Newlands Management Operations LLC
Form 13F · CIK 1908450. Holdings on 30 Jun 2026, as filed with the SEC on 14 Aug 2026, each set beside the March 2026 quarter. The 13F on the SEC's site.
Newlands Management Operations LLC reported 16 positions worth $16.6B for the June 2026 quarter, on a Form 13F filed 14 Aug 2026; the largest holding was Meta Platforms, Inc., at 32.9% of the fund.
What it bought and sold
The largest moves since the March 2026 quarter, by the dollars that moved: 1 opened, 0 added, 1 trimmed, 1 sold out.
New position: 1
| Company | Value | Change in shares |
|---|---|---|
| Chime Financial, Inc. (CHYM) | $663.1K | +32,376 |
Trimmed: 1
| Company | Value | Change in shares |
|---|---|---|
| Meta Platforms, Inc. (META) | $5.4B | -133,000 |
Sold out: 1
| Company | Value a quarter before | Change in shares |
|---|---|---|
| Charles Schwab Corp. (SCHW) | $300.4M | -3,196,166 |
Largest holdings
Every holding, by value.
| Company | Value | Of the fund | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| Meta Platforms, Inc. (META) | $5.4B | 32.86% | 9,664,414 | -133,000 | Trimmed |
| Robinhood Markets, Inc. (HOOD) | $2.4B | 14.62% | 24,158,860 | 0 | Held |
| Alphabet Inc. (GOOGL) | $2.2B | 13.39% | 6,207,074 | 0 | Held |
| Tesla, Inc. (TSLA) | $1.6B | 9.56% | 3,766,106 | 0 | Held |
| Amazon.com Inc. (AMZN) | $1.6B | 9.48% | 6,589,070 | 0 | Held |
| DoorDash, Inc. (DASH) | $1.3B | 7.87% | 7,068,299 | 0 | Held |
| Shopify Inc. (SHOP) | $722.2M | 4.36% | 6,325,050 | 0 | Held |
| Netflix Inc. (NFLX) | $478.9M | 2.89% | 6,707,220 | 0 | Held |
| Microsoft Corp. (MSFT) | $391.8M | 2.37% | 1,050,322 | 0 | Held |
| JD.com, Inc. (JD) | $298.0M | 1.80% | 11,693,590 | 0 | Held |
| Apple Inc. (AAPL) | $72.0M | 0.43% | 248,975 | 0 | Held |
| Alphabet Inc. (GOOG) | $32.1M | 0.19% | 90,740 | 0 | Held |
| Alibaba Group Holding Limited (BABA) | $25.9M | 0.16% | 269,858 | 0 | Held |
| Coinbase Global, Inc. (COIN) | $2.0M | 0.01% | 13,757 | 0 | Held |
| Chime Financial, Inc. (CHYM) | $663.1K | 0.00% | 32,376 | +32,376 | New position |
| Moderna, Inc. (MRNA) | $423.9K | 0.00% | 6,053 | 0 | Held |
Every quarter it filed
What the fund reported and how many positions it held, each quarter since September 2024.
| Quarter | Reported value | Positions |
|---|---|---|
| June 2026 quarter | $16.6B | 16 |
| March 2026 quarter | $15.5B | 16 |
| December 2025 quarter | $19.4B | 17 |
| September 2025 quarter | $21.1B | 25 |
| June 2025 quarter | $18.9B | 25 |
| March 2025 quarter | $14.8B | 23 |
| December 2024 quarter | $15.9B | 25 |
| September 2024 quarter | $13.8B | 21 |