Newlands Management Operations LLC Long-Term Concentrated

Name: Newlands Management Operations LLC Q1 2026 13F Filing | 13F Explorer
Creator: Newlands Management Operations LLC
Published: 2026-05-15

Location: Dallas, TX

CIK: 0001908450 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $15.45B (100.0% shares, 0.0% debt)

Holdings (16)

META META PLATFORMS INC 36.3%

Value $5.605B Shares 9,797,414 Est. Cost $134.52 Unrealized +387.3%

GOOGL ALPHABET INC 11.5%

Value $1.785B Shares 6,207,074 Est. Cost $100.47 Unrealized +221.8%

HOOD ROBINHOOD MKTS INC 10.8%

Value $1.674B Shares 24,158,860 Est. Cost $11.05 Unrealized +766.9%

TSLA TESLA INC 9.1%

Value $1.4B Shares 3,766,106 Est. Cost $194.03 Unrealized +119.5%

AMZN AMAZON COM INC 8.9%

Value $1.372B Shares 6,589,070 Est. Cost $103.49 Unrealized +119.2%

DASH DOORDASH INC 6.9%

Value $1.061B Shares 7,068,299 Est. Cost $58.94 Unrealized +233.7%

SHOP SHOPIFY INC 4.9%

Value $750M Shares 6,325,050 Est. Cost $34.15 Unrealized +299.6%

NFLX NETFLIX INC 4.2%

Value $645M Shares 6,707,220 Est. Cost $99.83 Unrealized -16.0%

MSFT MICROSOFT CORP 2.5%

Value $389M Shares 1,050,322 Est. Cost $234.05 Unrealized +85.7%

JD JD.COM INC 2.2%

Value $346M Shares 11,693,590 Est. Cost $39.97 Unrealized —

SCHW SCHWAB CHARLES CORP 1.9%

Value $300M Shares 3,196,166 Est. Cost $50.45 Unrealized +98.5%

AAPL APPLE INC 0.4%

Value $63.19M Shares 248,975 Est. Cost $140.70 Unrealized +86.8%

BABA ALIBABA GROUP HLDG LTD 0.2%

Value $33.86M Shares 269,858 Est. Cost $88.09 Unrealized —

GOOG ALPHABET INC 0.2%

Value $26.03M Shares 90,740 Est. Cost $94.73 Unrealized +241.7%

COIN COINBASE GLOBAL INC 0.0%

Value $2.402M Shares 13,757 Est. Cost $52.69 Unrealized +280.7%

MRNA MODERNA INC 0.0%

Value $307K Shares 6,053 Est. Cost $42.94 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
META	META PLATFORMS INC	9,797,414	$5.605B	36.3%	$134.52	+387.3%	CL A	30303M102
GOOGL	ALPHABET INC	6,207,074	$1.785B	11.5%	$100.47	+221.8%	CAP STK CL A	02079K305
HOOD	ROBINHOOD MKTS INC	24,158,860	$1.674B	10.8%	$11.05	+766.9%	COM CL A	770700102
TSLA	TESLA INC	3,766,106	$1.4B	9.1%	$194.03	+119.5%	COM	88160R101
AMZN	AMAZON COM INC	6,589,070	$1.372B	8.9%	$103.49	+119.2%	COM	023135106
DASH	DOORDASH INC	7,068,299	$1.061B	6.9%	$58.94	+233.7%	CL A	25809K105
SHOP	SHOPIFY INC	6,325,050	$750M	4.9%	$34.15	+299.6%	CL A SUB VTG SHS	82509L107
NFLX	NETFLIX INC	6,707,220	$645M	4.2%	$99.83	-16.0%	COM	64110L106
MSFT	MICROSOFT CORP	1,050,322	$389M	2.5%	$234.05	+85.7%	COM	594918104
JD	JD.COM INC	11,693,590	$346M	2.2%	$39.97	—	SPON ADS CL A	47215P106
SCHW	SCHWAB CHARLES CORP	3,196,166	$300M	1.9%	$50.45	+98.5%	COM	808513105
AAPL	APPLE INC	248,975	$63.19M	0.4%	$140.70	+86.8%	COM	037833100
BABA	ALIBABA GROUP HLDG LTD	269,858	$33.86M	0.2%	$88.09	—	SPONSORED ADS	01609W102
GOOG	ALPHABET INC	90,740	$26.03M	0.2%	$94.73	+241.7%	CAP STK CL C	02079K107
COIN	COINBASE GLOBAL INC	13,757	$2.402M	0.0%	$52.69	+280.7%	COM CL A	19260Q107
MRNA	MODERNA INC	6,053	$307K	0.0%	$42.94	0.0%	COM	60770K107