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Newlands Management Operations LLC

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13F filer, CIK 1908450, DALLAS, TX

Newlands Management Operations LLC reported $15,454,082,773 across 16 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 97.24% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000902664-26-002459

Period
2026-03-31
Reported value
$15.5B
Holdings
16
Top 10 weight
97.24%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MRNAnew+6,053$307K

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
WDAYexited-1,363,667-$293M
DOCUexited-2,922,708-$200M

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 2026

Share positions as resolved from 13F-HR 0000902664-26-002459, largest first. % of portfolio is the value over $15,454,082,773, 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; 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; 2026Q1: 9,797,414 shares 9,797,414$5.61B36.27%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,207,074 shares 6,207,074$1.78B11.55%0Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 24,158,860 shares 24,158,860$1.67B10.83%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,766,106 shares 3,766,106$1.4B9.06%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,589,070 shares 6,589,070$1.37B8.88%0Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,068,299 shares 7,068,299$1.06B6.87%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,325,050 shares 6,325,050$750M4.85%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,707,220 shares 6,707,220$645M4.17%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,050,322 shares 1,050,322$389M2.52%0Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,693,590 shares 11,693,590$346M2.24%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,196,166 shares 3,196,166$300M1.94%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 248,975 shares 248,975$63.2M0.41%0Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 269,858 shares 269,858$33.9M0.22%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 90,740 shares 90,740$26M0.17%0Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,757 shares 13,757$2.4M0.02%0Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,053 shares; 2024Q4: 6,053 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,053 shares 6,053$307K<0.01%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
WDAYWORKDAY INC1,363,667$293Mshares
DOCUDOCUSIGN INC2,922,708$200Mshares

How Q1 2026 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 0000902664-26-002459 base2026-05-15acceptance time not in the bulk data set