Filed: 2/17/2026ACC: 0000902664-26-001023
📋 What this filing means
NEWLANDS MANAGEMENT OPERATIONS LLC filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $19.40B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$19.40B
Total AUM (reported)
91.47M
Total Shares
Allocation by class
CL A$8.36B43.1%
COM$4.94B25.5%
COM CL A$2.74B14.1%
CAP STK CL A$1.94B10.0%
CL A SUB VTG SHS$1.02B5.2%
SPON ADS CL A$335.61M1.7%
SPONSORED ADS$39.56M0.2%
Portfolio Concentration
Top 3$11.14B57.4%
4–10$7.31B37.7%
11–25$950.96M4.9%
Top 3 weight
57.4%
Top 10 weight
95.1%
Voting Authority Distribution
Total shares with voting rights: 91.47M
Sole
Full voting authority
91.47M
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)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
META PLATFORMS INC
SOLEShares9.80M
TypeSH
Market value$6.47B
33.34%
Sole
9.80M
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares24.16M
TypeSH
Market value$2.73B
14.08%
Sole
24.16M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares6.21M
TypeSH
Market value$1.94B
10.01%
Sole
6.21M
Shared
0.00
None
0.00
TESLA INC
SOLEShares3.77M
TypeSH
Market value$1.69B
8.73%
Sole
3.77M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares7.07M
TypeSH
Market value$1.60B
8.25%
Sole
7.07M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares6.59M
TypeSH
Market value$1.52B
7.84%
Sole
6.59M
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares6.33M
TypeSH
Market value$1.02B
5.25%
Sole
6.33M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares6.71M
TypeSH
Market value$628.87M
3.24%
Sole
6.71M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.05M
TypeSH
Market value$507.96M
2.62%
Sole
1.05M
Shared
0.00
None
0.00
JD.COM INC
SOLEShares11.69M
TypeSH
Market value$335.61M
1.73%
Sole
11.69M
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares3.20M
TypeSH
Market value$319.33M
1.65%
Sole
3.20M
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares1.36M
TypeSH
Market value$292.89M
1.51%
Sole
1.36M
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares2.92M
TypeSH
Market value$199.91M
1.03%
Sole
2.92M
Shared
0.00
None
0.00
APPLE INC
SOLEShares248.97K
TypeSH
Market value$67.69M
0.35%
Sole
248.97K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares269.86K
TypeSH
Market value$39.56M
0.20%
Sole
269.86K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares90.74K
TypeSH
Market value$28.47M
0.15%
Sole
90.74K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares13.76K
TypeSH
Market value$3.11M
0.02%
Sole
13.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 9.80M | SH | $6.47B 33.34% | 9.80M | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 24.16M | SH | $2.73B 14.08% | 24.16M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 6.21M | SH | $1.94B 10.01% | 6.21M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 3.77M | SH | $1.69B 8.73% | 3.77M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 7.07M | SH | $1.60B 8.25% | 7.07M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 6.59M | SH | $1.52B 7.84% | 6.59M | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 6.33M | SH | $1.02B 5.25% | 6.33M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 6.71M | SH | $628.87M 3.24% | 6.71M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.05M | SH | $507.96M 2.62% | 1.05M | 0.00 | 0.00 |
JD.COM INCSOLE | SPON ADS CL A | 11.69M | SH | $335.61M 1.73% | 11.69M | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 3.20M | SH | $319.33M 1.65% | 3.20M | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 1.36M | SH | $292.89M 1.51% | 1.36M | 0.00 | 0.00 |
DOCUSIGN INCSOLE | COM | 2.92M | SH | $199.91M 1.03% | 2.92M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 248.97K | SH | $67.69M 0.35% | 248.97K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 269.86K | SH | $39.56M 0.20% | 269.86K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 90.74K | SH | $28.47M 0.15% | 90.74K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 13.76K | SH | $3.11M 0.02% | 13.76K | 0.00 | 0.00 |