Newlands Management Operations LLC
CIK 1908450
13F filing for Q2 2026・No. 412
- Holdings
- US$16.57B
- Quarter change
- +US$1.11B
- Entries
- 16
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
16 stocks worth US$16.57B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| METAMetaCL A | — | 9,664,414 | US$5.44B | 32.86% |
| HOODROBINHOOD MKTS INCCOM CL A | — | 24,158,860 | US$2.42B | 14.62% |
| GOOGLAlphabetCAP STK CL A | — | 6,207,074 | US$2.22B | 13.39% |
| TSLATeslaCOM | — | 3,766,106 | US$1.58B | 9.56% |
| AMZNAmazonCOM | — | 6,589,070 | US$1.57B | 9.48% |
| DASHDOORDASH INCCL A | — | 7,068,299 | US$1.3B | 7.87% |
| SHOPSHOPIFY INCCL A SUB VTG SHS | — | 6,325,050 | US$722.19M | 4.36% |
| NFLXNETFLIX INCCOM | — | 6,707,220 | US$478.9M | 2.89% |
| MSFTMicrosoftCOM | — | 1,050,322 | US$391.79M | 2.36% |
| JDJD.COM INCSPON ADS CL A | — | 11,693,590 | US$297.95M | 1.80% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.