Managers / Q1 2026
Newlands Management Operations LLC
CIK 0001908450 · 2001 ROSS AVENUE 700-141, DALLAS, TX, 75201 · 214-838-0650
Reported Value
$15.5B
Q1 2026
Positions
16
Filings on Record
14
2019–present window
Filed
May 15, 2026
original filing
Summary
Newlands Management Operations Llc reported $15.5B in U.S.-listed holdings across 16 positions for Q1 2026.
The portfolio is heavily concentrated: META alone accounts for 36.3% of reported value.
Compared with Q4 2025, the fund opened 1 new position and exited 2.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 97.5% · $15.1B
- ADR · 2.5% · $380M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $15.5B | 16 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $19.4B | 17 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $21.1B | 25 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $18.9B | 25 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $14.8B | 23 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $15.9B | 25 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $13.8B | 21 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $12.1B | 20 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $12.4B | 30 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $10.9B | 29 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $9.4B | 29 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $9.4B | 30 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $5.6B | 26 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $3.80T | 25 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.