§ 13F · FUND PROFILE
Newlands Management Operations LLC.
AUM · $16.6B (13F)Positions · 16Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$663K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | 9.66M | $5.4B | 32.9% | −1% |
| 2 | HOOD | ROBINHOOD MKTS INC | 24.16M | $2.4B | 14.6% | ±0% |
| 3 | GOOGL | ALPHABET INC | 6.21M | $2.2B | 13.4% | ±0% |
| 4 | TSLA | TESLA INC | 3.77M | $1.6B | 9.6% | ±0% |
| 5 | AMZN | AMAZON COM INC | 6.59M | $1.6B | 9.5% | ±0% |
| 6 | DASH | DOORDASH INC | 7.07M | $1.3B | 7.9% | ±0% |
| 7 | SHOP | SHOPIFY INC | 6.33M | $722M | 4.4% | ±0% |
| 8 | NFLX | NETFLIX INC | 6.71M | $479M | 2.9% | ±0% |
| 9 | MSFT | MICROSOFT CORP | 1.05M | $392M | 2.4% | ±0% |
| 10 | JD | JD.COM INC | 11.69M | $298M | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEWLANDS SIGNAL
AC read
Newlands Management Operations LLC is a Other fund managing $16.6 billion in assets. The fund runs a focused portfolio of just 16 positions.
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