Vault-13

Newlands Management Operations LLC

DALLAS, TX · CIK 1908450 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$16.6bn reported value +7.2% vs Q1 2026
16positions
99.2%in top 10
1 new 0 added 1 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 META PLATFORMS INC CL A META META 9,664,414 $5.4bn32.86% 32.86% ReducedShares held: Q3 2025 9.9m, Q4 2025 9.8m, Q1 2026 9.8m, Q2 2026 9.7m -133.0k -133,000 -1.4%
2 ROBINHOOD MKTS INC COM CL A HOOD HOOD 24,158,860 $2.4bn14.62% 14.62% UnchangedShares held: Q3 2025 24.2m, Q4 2025 24.2m, Q1 2026 24.2m, Q2 2026 24.2m
3 ALPHABET INC CAP STK CL A GOOGL GOOGL 6,207,074 $2.2bn13.39% 13.39% UnchangedShares held: Q3 2025 6.2m, Q4 2025 6.2m, Q1 2026 6.2m, Q2 2026 6.2m
4 TESLA INC COM TSLA TSLA 3,766,106 $1.6bn9.56% 9.56% UnchangedShares held: Q3 2025 3.8m, Q4 2025 3.8m, Q1 2026 3.8m, Q2 2026 3.8m
5 AMAZON COM INC COM AMZN AMZN 6,589,070 $1.6bn9.48% 9.48% UnchangedShares held: Q3 2025 6.6m, Q4 2025 6.6m, Q1 2026 6.6m, Q2 2026 6.6m
6 DOORDASH INC CL A DASH DASH 7,068,299 $1.3bn7.87% 7.87% UnchangedShares held: Q3 2025 7.1m, Q4 2025 7.1m, Q1 2026 7.1m, Q2 2026 7.1m
7 SHOPIFY INC CL A SUB VTG SHS SHOP SHOP 6,325,050 $722.2m4.36% 4.36% UnchangedShares held: Q3 2025 6.3m, Q4 2025 6.3m, Q1 2026 6.3m, Q2 2026 6.3m
8 NETFLIX INC COM NFLX NFLX 6,707,220 $478.9m2.89% 2.89% UnchangedShares held: Q3 2025 6.7m, Q4 2025 6.7m, Q1 2026 6.7m, Q2 2026 6.7m
9 MICROSOFT CORP COM MSFT MSFT 1,050,322 $391.8m2.36% 2.36% UnchangedShares held: Q3 2025 1.1m, Q4 2025 1.1m, Q1 2026 1.1m, Q2 2026 1.1m
10 JD.COM INC SPON ADS CL A JD JD 11,693,590 $298.0m1.80% 1.80% UnchangedShares held: Q3 2025 11.7m, Q4 2025 11.7m, Q1 2026 11.7m, Q2 2026 11.7m
11 APPLE INC COM AAPL AAPL 248,975 $72.0m0.43% 0.43% UnchangedShares held: Q3 2025 249.0k, Q4 2025 249.0k, Q1 2026 249.0k, Q2 2026 249.0k
12 ALPHABET INC CAP STK CL C GOOG GOOG 90,740 $32.1m0.19% 0.19% UnchangedShares held: Q3 2025 90.7k, Q4 2025 90.7k, Q1 2026 90.7k, Q2 2026 90.7k
13 ALIBABA GROUP HLDG LTD SPONSORED ADS BABA BABA 269,858 $25.9m0.16% 0.16% UnchangedShares held: Q3 2025 269.9k, Q4 2025 269.9k, Q1 2026 269.9k, Q2 2026 269.9k
14 COINBASE GLOBAL INC COM CL A COIN COIN 13,757 $2.0m0.01% 0.01% UnchangedShares held: Q3 2025 13.8k, Q4 2025 13.8k, Q1 2026 13.8k, Q2 2026 13.8k
15 CHIME FINL INC COM SHS CL A CHYM CHYM 32,376 $663.1k0.00% 0.00% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 32.4k
16 MODERNA INC COM MRNA MRNA 6,053 $423.9k0.00% 0.00% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 6.1k, Q2 2026 6.1k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
SCHWAB CHARLES CORP SCHW SCHW 3,196,166 $300.4m3.2m shares