Newlands Management Operations LLC

Est. AUM

$15.45B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	META PLATFORMS INC	CL A	$5.61B	9797414	36.27%	SOLE
2	ALPHABET INC	CAP STK CL A	$1.78B	6207074	11.55%	SOLE
3	ROBINHOOD MKTS INC	COM CL A	$1.67B	24158860	10.83%	SOLE
4	TESLA INC	COM	$1.40B	3766106	9.06%	SOLE
5	AMAZON COM INC	COM	$1.37B	6589070	8.88%	SOLE
6	DOORDASH INC	CL A	$1.06B	7068299	6.87%	SOLE
7	SHOPIFY INC	CL A SUB VTG SHS	$750.3M	6325050	4.85%	SOLE
8	NETFLIX INC	COM	$644.9M	6707220	4.17%	SOLE
9	MICROSOFT CORP	COM	$388.8M	1050322	2.52%	SOLE
10	JD.COM INC	SPON ADS CL A	$345.8M	11693590	2.24%	SOLE
11	SCHWAB CHARLES CORP	COM	$300.4M	3196166	1.94%	SOLE
12	APPLE INC	COM	$63.2M	248975	0.41%	SOLE
13	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$33.9M	269858	0.22%	SOLE
14	ALPHABET INC	CAP STK CL C	$26.0M	90740	0.17%	SOLE
15	COINBASE GLOBAL INC	COM CL A	$2.4M	13757	0.02%	SOLE
16	MODERNA INC	COM	$307K	6053	0.00%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.