Filed: 8/14/2025ACC: 0000902664-25-003588
📋 What this filing means
NEWLANDS MANAGEMENT OPERATIONS LLC filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $18.94B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$18.94B
Total AUM (reported)
90.60M
Total Shares
Allocation by class
CL A$9.69B51.2%
COM$4.73B25.0%
COM CL A$2.27B12.0%
CAP STK CL A$1.09B5.8%
CL A SUB VTG SHS$729.59M3.9%
SPON ADS CL A$381.68M2.0%
SPONSORED ADS$31.17M0.2%
Portfolio Concentration
Top 3$11.33B59.8%
4–10$6.27B33.1%
11–25$1.35B7.1%
Top 3 weight
59.8%
Top 10 weight
92.9%
Voting Authority Distribution
Total shares with voting rights: 90.60M
Sole
Full voting authority
90.60M
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)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
META PLATFORMS INC
SOLEShares9.92M
TypeSH
Market value$7.32B
38.66%
Sole
9.92M
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares24.16M
TypeSH
Market value$2.26B
11.94%
Sole
24.16M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares7.07M
TypeSH
Market value$1.74B
9.20%
Sole
7.07M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares6.59M
TypeSH
Market value$1.45B
7.63%
Sole
6.59M
Shared
0.00
None
0.00
TESLA INC
SOLEShares3.77M
TypeSH
Market value$1.20B
6.32%
Sole
3.77M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares6.21M
TypeSH
Market value$1.09B
5.78%
Sole
6.21M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares670.72K
TypeSH
Market value$898.18M
4.74%
Sole
670.72K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares6.33M
TypeSH
Market value$729.59M
3.85%
Sole
6.33M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.05M
TypeSH
Market value$522.44M
2.76%
Sole
1.05M
Shared
0.00
None
0.00
JD.COM INC
SOLEShares11.69M
TypeSH
Market value$381.68M
2.02%
Sole
11.69M
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares1.36M
TypeSH
Market value$327.28M
1.73%
Sole
1.36M
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares4.12M
TypeSH
Market value$321.12M
1.70%
Sole
4.12M
Shared
0.00
None
0.00
ZOOM COMMUNICATIONS INC
SOLEShares3.76M
TypeSH
Market value$293.25M
1.55%
Sole
3.76M
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares3.20M
TypeSH
Market value$291.62M
1.54%
Sole
3.20M
Shared
0.00
None
0.00
APPLE INC
SOLEShares248.97K
TypeSH
Market value$51.08M
0.27%
Sole
248.97K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares269.86K
TypeSH
Market value$30.60M
0.16%
Sole
269.86K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares90.74K
TypeSH
Market value$16.10M
0.08%
Sole
90.74K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares13.76K
TypeSH
Market value$4.82M
0.03%
Sole
13.76K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares13.98K
TypeSH
Market value$4.71M
0.02%
Sole
13.98K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares19.05K
TypeSH
Market value$1.30M
<0.01%
Sole
19.05K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares6.70K
TypeSH
Market value$900.4K
<0.01%
Sole
6.70K
Shared
0.00
None
0.00
BRAZE INC
SOLEShares23.29K
TypeSH
Market value$654.6K
<0.01%
Sole
23.29K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares5.44K
TypeSH
Market value$569.1K
<0.01%
Sole
5.44K
Shared
0.00
None
0.00
GITLAB INC
SOLEShares11.08K
TypeSH
Market value$499.6K
<0.01%
Sole
11.08K
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares4.57K
TypeSH
Market value$489.4K
<0.01%
Sole
4.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 9.92M | SH | $7.32B 38.66% | 9.92M | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 24.16M | SH | $2.26B 11.94% | 24.16M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 7.07M | SH | $1.74B 9.20% | 7.07M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 6.59M | SH | $1.45B 7.63% | 6.59M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 3.77M | SH | $1.20B 6.32% | 3.77M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 6.21M | SH | $1.09B 5.78% | 6.21M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 670.72K | SH | $898.18M 4.74% | 670.72K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 6.33M | SH | $729.59M 3.85% | 6.33M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.05M | SH | $522.44M 2.76% | 1.05M | 0.00 | 0.00 |
JD.COM INCSOLE | SPON ADS CL A | 11.69M | SH | $381.68M 2.02% | 11.69M | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 1.36M | SH | $327.28M 1.73% | 1.36M | 0.00 | 0.00 |
DOCUSIGN INCSOLE | COM | 4.12M | SH | $321.12M 1.70% | 4.12M | 0.00 | 0.00 |
ZOOM COMMUNICATIONS INCSOLE | CL A | 3.76M | SH | $293.25M 1.55% | 3.76M | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 3.20M | SH | $291.62M 1.54% | 3.20M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 248.97K | SH | $51.08M 0.27% | 248.97K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 269.86K | SH | $30.60M 0.16% | 269.86K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 90.74K | SH | $16.10M 0.08% | 90.74K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 13.76K | SH | $4.82M 0.03% | 13.76K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 13.98K | SH | $4.71M 0.02% | 13.98K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 19.05K | SH | $1.30M <0.01% | 19.05K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 6.70K | SH | $900.4K <0.01% | 6.70K | 0.00 | 0.00 |
BRAZE INCSOLE | COM CL A | 23.29K | SH | $654.6K <0.01% | 23.29K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 5.44K | SH | $569.1K <0.01% | 5.44K | 0.00 | 0.00 |
GITLAB INCSOLE | CLASS A COM | 11.08K | SH | $499.6K <0.01% | 11.08K | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 4.57K | SH | $489.4K <0.01% | 4.57K | 0.00 | 0.00 |