Filed: 5/15/2026ACC: 0000902664-26-002459
📋 What this filing means
NEWLANDS MANAGEMENT OPERATIONS LLC filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $15.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$15.45B
Total AUM (reported)
87.19M
Total Shares
Allocation by class
CL A$6.67B43.1%
COM$4.17B27.0%
CAP STK CL A$1.78B11.5%
COM CL A$1.68B10.8%
CL A SUB VTG SHS$750.28M4.9%
SPON ADS CL A$345.78M2.2%
SPONSORED ADS$33.86M0.2%
Portfolio Concentration
Top 3$9.06B58.7%
4–10$5.96B38.6%
11–25$426.16M2.8%
Top 3 weight
58.7%
Top 10 weight
97.2%
Voting Authority Distribution
Total shares with voting rights: 87.19M
Sole
Full voting authority
87.19M
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)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
META PLATFORMS INC
SOLEShares9.80M
TypeSH
Market value$5.61B
36.27%
Sole
9.80M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares6.21M
TypeSH
Market value$1.78B
11.55%
Sole
6.21M
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares24.16M
TypeSH
Market value$1.67B
10.83%
Sole
24.16M
Shared
0.00
None
0.00
TESLA INC
SOLEShares3.77M
TypeSH
Market value$1.40B
9.06%
Sole
3.77M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares6.59M
TypeSH
Market value$1.37B
8.88%
Sole
6.59M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares7.07M
TypeSH
Market value$1.06B
6.87%
Sole
7.07M
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares6.33M
TypeSH
Market value$750.28M
4.85%
Sole
6.33M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares6.71M
TypeSH
Market value$644.90M
4.17%
Sole
6.71M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.05M
TypeSH
Market value$388.80M
2.52%
Sole
1.05M
Shared
0.00
None
0.00
JD.COM INC
SOLEShares11.69M
TypeSH
Market value$345.78M
2.24%
Sole
11.69M
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares3.20M
TypeSH
Market value$300.38M
1.94%
Sole
3.20M
Shared
0.00
None
0.00
APPLE INC
SOLEShares248.97K
TypeSH
Market value$63.19M
0.41%
Sole
248.97K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares269.86K
TypeSH
Market value$33.86M
0.22%
Sole
269.86K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares90.74K
TypeSH
Market value$26.03M
0.17%
Sole
90.74K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares13.76K
TypeSH
Market value$2.40M
0.02%
Sole
13.76K
Shared
0.00
None
0.00
MODERNA INC
SOLEShares6.05K
TypeSH
Market value$307.5K
<0.01%
Sole
6.05K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 9.80M | SH | $5.61B 36.27% | 9.80M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 6.21M | SH | $1.78B 11.55% | 6.21M | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 24.16M | SH | $1.67B 10.83% | 24.16M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 3.77M | SH | $1.40B 9.06% | 3.77M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 6.59M | SH | $1.37B 8.88% | 6.59M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 7.07M | SH | $1.06B 6.87% | 7.07M | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 6.33M | SH | $750.28M 4.85% | 6.33M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 6.71M | SH | $644.90M 4.17% | 6.71M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.05M | SH | $388.80M 2.52% | 1.05M | 0.00 | 0.00 |
JD.COM INCSOLE | SPON ADS CL A | 11.69M | SH | $345.78M 2.24% | 11.69M | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 3.20M | SH | $300.38M 1.94% | 3.20M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 248.97K | SH | $63.19M 0.41% | 248.97K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 269.86K | SH | $33.86M 0.22% | 269.86K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 90.74K | SH | $26.03M 0.17% | 90.74K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 13.76K | SH | $2.40M 0.02% | 13.76K | 0.00 | 0.00 |
MODERNA INCSOLE | COM | 6.05K | SH | $307.5K <0.01% | 6.05K | 0.00 | 0.00 |