Skip to content
Disclosery

Newlands Management Operations LLC

Follow

13F filer, CIK 1908450, DALLAS, TX

Newlands Management Operations LLC reported $19,399,299,845 across 17 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 95.1% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000902664-26-001023

Period
2025-12-31
Reported value
$19.4B
Holdings
17
Top 10 weight
95.1%
New
0
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NFLXadded+6,036,498$566M

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
DOCUreduced-1,200,000-$82.1M
METAreduced-123,200-$81.3M
FRSHexited-459,619-$5.41M
CVNAexited-13,985-$5.28M
PDDexited-12,050-$1.59M

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, Q4 2025

Share positions as resolved from 13F-HR 0000902664-26-001023, largest first. % of portfolio is the value over $19,399,299,845, 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; 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; 2025Q4: 9,797,414 shares 9,797,414$6.47B33.34%-123,200Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 24,158,860 shares 24,158,860$2.73B14.08%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 6,207,074 shares 6,207,074$1.94B10.01%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,766,106 shares 3,766,106$1.69B8.73%0Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 7,068,299 shares 7,068,299$1.6B8.25%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 6,589,070 shares 6,589,070$1.52B7.84%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 6,325,050 shares 6,325,050$1.02B5.25%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670,722 shares; 2024Q4: 670,722 shares; 2025Q1: 670,722 shares; 2025Q2: 670,722 shares; 2025Q3: 670,722 shares; 2025Q4: 6,707,220 shares 6,707,220$629M3.24%+6,036,498Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,050,322 shares 1,050,322$508M2.62%0Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 11,693,590 shares 11,693,590$336M1.73%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,196,166 shares 3,196,166$319M1.65%0Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,363,667 shares 1,363,667$293M1.51%0Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,922,708 shares 2,922,708$200M1.03%-1,200,000Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,975 shares; 2024Q4: 248,975 shares; 2025Q1: 248,975 shares; 2025Q2: 248,975 shares; 2025Q3: 248,975 shares; 2025Q4: 248,975 shares 248,975$67.7M0.35%0Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,858 shares; 2024Q4: 269,858 shares; 2025Q1: 269,858 shares; 2025Q2: 269,858 shares; 2025Q3: 269,858 shares; 2025Q4: 269,858 shares 269,858$39.6M0.2%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,740 shares; 2024Q4: 90,740 shares; 2025Q1: 90,740 shares; 2025Q2: 90,740 shares; 2025Q3: 90,740 shares; 2025Q4: 90,740 shares 90,740$28.5M0.15%0Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,757 shares; 2024Q4: 13,757 shares; 2025Q1: 13,757 shares; 2025Q2: 13,757 shares; 2025Q3: 13,757 shares; 2025Q4: 13,757 shares 13,757$3.11M0.02%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
FRSHFRESHWORKS INC459,619$5.41Mshares
CVNACARVANA CO13,985$5.28Mshares
PDDPDD HOLDINGS INC12,050$1.59Mshares
PCORPROCORE TECHNOLOGIES INC19,045$1.39Mshares
TTANSERVICETITAN INC11,013$1.11Mshares
DDOGDATADOG INC6,703$955Kshares
GTLBGITLAB INC17,214$776Kshares
BRZEBRAZE INC23,294$662Kshares

How Q4 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 0000902664-26-001023 base2026-02-17acceptance time not in the bulk data set