Newlands Management Operations as of Sept. 30, 2025
Portfolio Holdings for Newlands Management Operations
Newlands Management Operations holds 25 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 34.6 | $7.3B | 9.9M | 734.38 | |
| Robinhood Mkts Com Cl A (HOOD) | 16.4 | $3.5B | 24M | 143.18 | |
| Doordash Cl A (DASH) | 9.1 | $1.9B | 7.1M | 271.99 | |
| Tesla Motors (TSLA) | 7.9 | $1.7B | 3.8M | 444.72 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.2 | $1.5B | 6.2M | 243.10 | |
| Amazon (AMZN) | 6.9 | $1.4B | 6.6M | 219.57 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 4.5 | $940M | 6.3M | 148.61 | |
| Netflix (NFLX) | 3.8 | $804M | 671k | 1198.92 | |
| Microsoft Corporation (MSFT) | 2.6 | $544M | 1.1M | 517.95 | |
| Jd.com Spon Ads Cl A (JD) | 1.9 | $409M | 12M | 34.98 | |
| Workday Cl A (WDAY) | 1.6 | $328M | 1.4M | 240.73 | |
| Charles Schwab Corporation (SCHW) | 1.4 | $305M | 3.2M | 95.47 | |
| Docusign (DOCU) | 1.4 | $297M | 4.1M | 72.09 | |
| Apple (AAPL) | 0.3 | $63M | 249k | 254.63 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $48M | 270k | 178.73 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $22M | 91k | 243.55 | |
| Freshworks Class A Com (FRSH) | 0.0 | $5.4M | 460k | 11.77 | |
| Carvana Cl A (CVNA) | 0.0 | $5.3M | 14k | 377.24 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $4.6M | 14k | 337.49 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.0 | $1.6M | 12k | 132.17 | |
| Procore Technologies (PCOR) | 0.0 | $1.4M | 19k | 72.92 | |
| Servicetitan Shs Cl A (TTAN) | 0.0 | $1.1M | 11k | 100.83 | |
| Datadog Cl A Com (DDOG) | 0.0 | $955k | 6.7k | 142.40 | |
| Gitlab Class A Com (GTLB) | 0.0 | $776k | 17k | 45.08 | |
| Braze Com Cl A (BRZE) | 0.0 | $663k | 23k | 28.44 |
