$3.8 Billion is the total value of Newlands Management Operations LLC's 25 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | New | META PLATFORMS INCcl a | $1,125,635,690 | – | 9,353,795 | +100.0% | 29.61% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $315,841,343 | – | 3,579,750 | +100.0% | 8.31% | – |
| AMZN | New | AMAZON COM INC | $304,352,160 | – | 3,623,240 | +100.0% | 8.00% | – |
| TSLA | New | TESLA INC | $259,106,666 | – | 2,103,480 | +100.0% | 6.82% | – |
| MSFT | New | MICROSOFT CORP | $251,888,222 | – | 1,050,322 | +100.0% | 6.62% | – |
| WDAY | New | WORKDAY INCcl a | $228,182,399 | – | 1,363,667 | +100.0% | 6.00% | – |
| SHOP | New | SHOPIFY INCcl a | $219,542,486 | – | 6,325,050 | +100.0% | 5.77% | – |
| NFLX | New | NETFLIX INC | $197,782,503 | – | 670,722 | +100.0% | 5.20% | – |
| DASH | New | DOORDASH INCcl a | $176,726,008 | – | 3,619,951 | +100.0% | 4.65% | – |
| SNOW | New | SNOWFLAKE INCcl a | $167,308,502 | – | 1,165,588 | +100.0% | 4.40% | – |
| JD | New | JD.COM INCspon adr cl a | $134,413,950 | – | 2,394,690 | +100.0% | 3.54% | – |
| DOCU | New | DOCUSIGN INC | $114,399,571 | – | 2,064,229 | +100.0% | 3.01% | – |
| BILL | New | BILL COM HLDGS INC | $79,061,485 | – | 725,601 | +100.0% | 2.08% | – |
| CRM | New | SALESFORCE INC | $66,376,941 | – | 500,618 | +100.0% | 1.75% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $44,637,341 | – | 658,951 | +100.0% | 1.17% | – |
| KHC | New | KRAFT HEINZ CO | $36,255,797 | – | 890,587 | +100.0% | 0.95% | – |
| AAPL | New | APPLE INC | $32,349,322 | – | 248,975 | +100.0% | 0.85% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $23,771,791 | – | 269,858 | +100.0% | 0.62% | – |
| New | ROBINHOOD MKTS INC | $12,211,164 | – | 1,500,143 | +100.0% | 0.32% | – | |
| GOOG | New | ALPHABET INCcap stk cl c | $8,051,360 | – | 90,740 | +100.0% | 0.21% | – |
| PYPL | New | PAYPAL HLDGS INC | $1,335,375 | – | 18,750 | +100.0% | 0.04% | – |
| MRNA | New | MODERNA INC | $1,087,240 | – | 6,053 | +100.0% | 0.03% | – |
| DDOG | New | DATADOG INC | $884,499 | – | 12,034 | +100.0% | 0.02% | – |
| COIN | New | COINBASE GLOBAL INC | $486,860 | – | 13,757 | +100.0% | 0.01% | – |
| CXM | New | SPRINKLR INCcl a | $244,896 | – | 29,975 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| META PLATFORMS INC | 4 | Q3 2023 | 35.6% |
| TESLA INC | 4 | Q3 2023 | 10.5% |
| AMAZON COM INC | 4 | Q3 2023 | 9.1% |
| ALPHABET INC | 4 | Q3 2023 | 8.7% |
| DOORDASH INC | 4 | Q3 2023 | 6.0% |
| MICROSOFT CORP | 4 | Q3 2023 | 6.6% |
| SHOPIFY INC | 4 | Q3 2023 | 5.8% |
| WORKDAY INC | 4 | Q3 2023 | 6.0% |
| NETFLIX INC | 4 | Q3 2023 | 5.2% |
| SNOWFLAKE INC | 4 | Q3 2023 | 4.4% |
View Newlands Management Operations LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
View Newlands Management Operations LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.