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Newlands Management Operations LLC

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13F filer, CIK 1908450, DALLAS, TX

Newlands Management Operations LLC reported $21,080,961,546 across 25 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 94.85% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000902664-25-004933

Period
2025-09-30
Reported value
$21.1B
Holdings
25
Top 10 weight
94.85%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FRSHnew+459,619$5.41M
PDDadded+6,612$874K
TTANadded+6,447$650K
GTLBadded+6,138$277K

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
ZMexited-3,760,588-$293M

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, Q3 2025

Share positions as resolved from 13F-HR 0000902664-25-004933, largest first. % of portfolio is the value over $21,080,961,546, 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; 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; 2025Q3: 9,920,614 shares 9,920,614$7.29B34.56%0Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 24,158,860 shares 24,158,860$3.46B16.41%0Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 7,068,299 shares 7,068,299$1.92B9.12%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,766,106 shares 3,766,106$1.67B7.94%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,207,074 shares 6,207,074$1.51B7.16%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,589,070 shares 6,589,070$1.45B6.86%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,325,050 shares 6,325,050$940M4.46%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670,722 shares; 2024Q4: 670,722 shares; 2025Q1: 670,722 shares; 2025Q2: 670,722 shares; 2025Q3: 670,722 shares 670,722$804M3.81%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,050,322 shares 1,050,322$544M2.58%0Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 11,693,590 shares 11,693,590$409M1.94%0Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,363,667 shares 1,363,667$328M1.56%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,196,166 shares 3,196,166$305M1.45%0Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,122,708 shares 4,122,708$297M1.41%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,975 shares; 2024Q4: 248,975 shares; 2025Q1: 248,975 shares; 2025Q2: 248,975 shares; 2025Q3: 248,975 shares 248,975$63.4M0.3%0Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,858 shares; 2024Q4: 269,858 shares; 2025Q1: 269,858 shares; 2025Q2: 269,858 shares; 2025Q3: 269,858 shares 269,858$48.2M0.23%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,740 shares; 2024Q4: 90,740 shares; 2025Q1: 90,740 shares; 2025Q2: 90,740 shares; 2025Q3: 90,740 shares 90,740$22.1M0.1%0Timeline
FRSHFRESHWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 459,619 shares 459,619$5.41M0.03%newTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,985 shares; 2025Q3: 13,985 shares 13,985$5.28M0.03%0Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,757 shares; 2024Q4: 13,757 shares; 2025Q1: 13,757 shares; 2025Q2: 13,757 shares; 2025Q3: 13,757 shares 13,757$4.64M0.02%0Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,438 shares; 2025Q1: 5,438 shares; 2025Q2: 5,438 shares; 2025Q3: 12,050 shares 12,050$1.59M0.01%+6,612Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,788 shares; 2025Q1: 19,045 shares; 2025Q2: 19,045 shares; 2025Q3: 19,045 shares 19,045$1.39M0.01%0Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,566 shares; 2025Q3: 11,013 shares 11,013$1.11M0.01%+6,447Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,178 shares; 2025Q1: 4,982 shares; 2025Q2: 6,703 shares; 2025Q3: 6,703 shares 6,703$955K<0.01%0Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,076 shares; 2025Q1: 11,076 shares; 2025Q2: 11,076 shares; 2025Q3: 17,214 shares 17,214$776K<0.01%+6,138Timeline
BRZEBRAZE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,294 shares; 2024Q4: 23,294 shares; 2025Q1: 23,294 shares; 2025Q2: 23,294 shares; 2025Q3: 23,294 shares 23,294$662K<0.01%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
ZMZOOM COMMUNICATIONS INC3,760,588$293Mshares

How Q3 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 0000902664-25-004933 base2025-11-14acceptance time not in the bulk data set