# Newlands Management Operations LLC: Form 13F holdings

An institutional investment manager in DALLAS, TX. SEC CIK 1908450.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $16.57bn
- Positions: 16 (16 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1908450/000090266426003458/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $5.44bn | 32.9% | 9,664,414 |  | Reduced −133,000 |
| [ROBINHOOD MKTS INC (HOOD)](/companies/hood.md) | COM CL A | $2.42bn | 14.6% | 24,158,860 |  | Unchanged |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $2.22bn | 13.4% | 6,207,074 |  | Unchanged |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $1.58bn | 9.6% | 3,766,106 |  | Unchanged |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $1.57bn | 9.5% | 6,589,070 |  | Unchanged |
| [DOORDASH INC (DASH)](/companies/dash.md) | CL A | $1.30bn | 7.9% | 7,068,299 |  | Unchanged |
| [SHOPIFY INC (SHOP)](/companies/shop.md) | CL A SUB VTG SHS | $722.2m | 4.4% | 6,325,050 |  | Unchanged |
| [NETFLIX INC (NFLX)](/companies/nflx.md) | COM | $478.9m | 2.9% | 6,707,220 |  | Unchanged |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $391.8m | 2.4% | 1,050,322 |  | Unchanged |
| [JD.COM INC (JD)](/companies/jd.md) | SPON ADS CL A | $298.0m | 1.8% | 11,693,590 |  | Unchanged |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $72.0m | 0.4% | 248,975 |  | Unchanged |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $32.1m | 0.2% | 90,740 |  | Unchanged |
| [ALIBABA GROUP HLDG LTD (BABA)](/companies/baba.md) | SPONSORED ADS | $25.9m | 0.2% | 269,858 |  | Unchanged |
| [COINBASE GLOBAL INC (COIN)](/companies/coin.md) | COM CL A | $2.0m | <0.1% | 13,757 |  | Unchanged |
| [CHIME FINL INC (CHYM)](/companies/chym.md) | COM SHS CL A | $663.1k | <0.1% | 32,376 |  | New +32,376 |
| [MODERNA INC (MRNA)](/companies/mrna.md) | COM | $423.9k | <0.1% | 6,053 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [SCHWAB CHARLES CORP (SCHW)](/companies/schw.md) | COM | $0 | 0.0% | 0 |  | Sold out −3,196,166 |

Source: SEC EDGAR, Form 13F-HR, accession 0000902664-26-003458. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.