Newlands Management Operations LLC Long-Term Concentrated

Name: Newlands Management Operations LLC Q4 2025 13F Filing | 13F Explorer
Creator: Newlands Management Operations LLC
Published: 2026-02-17

Location: Dallas, TX

CIK: 0001908450 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $19.4B (100.0% shares, 0.0% debt)

Holdings (17)

META META PLATFORMS INC 33.3%

Value $6.467B Shares 9,797,414 Est. Cost $134.52 Unrealized +396.1%

HOOD ROBINHOOD MKTS INC 14.1%

Value $2.732B Shares 24,158,860 Est. Cost $11.05 Unrealized +1077.5%

GOOGL ALPHABET INC 10.0%

Value $1.943B Shares 6,207,074 Est. Cost $100.47 Unrealized +184.3%

TSLA TESLA INC 8.7%

Value $1.694B Shares 3,766,106 Est. Cost $194.03 Unrealized +128.5%

DASH DOORDASH INC 8.3%

Value $1.601B Shares 7,068,299 Est. Cost $58.94 Unrealized +298.0%

AMZN AMAZON COM INC 7.8%

Value $1.521B Shares 6,589,070 Est. Cost $103.49 Unrealized +121.1%

SHOP SHOPIFY INC 5.2%

Value $1.018B Shares 6,325,050 Est. Cost $34.15 Unrealized +370.2%

NFLX NETFLIX INC 3.2%

Value $629M Shares 6,707,220 Est. Cost $99.83 Unrealized +8.0%

MSFT MICROSOFT CORP 2.6%

Value $508M Shares 1,050,322 Est. Cost $234.05 Unrealized +113.9%

JD JD.COM INC 1.7%

Value $336M Shares 11,693,590 Est. Cost $39.97 Unrealized —

SCHW SCHWAB CHARLES CORP 1.6%

Value $319M Shares 3,196,166 Est. Cost $50.45 Unrealized +87.8%

WDAY WORKDAY INC 1.5%

Value $293M Shares 1,363,667 Est. Cost $155.96 Unrealized +45.7%

DOCU DOCUSIGN INC 1.0%

Value $200M Shares 2,922,708 Est. Cost $51.35 Unrealized +34.7%

AAPL APPLE INC 0.3%

Value $67.69M Shares 248,975 Est. Cost $140.70 Unrealized +90.7%

BABA ALIBABA GROUP HLDG LTD 0.2%

Value $39.56M Shares 269,858 Est. Cost $88.09 Unrealized —

GOOG ALPHABET INC 0.1%

Value $28.47M Shares 90,740 Est. Cost $94.73 Unrealized +202.3%

COIN COINBASE GLOBAL INC 0.0%

Value $3.111M Shares 13,757 Est. Cost $52.69 Unrealized +465.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
META	META PLATFORMS INC	9,797,414	$6.467B	33.3%	$134.52	+396.1%	CL A	30303M102
HOOD	ROBINHOOD MKTS INC	24,158,860	$2.732B	14.1%	$11.05	+1077.5%	COM CL A	770700102
GOOGL	ALPHABET INC	6,207,074	$1.943B	10.0%	$100.47	+184.3%	CAP STK CL A	02079K305
TSLA	TESLA INC	3,766,106	$1.694B	8.7%	$194.03	+128.5%	COM	88160R101
DASH	DOORDASH INC	7,068,299	$1.601B	8.3%	$58.94	+298.0%	CL A	25809K105
AMZN	AMAZON COM INC	6,589,070	$1.521B	7.8%	$103.49	+121.1%	COM	023135106
SHOP	SHOPIFY INC	6,325,050	$1.018B	5.2%	$34.15	+370.2%	CL A SUB VTG SHS	82509L107
NFLX	NETFLIX INC	6,707,220	$629M	3.2%	$99.83	+8.0%	COM	64110L106
MSFT	MICROSOFT CORP	1,050,322	$508M	2.6%	$234.05	+113.9%	COM	594918104
JD	JD.COM INC	11,693,590	$336M	1.7%	$39.97	—	SPON ADS CL A	47215P106
SCHW	SCHWAB CHARLES CORP	3,196,166	$319M	1.6%	$50.45	+87.8%	COM	808513105
WDAY	WORKDAY INC	1,363,667	$293M	1.5%	$155.96	+45.7%	CL A	98138H101
DOCU	DOCUSIGN INC	2,922,708	$200M	1.0%	$51.35	+34.7%	COM	256163106
AAPL	APPLE INC	248,975	$67.69M	0.3%	$140.70	+90.7%	COM	037833100
BABA	ALIBABA GROUP HLDG LTD	269,858	$39.56M	0.2%	$88.09	—	SPONSORED ADS	01609W102
GOOG	ALPHABET INC	90,740	$28.47M	0.1%	$94.73	+202.3%	CAP STK CL C	02079K107
COIN	COINBASE GLOBAL INC	13,757	$3.111M	0.0%	$52.69	+465.5%	COM CL A	19260Q107