Filed: 11/14/2025ACC: 0000902664-25-004933
📋 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 $21.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$21.08B
Total AUM (reported)
87.32M
Total Shares
Allocation by class
CL A$9.54B45.3%
COM$5.14B24.4%
COM CL A$3.46B16.4%
CAP STK CL A$1.51B7.2%
CL A SUB VTG SHS$939.97M4.5%
SPON ADS CL A$409.04M1.9%
SPONSORED ADS$49.82M0.2%
Portfolio Concentration
Top 3$12.67B60.1%
4–10$7.33B34.8%
11–25$1.09B5.2%
Top 3 weight
60.1%
Top 10 weight
94.8%
Voting Authority Distribution
Total shares with voting rights: 91.95M
Sole
Full voting authority
91.95M
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$7.29B
34.56%
Sole
9.92M
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares24.16M
TypeSH
Market value$3.46B
16.41%
Sole
24.16M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares7.07M
TypeSH
Market value$1.92B
9.12%
Sole
7.07M
Shared
0.00
None
0.00
TESLA INC
SOLEShares3.77M
TypeSH
Market value$1.67B
7.94%
Sole
3.77M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares6.21M
TypeSH
Market value$1.51B
7.16%
Sole
6.21M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares6.59M
TypeSH
Market value$1.45B
6.86%
Sole
6.59M
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares6.33M
TypeSH
Market value$939.97M
4.46%
Sole
6.33M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares670.72K
TypeSH
Market value$804.14M
3.81%
Sole
670.72K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.05M
TypeSH
Market value$544.01M
2.58%
Sole
1.05M
Shared
0.00
None
0.00
JD.COM INC
SOLEShares11.69M
TypeSH
Market value$409.04M
1.94%
Sole
11.69M
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares1.36M
TypeSH
Market value$328.28M
1.56%
Sole
1.36M
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares3.20M
TypeSH
Market value$305.14M
1.45%
Sole
3.20M
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares4.12M
TypeSH
Market value$297.21M
1.41%
Sole
4.12M
Shared
0.00
None
0.00
APPLE INC
SOLEShares248.97K
TypeSH
Market value$63.40M
0.30%
Sole
248.97K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares269.86K
TypeSH
Market value$48.23M
0.23%
Sole
269.86K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares90.74K
TypeSH
Market value$22.10M
0.10%
Sole
90.74K
Shared
0.00
None
0.00
FRESHWORKS INC
SOLEShares459.62K
TypeSH
Market value$5.41M
0.03%
Sole
459.62K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares13.98K
TypeSH
Market value$5.28M
0.03%
Sole
13.98K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares13.76K
TypeSH
Market value$4.64M
0.02%
Sole
4.64M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares12.05K
TypeSH
Market value$1.59M
<0.01%
Sole
12.05K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares19.05K
TypeSH
Market value$1.39M
<0.01%
Sole
19.05K
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares11.01K
TypeSH
Market value$1.11M
<0.01%
Sole
11.01K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares6.70K
TypeSH
Market value$954.5K
<0.01%
Sole
6.70K
Shared
0.00
None
0.00
GITLAB INC
SOLEShares17.21K
TypeSH
Market value$776.0K
<0.01%
Sole
17.21K
Shared
0.00
None
0.00
BRAZE INC
SOLEShares23.29K
TypeSH
Market value$662.5K
<0.01%
Sole
23.29K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 9.92M | SH | $7.29B 34.56% | 9.92M | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 24.16M | SH | $3.46B 16.41% | 24.16M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 7.07M | SH | $1.92B 9.12% | 7.07M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 3.77M | SH | $1.67B 7.94% | 3.77M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 6.21M | SH | $1.51B 7.16% | 6.21M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 6.59M | SH | $1.45B 6.86% | 6.59M | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 6.33M | SH | $939.97M 4.46% | 6.33M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 670.72K | SH | $804.14M 3.81% | 670.72K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.05M | SH | $544.01M 2.58% | 1.05M | 0.00 | 0.00 |
JD.COM INCSOLE | SPON ADS CL A | 11.69M | SH | $409.04M 1.94% | 11.69M | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 1.36M | SH | $328.28M 1.56% | 1.36M | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 3.20M | SH | $305.14M 1.45% | 3.20M | 0.00 | 0.00 |
DOCUSIGN INCSOLE | COM | 4.12M | SH | $297.21M 1.41% | 4.12M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 248.97K | SH | $63.40M 0.30% | 248.97K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 269.86K | SH | $48.23M 0.23% | 269.86K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 90.74K | SH | $22.10M 0.10% | 90.74K | 0.00 | 0.00 |
FRESHWORKS INCSOLE | CLASS A COM | 459.62K | SH | $5.41M 0.03% | 459.62K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 13.98K | SH | $5.28M 0.03% | 13.98K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 13.76K | SH | $4.64M 0.02% | 4.64M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 12.05K | SH | $1.59M <0.01% | 12.05K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 19.05K | SH | $1.39M <0.01% | 19.05K | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 11.01K | SH | $1.11M <0.01% | 11.01K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 6.70K | SH | $954.5K <0.01% | 6.70K | 0.00 | 0.00 |
GITLAB INCSOLE | CLASS A COM | 17.21K | SH | $776.0K <0.01% | 17.21K | 0.00 | 0.00 |
BRAZE INCSOLE | COM CL A | 23.29K | SH | $662.5K <0.01% | 23.29K | 0.00 | 0.00 |