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Newlands Management Operations LLC

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13F filer, CIK 1908450, DALLAS, TX

Newlands Management Operations LLC reported $14,751,571,543 across 23 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 90.44% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000902664-25-002349

Period
2025-03-31
Reported value
$14.8B
Holdings
23
Top 10 weight
90.44%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
METAadded+36,000$20.7M
DASHadded+17,619$3.22M
PCORadded+5,257$347K
DDOGadded+1,804$179K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BILLexited-2,620,062-$222M
MRNAexited-6,053-$252K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0000902664-25-002349, largest first. % of portfolio is the value over $14,751,571,543, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,939,195 shares; 2024Q4: 9,884,614 shares; 2025Q1: 9,920,614 shares 9,920,614$5.72B38.76%+36,000Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,050,680 shares; 2024Q4: 7,050,680 shares; 2025Q1: 7,068,299 shares 7,068,299$1.29B8.76%+17,619Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,589,070 shares; 2024Q4: 6,589,070 shares; 2025Q1: 6,589,070 shares 6,589,070$1.25B8.5%0Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,885,000 shares; 2024Q4: 24,158,860 shares; 2025Q1: 24,158,860 shares 24,158,860$1.01B6.82%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,766,106 shares; 2024Q4: 3,766,106 shares; 2025Q1: 3,766,106 shares 3,766,106$976M6.62%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,207,074 shares; 2024Q4: 6,207,074 shares; 2025Q1: 6,207,074 shares 6,207,074$960M6.51%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670,722 shares; 2024Q4: 670,722 shares; 2025Q1: 670,722 shares 670,722$625M4.24%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,325,050 shares; 2024Q4: 6,325,050 shares; 2025Q1: 6,325,050 shares 6,325,050$604M4.09%0Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,693,590 shares; 2024Q4: 11,693,590 shares; 2025Q1: 11,693,590 shares 11,693,590$481M3.26%0Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,785,588 shares; 2024Q4: 5,785,588 shares; 2025Q1: 5,785,588 shares 5,785,588$427M2.89%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050,322 shares; 2024Q4: 1,050,322 shares; 2025Q1: 1,050,322 shares 1,050,322$394M2.67%0Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,122,708 shares; 2024Q4: 4,122,708 shares; 2025Q1: 4,122,708 shares 4,122,708$336M2.27%0Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,363,667 shares; 2024Q4: 1,363,667 shares; 2025Q1: 1,363,667 shares 1,363,667$318M2.16%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,196,166 shares; 2024Q4: 3,196,166 shares; 2025Q1: 3,196,166 shares 3,196,166$250M1.7%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,975 shares; 2024Q4: 248,975 shares; 2025Q1: 248,975 shares 248,975$55.3M0.37%0Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,858 shares; 2024Q4: 269,858 shares; 2025Q1: 269,858 shares 269,858$35.7M0.24%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,740 shares; 2024Q4: 90,740 shares; 2025Q1: 90,740 shares 90,740$14.2M0.1%0Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,757 shares; 2024Q4: 13,757 shares; 2025Q1: 13,757 shares 13,757$2.37M0.02%0Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,788 shares; 2025Q1: 19,045 shares 19,045$1.26M0.01%+5,257Timeline
BRZEBRAZE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,294 shares; 2024Q4: 23,294 shares; 2025Q1: 23,294 shares 23,294$840K0.01%0Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,438 shares; 2025Q1: 5,438 shares 5,438$644K<0.01%0Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,076 shares; 2025Q1: 11,076 shares 11,076$521K<0.01%0Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,178 shares; 2025Q1: 4,982 shares 4,982$494K<0.01%+1,804Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BILLBILL HOLDINGS INC2,620,062$222Mshares
MRNAMODERNA INC6,053$252Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000902664-25-002349 base2025-05-15acceptance time not in the bulk data set