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Newlands Management Operations LLC

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13F filer, CIK 1908450, DALLAS, TX

Newlands Management Operations LLC reported $18,939,394,383 across 25 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 92.9% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000902664-25-003588

Period
2025-06-30
Reported value
$18.9B
Holdings
25
Top 10 weight
92.9%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CVNAnew+13,985$4.71M
TTANnew+4,566$489K
DDOGadded+1,721$231K

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
ZMreduced-2,025,000-$158M

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, Q2 2025

Share positions as resolved from 13F-HR 0000902664-25-003588, largest first. % of portfolio is the value over $18,939,394,383, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,939,195 shares; 2024Q4: 9,884,614 shares; 2025Q1: 9,920,614 shares; 2025Q2: 9,920,614 shares 9,920,614$7.32B38.66%0Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,885,000 shares; 2024Q4: 24,158,860 shares; 2025Q1: 24,158,860 shares; 2025Q2: 24,158,860 shares 24,158,860$2.26B11.94%0Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,050,680 shares; 2024Q4: 7,050,680 shares; 2025Q1: 7,068,299 shares; 2025Q2: 7,068,299 shares 7,068,299$1.74B9.2%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,589,070 shares; 2024Q4: 6,589,070 shares; 2025Q1: 6,589,070 shares; 2025Q2: 6,589,070 shares 6,589,070$1.45B7.63%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,766,106 shares; 2024Q4: 3,766,106 shares; 2025Q1: 3,766,106 shares; 2025Q2: 3,766,106 shares 3,766,106$1.2B6.32%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,207,074 shares; 2024Q4: 6,207,074 shares; 2025Q1: 6,207,074 shares; 2025Q2: 6,207,074 shares 6,207,074$1.09B5.78%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670,722 shares; 2024Q4: 670,722 shares; 2025Q1: 670,722 shares; 2025Q2: 670,722 shares 670,722$898M4.74%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,325,050 shares; 2024Q4: 6,325,050 shares; 2025Q1: 6,325,050 shares; 2025Q2: 6,325,050 shares 6,325,050$730M3.85%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050,322 shares; 2024Q4: 1,050,322 shares; 2025Q1: 1,050,322 shares; 2025Q2: 1,050,322 shares 1,050,322$522M2.76%0Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,693,590 shares; 2024Q4: 11,693,590 shares; 2025Q1: 11,693,590 shares; 2025Q2: 11,693,590 shares 11,693,590$382M2.02%0Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,363,667 shares; 2024Q4: 1,363,667 shares; 2025Q1: 1,363,667 shares; 2025Q2: 1,363,667 shares 1,363,667$327M1.73%0Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,122,708 shares; 2024Q4: 4,122,708 shares; 2025Q1: 4,122,708 shares; 2025Q2: 4,122,708 shares 4,122,708$321M1.7%0Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,785,588 shares; 2024Q4: 5,785,588 shares; 2025Q1: 5,785,588 shares; 2025Q2: 3,760,588 shares 3,760,588$293M1.55%-2,025,000Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,196,166 shares; 2024Q4: 3,196,166 shares; 2025Q1: 3,196,166 shares; 2025Q2: 3,196,166 shares 3,196,166$292M1.54%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,975 shares; 2024Q4: 248,975 shares; 2025Q1: 248,975 shares; 2025Q2: 248,975 shares 248,975$51.1M0.27%0Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,858 shares; 2024Q4: 269,858 shares; 2025Q1: 269,858 shares; 2025Q2: 269,858 shares 269,858$30.6M0.16%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,740 shares; 2024Q4: 90,740 shares; 2025Q1: 90,740 shares; 2025Q2: 90,740 shares 90,740$16.1M0.08%0Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,757 shares; 2024Q4: 13,757 shares; 2025Q1: 13,757 shares; 2025Q2: 13,757 shares 13,757$4.82M0.03%0Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,985 shares 13,985$4.71M0.02%newTimeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,788 shares; 2025Q1: 19,045 shares; 2025Q2: 19,045 shares 19,045$1.3M0.01%0Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,178 shares; 2025Q1: 4,982 shares; 2025Q2: 6,703 shares 6,703$900K<0.01%+1,721Timeline
BRZEBRAZE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,294 shares; 2024Q4: 23,294 shares; 2025Q1: 23,294 shares; 2025Q2: 23,294 shares 23,294$655K<0.01%0Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,438 shares; 2025Q1: 5,438 shares; 2025Q2: 5,438 shares 5,438$569K<0.01%0Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,076 shares; 2025Q1: 11,076 shares; 2025Q2: 11,076 shares 11,076$500K<0.01%0Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,566 shares 4,566$489K<0.01%newTimeline

How Q2 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 0000902664-25-003588 base2025-08-14acceptance time not in the bulk data set