Newlands Management Operations LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Newlands Management Operations LLC reported 25 stock positions worth $21.1 billion. Its top holding was Meta Platforms Class A (META) at 34.6% of the portfolio, followed by Robinhood Markets Class A (HOOD, 16.4%) and DoorDash Class A (DASH, 9.1%). Compared with Q2 2025, it opened 1 new position, sold out of 1 and added to 3. The biggest buy was a new position in Freshworks Class A (FRSH) and the biggest sale an exit from Zoom Communications (ZM).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001908450
- Portfolio Value
- $21.1B (Q3 2025)
- SEC Filing
- 0000902664-25-004933 ↗ filed Nov 14, 2025
Holdings Value
Holdings 25 stocks · $21.1B
| META Meta Platforms Inc. Class A | 34.56% | 9,920,614 | $7.3B | No change |
| HOOD Robinhood Markets Inc. Class A | 16.41% | 24,158,860 | $3.5B | No change |
| DASH DoorDash Inc. Class A | 9.12% | 7,068,299 | $1.9B | No change |
| TSLA Tesla Inc. | 7.94% | 3,766,106 | $1.7B | No change |
| GOOGL Alphabet Inc. Class A | 7.16% | 6,207,074 | $1.5B | No change |
| AMZN Amazon.com Inc. | 6.86% | 6,589,070 | $1.4B | No change |
| SHOP Shopify Inc. Class A | 4.46% | 6,325,050 | $940.0M | No change |
| NFLX Netflix Inc. | 3.81% | 670,722 | $804.1M | No change |
| MSFT Microsoft Corp. | 2.58% | 1,050,322 | $544.0M | No change |
| JD Jd.com Inc.-ADR | 1.94% | 11,693,590 | $409.0M | No change |
| WDAY Workday Inc. Class A | 1.56% | 1,363,667 | $328.3M | No change |
| SCHW Schwab (charles) Corp. | 1.45% | 3,196,166 | $305.1M | No change |
| DOCU Docusign Inc. | 1.41% | 4,122,708 | $297.2M | No change |
| AAPL Apple Inc. | 0.30% | 248,975 | $63.4M | No change |
| BABA Alibaba Group Holding-SP ADR | 0.23% | 269,858 | $48.2M | No change |
| GOOG Alphabet Inc. Class C | 0.10% | 90,740 | $22.1M | No change |
| FRSH Freshworks Inc. Class A | 0.03% | 459,619 | $5.4M | New |
| CVNA Carvana Co. | 0.03% | 13,985 | $5.3M | No change |
| COIN Coinbase Global Inc. Class A | 0.02% | 13,757 | $4.6M | No change |
| PDD PDD Holdings Inc. | 0.01% | 12,050 | $1.6M | Add +121.6% |
| PCOR Procore Technologies Inc. | 0.01% | 19,045 | $1.4M | No change |
| TTAN Servicetitan Inc. Class A | 0.01% | 11,013 | $1.1M | Add +141.2% |
| DDOG Datadog Inc. Class A | 0.00% | 6,703 | $955K | No change |
| GTLB Gitlab Inc. Class A | 0.00% | 17,214 | $776K | Add +55.4% |
| BRZE Braze Inc. Class A | 0.00% | 23,294 | $662K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| ZM Zoom Communications Inc. | Sold out | 0.00% | −1.55 |
Portfolio Buys Q2 2025 → Q3 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 |