Newlands Management Operations LLC — 13F holdings

Newlands Management Operations LLC reported 16 holdings worth $16.6B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. META META PLATFORMS INC — $5.44B (32.9%)
2. HOOD ROBINHOOD MKTS INC — $2.42B (14.6%)
3. GOOGL ALPHABET INC — $2.22B (13.4%)
4. TSLA TESLA INC — $1.58B (9.6%)
5. AMZN AMAZON COM INC — $1.57B (9.5%)
6. DASH DOORDASH INC — $1.30B (7.9%)
7. SHOP SHOPIFY INC — $722M (4.4%)
8. NFLX NETFLIX INC — $479M (2.9%)
9. MSFT MICROSOFT CORP — $392M (2.4%)
10. JD JD.COM INC — $298M (1.8%)