Newlands Management Operations LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ROBINHOOD MKTS INC(HOOD) | 24,158,860 | 24,158,860 | 0 | 2,261,994,062 | 3,459,065,575 | 16.41% | +1,197,071,513 |
| TESLA INC(TSLA) | 3,766,106 | 3,766,106 | 0 | 1,196,341,232 | 1,674,862,660 | 7.94% | +478,521,428 |
| ALPHABET INC(GOOG) | 6,207,074 | 6,207,074 | 0 | 1,093,872,651 | 1,508,939,689 | 7.16% | +415,067,038 |
| SHOPIFY INC(SHOP) | 6,325,050 | 6,325,050 | 0 | 729,594,518 | 939,965,681 | 4.46% | +210,371,163 |
| DOORDASH INC(DASH) | 7,068,299 | 7,068,299 | 0 | 1,742,406,386 | 1,922,506,645 | 9.12% | +180,100,259 |
| JD.COM INC(JD) | 11,693,590 | 11,693,590 | 0 | 381,678,778 | 409,041,778 | 1.94% | +27,363,000 |
| MICROSOFT CORP(MSFT) | 1,050,322 | 1,050,322 | 0 | 522,440,666 | 544,014,280 | 2.58% | +21,573,614 |
| ALIBABA GROUP HLDG LTD(BABA) | 269,858 | 269,858 | 0 | 30,604,596 | 48,231,720 | 0.23% | +17,627,124 |
| SCHWAB CHARLES CORP(SCHW) | 3,196,166 | 3,196,166 | 0 | 291,618,186 | 305,137,968 | 1.45% | +13,519,782 |
| APPLE INC(AAPL) | 248,975 | 248,975 | 0 | 51,082,201 | 63,396,504 | 0.30% | +12,314,303 |
| ALPHABET INC(GOOG) | 90,740 | 90,740 | 0 | 16,096,369 | 22,099,727 | 0.10% | +6,003,358 |
| FRESHWORKS INC(FRSH) | 0 | 459,619 | +459,619 | 0 | 5,409,716 | 0.03% | +5,409,716 |
| AMAZON COM INC(AMZN) | 6,589,070 | 6,589,070 | 0 | 1,445,576,067 | 1,446,762,100 | 6.86% | +1,186,033 |
| PDD HOLDINGS INC(PDD) | 5,438 | 12,050 | +6,612 | 569,141 | 1,592,649 | 0.01% | +1,023,508 |
| WORKDAY INC(WDAY) | 1,363,667 | 1,363,667 | 0 | 327,280,080 | 328,275,557 | 1.56% | +995,477 |
| SERVICETITAN INC(TTAN) | 4,566 | 11,013 | +6,447 | 489,384 | 1,110,441 | 0.01% | +621,057 |
| CARVANA CO(CVNA) | 13,985 | 13,985 | 0 | 4,712,386 | 5,275,701 | 0.03% | +563,315 |
| GITLAB INC(GTLB) | 11,076 | 17,214 | +6,138 | 499,638 | 776,007 | 0.00% | +276,369 |
| PROCORE TECHNOLOGIES INC(PCOR) | 19,045 | 19,045 | 0 | 1,303,059 | 1,388,761 | 0.01% | +85,702 |
| DATADOG INC(DDOG) | 6,703 | 6,703 | 0 | 900,414 | 954,507 | 0.00% | +54,093 |
| BRAZE INC(BRZE) | 23,294 | 23,294 | 0 | 654,561 | 662,481 | 0.00% | +7,920 |
| COINBASE GLOBAL INC(COIN) | 13,757 | 13,757 | 0 | 4,821,691 | 4,642,850 | 0.02% | -178,841 |
| DOCUSIGN INC(DOCU) | 4,122,708 | 4,122,708 | 0 | 321,117,726 | 297,206,020 | 1.41% | -23,911,706 |
| META PLATFORMS INC(META) | 9,920,614 | 9,920,614 | 0 | 7,322,305,987 | 7,285,500,509 | 34.56% | -36,805,478 |
| NETFLIX INC(NFLX) | 670,722 | 670,722 | 0 | 898,183,952 | 804,142,020 | 3.81% | -94,041,932 |
| ZOOM COMMUNICATIONS INC(ZM) | 3,760,588 | 0 | -3,760,588 | 293,250,652 | 0 | — | -293,250,652 |