13F value (AUM)
$16.6B
NE
Newlands Management Operations
NEWLANDS MANAGEMENT OPERATIONS LLC
$16.6B
13F long value · 2026-Q2Positions16
CategoryAsset Manager
Quarters tracked9
● #382 of 581 by 13F value
Size rank 4/10
1 EXIT
Snapshot
Newlands Management Operations's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
16
Top 16 weight
100.0%
Quarters tracked
9
Latest 13F filed
Aug 14, 2026
Exits / near-exits
1
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| META | META PLATFORMS INC | 32.9% | $5.4B | 9.7M | +30.2% |
| HOOD | ROBINHOOD MKTS INC | 14.6% | $2.4B | 24.2M | -16.3% |
| GOOGL | ALPHABET INC | 13.4% | $2.2B | 6.2M | -3.6% |
| TSLA | TESLA INC | 9.6% | $1.6B | 3.8M | -11.2% |
| AMZN | AMAZON COM INC | 9.5% | $1.6B | 6.6M | +5.9% |
| DASH | DOORDASH INC | 7.9% | $1.3B | 7.1M | -5.7% |
| SHOP | SHOPIFY INC | 4.4% | $722.2M | 6.3M | +8.8% |
| NFLX | NETFLIX INC | 2.9% | $478.9M | 6.7M | -5.6% |
| MSFT | MICROSOFT CORP | 2.4% | $391.8M | 1.1M | +38.8% |
| JD | JD.COM INC | 1.8% | $298.0M | 11.7M | +16.8% |
| AAPL | APPLE INC | 0.4% | $72.0M | 249.0K | +15.5% |
| GOOG | ALPHABET INC | 0.2% | $32.1M | 90.7K | -1.4% |
| BABA | ALIBABA GROUP HLDG LTD | 0.2% | $25.9M | 269.9K | +38.1% |
| COIN | COINBASE GLOBAL INC | 0.0% | $2.0M | 13.8K | +34.5% |
| CHYM | CHIME FINL INC | 0.0% | $663.1K | 32.4K | +7.8% |
Quarterly changes — 2026-Q2
What Newlands Management Operations opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| EXIT | SCHW | SCHWAB CHARLES CORP | 3.2M | 0 | -100.0% | -$300.4M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.