Newlands Management Operations LLC
CIK: 0001908450SEC EDGAR →
Portfolio Value
$19.4M
Holdings
17
As of
Q4 2025
New Positions
1
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ROBINHOOD MKTS INC | 24,158,860 | $2.7B | 14084.87% |
| 2 | ALPHABET INC | 6,207,074 | $1.9B | 10014.87% |
| 3 | TESLA INC | 3,766,106 | $1.7B | 8730.69% |
| 4 | DOORDASH INC | 7,068,299 | $1.6B | 8251.99% |
| 5 | AMAZON COM INC | 6,589,070 | $1.5B | 7839.92% |
| 6 | SHOPIFY INC | 6,325,050 | $1.0B | 5248.35% |
| 7 | NETFLIX INC | 6,707,220 | $628.9M | 3241.70% |
| 8 | MICROSOFT CORP | 1,050,322 | $508.0M | 2618.42% |
| 9 | JD.COM INC | 11,693,590 | $335.6M | 1729.99% |
| 10 | SCHWAB CHARLES CORP | 3,196,166 | $319.3M | 1646.08% |
Quarterly Changes
Top Buys
NFLX↑ Increased
$628.1M
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Communication Services | 5 | $4.2B | 32.5% |
| Consumer Cyclical | 4 | $3.6B | 27.7% |
| Financial Services | 3 | $3.1B | 23.6% |
| Technology | 5 | $2.1B | 16.1% |