Q1 2026 · 13F-HR
Newlands Management Operations LLCholdings as filed
Filed 2026-05-15 · accession 0000902664-26-002459
$15.45B
Reported value
16
Positions
2026-03-31
Period end
The Brief · Newlands Management Operations LLC · Q1 2026
AI · grounded in 13F
Newlands Management Operations LLC closed its position in Workday Inc WDAY, reducing its holdings by $292.9M. The fund also exited its position in DocuSign Inc DOCU, selling $199.9M. To offset these exits, the fund established a new position in Moderna Inc MRNA valued at $307,492.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $5.61B | 36.3% | 9,797,414 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $1.78B | 11.5% | 6,207,074 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $1.67B | 10.8% | 24,158,860 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $1.40B | 9.06% | 3,766,106 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $1.37B | 8.88% | 6,589,070 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $1.06B | 6.87% | 7,068,299 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $750.3M | 4.85% | 6,325,050 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $644.9M | 4.17% | 6,707,220 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $388.8M | 2.52% | 1,050,322 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $345.8M | 2.24% | 11,693,590 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $300.4M | 1.94% | 3,196,166 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $63.2M | 0.41% | 248,975 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $33.9M | 0.22% | 269,858 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $26.0M | 0.17% | 90,740 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $2.4M | 0.02% | 13,757 | Common | SOLE |
| 60770K107 | MRNA | MODERNA INC | $307,492 | 0.00% | 6,053 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.