DASH DoorDash Inc. Class A | 9.20% | 7,068,299 | $1.7B | No change |
| AMZN Amazon.com Inc. | 7.63% | 6,589,070 | $1.4B | No change |
| TSLA Tesla Inc. | 6.32% | 3,766,106 | $1.2B | No change |
| GOOGL Alphabet Inc. Class A | 5.78% | 6,207,074 | $1.1B | No change |
| NFLX Netflix Inc. | 4.74% | 670,722 | $898.2M | No change |
| SHOP Shopify Inc. Class A | 3.85% | 6,325,050 | $729.6M | No change |
| MSFT Microsoft Corp. | 2.76% | 1,050,322 | $522.4M | No change |
| JD Jd.com Inc.-ADR | 2.02% | 11,693,590 | $381.7M | No change |
| WDAY Workday Inc. Class A | 1.73% | 1,363,667 | $327.3M | No change |
| DOCU Docusign Inc. | 1.70% | 4,122,708 | $321.1M | No change |
| ZM Zoom Communications Inc. | 1.55% | 3,760,588 | $293.3M | Reduce -35.0% |
| SCHW Schwab (charles) Corp. | 1.54% | 3,196,166 | $291.6M | No change |
| AAPL Apple Inc. | 0.27% | 248,975 | $51.1M | No change |
| BABA Alibaba Group Holding-SP ADR | 0.16% | 269,858 | $30.6M | No change |
| GOOG Alphabet Inc. Class C | 0.09% | 90,740 | $16.1M | No change |
| COIN Coinbase Global Inc. Class A | 0.03% | 13,757 | $4.8M | No change |
| CVNA Carvana Co. | 0.02% | 13,985 | $4.7M | New |
| PCOR Procore Technologies Inc. | 0.01% | 19,045 | $1.3M | No change |
| DDOG Datadog Inc. Class A | 0.00% | 6,703 | $900K | Add +34.5% |
| BRZE Braze Inc. Class A | 0.00% | 23,294 | $655K | No change |
| PDD PDD Holdings Inc. | 0.00% | 5,438 | $569K | No change |
| GTLB Gitlab Inc. Class A | 0.00% | 11,076 | $500K | No change |
| TTAN Servicetitan Inc. Class A | 0.00% | 4,566 | $489K | New |
Portfolio Sells Q1 2025 → Q2 2025
| ZM Zoom Communications Inc. | Reduce -35.0% | 1.55% | −1.34 |
Portfolio Buys Q1 2025 → Q2 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 |