Filed: 5/15/2025ACC: 0000902664-25-002349
📋 What this filing means
NEWLANDS MANAGEMENT OPERATIONS LLC filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $14.75B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$14.75B
Total AUM (reported)
92.61M
Total Shares
Allocation by class
CL A$8.36B56.7%
COM$3.89B26.4%
COM CL A$1.01B6.8%
CAP STK CL A$959.86M6.5%
SPON ADS CL A$480.84M3.3%
SPONSORED ADS$36.33M0.2%
CAP STK CL C$14.18M0.1%
Portfolio Concentration
Top 3$8.26B56.0%
4–10$5.08B34.4%
11–25$1.41B9.6%
Top 3 weight
56.0%
Top 10 weight
90.4%
Voting Authority Distribution
Total shares with voting rights: 92.61M
Sole
Full voting authority
92.61M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
META PLATFORMS INC
SOLEShares9.92M
TypeSH
Market value$5.72B
38.76%
Sole
9.92M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares7.07M
TypeSH
Market value$1.29B
8.76%
Sole
7.07M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares6.59M
TypeSH
Market value$1.25B
8.50%
Sole
6.59M
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares24.16M
TypeSH
Market value$1.01B
6.82%
Sole
24.16M
Shared
0.00
None
0.00
TESLA INC
SOLEShares3.77M
TypeSH
Market value$976.02M
6.62%
Sole
3.77M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares6.21M
TypeSH
Market value$959.86M
6.51%
Sole
6.21M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares670.72K
TypeSH
Market value$625.47M
4.24%
Sole
670.72K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares6.33M
TypeSH
Market value$603.92M
4.09%
Sole
6.33M
Shared
0.00
None
0.00
JD.COM INC
SOLEShares11.69M
TypeSH
Market value$480.84M
3.26%
Sole
11.69M
Shared
0.00
None
0.00
ZOOM COMMUNICATIONS INC
SOLEShares5.79M
TypeSH
Market value$426.80M
2.89%
Sole
5.79M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.05M
TypeSH
Market value$394.28M
2.67%
Sole
1.05M
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares4.12M
TypeSH
Market value$335.59M
2.27%
Sole
4.12M
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares1.36M
TypeSH
Market value$318.46M
2.16%
Sole
1.36M
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares3.20M
TypeSH
Market value$250.20M
1.70%
Sole
3.20M
Shared
0.00
None
0.00
APPLE INC
SOLEShares248.97K
TypeSH
Market value$55.30M
0.37%
Sole
248.97K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares269.86K
TypeSH
Market value$35.68M
0.24%
Sole
269.86K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares90.74K
TypeSH
Market value$14.18M
0.10%
Sole
90.74K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares13.76K
TypeSH
Market value$2.37M
0.02%
Sole
13.76K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares19.05K
TypeSH
Market value$1.26M
<0.01%
Sole
19.05K
Shared
0.00
None
0.00
BRAZE INC
SOLEShares23.29K
TypeSH
Market value$840.4K
<0.01%
Sole
23.29K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares5.44K
TypeSH
Market value$643.6K
<0.01%
Sole
5.44K
Shared
0.00
None
0.00
GITLAB INC
SOLEShares11.08K
TypeSH
Market value$520.6K
<0.01%
Sole
11.08K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares4.98K
TypeSH
Market value$494.3K
<0.01%
Sole
4.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 9.92M | SH | $5.72B 38.76% | 9.92M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 7.07M | SH | $1.29B 8.76% | 7.07M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 6.59M | SH | $1.25B 8.50% | 6.59M | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 24.16M | SH | $1.01B 6.82% | 24.16M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 3.77M | SH | $976.02M 6.62% | 3.77M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 6.21M | SH | $959.86M 6.51% | 6.21M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 670.72K | SH | $625.47M 4.24% | 670.72K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 6.33M | SH | $603.92M 4.09% | 6.33M | 0.00 | 0.00 |
JD.COM INCSOLE | SPON ADS CL A | 11.69M | SH | $480.84M 3.26% | 11.69M | 0.00 | 0.00 |
ZOOM COMMUNICATIONS INCSOLE | CL A | 5.79M | SH | $426.80M 2.89% | 5.79M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.05M | SH | $394.28M 2.67% | 1.05M | 0.00 | 0.00 |
DOCUSIGN INCSOLE | COM | 4.12M | SH | $335.59M 2.27% | 4.12M | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 1.36M | SH | $318.46M 2.16% | 1.36M | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 3.20M | SH | $250.20M 1.70% | 3.20M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 248.97K | SH | $55.30M 0.37% | 248.97K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 269.86K | SH | $35.68M 0.24% | 269.86K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 90.74K | SH | $14.18M 0.10% | 90.74K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 13.76K | SH | $2.37M 0.02% | 13.76K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 19.05K | SH | $1.26M <0.01% | 19.05K | 0.00 | 0.00 |
BRAZE INCSOLE | COM CL A | 23.29K | SH | $840.4K <0.01% | 23.29K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 5.44K | SH | $643.6K <0.01% | 5.44K | 0.00 | 0.00 |
GITLAB INCSOLE | CLASS A COM | 11.08K | SH | $520.6K <0.01% | 11.08K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 4.98K | SH | $494.3K <0.01% | 4.98K | 0.00 | 0.00 |