Newlands Management Operations LLC 13F Holdings · Q2 2026
Newlands Management Operations LLC reported 16 securities worth $16.57B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: META (32.86%), HOOD (14.62%), GOOGL (13.39%). Among its top 25 positions this quarter: 1 new, 1 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | $5.44B | 32.86% | 9.7M | Trimmed |
| 2 | HOOD | ROBINHOOD MKTS INC | $2.42B | 14.62% | 24.2M | Hold |
| 3 | GOOGL | ALPHABET INC | $2.22B | 13.39% | 6.2M | Hold |
| 4 | TSLA | TESLA INC | $1.58B | 9.56% | 3.8M | Hold |
| 5 | AMZN | AMAZON COM INC | $1.57B | 9.48% | 6.6M | Hold |
| 6 | DASH | DOORDASH INC | $1.30B | 7.87% | 7.1M | Hold |
| 7 | SHOP | SHOPIFY INC | $722.2M | 4.36% | 6.3M | Hold |
| 8 | NFLX | NETFLIX INC | $478.9M | 2.89% | 6.7M | Hold |
| 9 | MSFT | MICROSOFT CORP | $391.8M | 2.36% | 1.1M | Hold |
| 10 | JD | JD.COM INC | $298.0M | 1.80% | 11.7M | Hold |
| 11 | AAPL | APPLE INC | $72.0M | 0.43% | 248,975 | Hold |
| 12 | GOOG | ALPHABET INC | $32.1M | 0.19% | 90,740 | Hold |
| 13 | BABA | ALIBABA GROUP HLDG LTD | $25.9M | 0.16% | 269,858 | Hold |
| 14 | COIN | COINBASE GLOBAL INC | $2.0M | 0.01% | 13,757 | Hold |
| 15 | CHYM | CHIME FINL INC | $663,060 | 0.00% | 32,376 | New |
| 16 | MRNA | MODERNA INC | $423,892 | 0.00% | 6,053 | Hold |
| 17 | SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR