NM
Newlands Management Operations LLC — 13F Portfolio Changes & Top Buys (Q2 2026)
Newlands Management Operations LLCCIK: 0001908450
Sector-focusedQuality / disciplined sizingConcentrated strategy
Total reported value
$16.6B
Reporting period: 2026-06-30 · Number of holdings: 16
Newlands Management Operations LLC disclosed 16 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $16.6B and a quarterly turnover rate of 15.8%.
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Personality snowflake
- Concentration
- 70.1
- Portfolio Stability
- 15.85
- Momentum
- 46
- Sector conviction
- 100
- Diversification
- 32
- Sizing Uniformity
- 86.13
Newlands Management Operations LLC's disclosed holdings carry a Herfindahl concentration index of 0.175 — mathematically equivalent to about 6 equally-sized positions, well below its 16 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.39), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd HOOD
0.0% $748.4M
Trim META
-1.4% -$161.5M
Sold out SCHW
Add GOOGL
0.0% $433.3M
Trim NFLX
0.0% -$166.0M
Add DASH
0.0% $243.0M
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
This quarter, the institution actively trimmed its META position (weight down from 36.27% to 32.86%), exited SCHW entirely, and initiated a negligible new position in CHYM. With turnover at only ~15.9%, the moves appear to be targeted de-risking rather than a broad portfolio rotation.
Macro & Fundamentals
The sector mix is heavily tilted toward Communication Services (49.3%) and Consumer Discretionary (28.9%), together ~78% of the portfolio. This allocation may align with a continued conviction in large-cap tech/platform earnings resilience, though the data is too thin to confirm any macro-driven thesis.
Blind Spots / Risks
Extreme concentration (HHI 0.175, CV 1.39) means the top few names dominate risk. The clean exit from SCHW removes the only meaningful financial-sector exposure (now 14.6%), leaving the book highly exposed to a sharp repricing in tech/consumer names without a defensive or rate-sensitive offset.
This narrative is generated by AI from data disclosed in this institution's SEC EDGAR Form 13F filings and describes past holdings only. It is not a recommendation to buy or sell any security; the source filing is linked below. View the original 2026-06-30 Form 13F filing on SEC.gov
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 32.86% | -3.41% | -1.36% | |
| 2 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 14.62% | +3.79% | — | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 13.39% | +1.84% | — | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 9.56% | +0.50% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.48% | +0.60% | — | |
| 6 | DASH | Doordash Inc - A | Stock-Consumer Disc | 7.87% | +1.00% | — | |
| 7 | SHOP | Shopify Inc - Class A | Stock-Tech | 4.36% | -0.49% | — | |
| 8 | NFLX | Netflix Inc | Stock-Comm Services | 2.89% | -1.28% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | -0.16% | — | |
| 10 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 1.80% | -0.44% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.43% | +0.02% | — | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.02% | — | |
| 13 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.16% | -0.06% | — | |
| 14 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.01% | -0.01% | — | |
| 15 | CHYM | Chime Financial Inc-cl A | Stock-Other | — | — | NEW | |
| 16 | MRNA | Moderna Inc | Stock-Healthcare | — | — | — |
Portfolio Performance
Performance for Q3 2026
+0.1%
Performance Last 4 Quarters
-3.8%
- Stdev
- +25.4%
- Beta
- +1.62
- Alpha
- -6.4%
- Max Drawdown
- -24.3%
- Annualized Perf
- +25.4%
- Batting Avg vs S&P
- +50%
- Sortino
- +1.96
- Stutzer
- +0.3
- Treynor
- +0.16
- Sterling
- +0.97
- Calmar
- +1.04
- Information Ratio
- +0.36
- Tracking Error
- +16.4%
- Stdev Down
- +13.2%
- Winning Months %
- +58.3%
- Losing Months %
- +41.7%
- Best 12 Months
- +65.8%
- Worst 12 Months
- -10.7%
- Efficiency Ratio
- +0.44
- Sharpe
- +1.02
- Stdev Sectors
- +17.5%
- Skewness
- +0.04
- Kurtosis
- -0.93
- Upside Potential
- +3.74
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Newlands Management Operations LLC's most significant position changes for 2026-06-30: Sold out: Schwab (charles) CORP (SCHW); New buy: Chime Financial Inc-cl A (CHYM); Trim: Meta Platforms Inc-class A (META) — shares -1.36%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HOOD | Robinhood Markets Inc - A | +3.8% | — | Unchanged |
| 2 | GOOGL | Alphabet Inc-cl A | +1.8% | — | Unchanged |
| 3 | DASH | Doordash Inc - A | +1% | — | Unchanged |
| 4 | AMZN | Amazon.com Inc | +0.6% | — | Unchanged |
| 5 | TSLA | Tesla Inc | +0.5% | — | Unchanged |
| 6 | AAPL | Apple Inc | 0% | — | Unchanged |
| 7 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 8 | CHYM | Chime Financial Inc-cl A | — | NEW | New buy |
| 9 | MRNA | Moderna Inc | — | — | Unchanged |
| 10 | COIN | Coinbase Global Inc -class A | 0% | — | Unchanged |
| 11 | BABA | Alibaba Group Holding-sp Adr | -0.1% | — | Unchanged |
| 12 | MSFT | Microsoft CORP | -0.2% | — | Unchanged |
| 13 | JD | Jd.com Inc-adr | -0.4% | — | Unchanged |
| 14 | SHOP | Shopify Inc - Class A | -0.5% | — | Unchanged |
| 15 | NFLX | Netflix Inc | -1.3% | — | Unchanged |
| 16 | SCHW | Schwab (charles) CORP | -1.9% | EXIT | Sold out |
| 17 | META | Meta Platforms Inc-class A | -3.4% | -1.36% | Trim |
Filing History
FAQ
What is Newlands Management Operations LLC and what type of investor is it?
Newlands Management Operations LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $16.6B, spread across 16 disclosed positions.
What are Newlands Management Operations LLC's largest equity positions?
Based on the latest 13F filing, Newlands Management Operations LLC's top holdings by market value are:
1. Meta Platforms Inc-class A (META) — $5.4B (32.9%)
2. Robinhood Markets Inc - A (HOOD) — $2.4B (14.6%)
3. Alphabet Inc-cl A (GOOGL) — $2.2B (13.4%)
4. Tesla Inc (TSLA) — $1.6B (9.6%)
5. Amazon.com Inc (AMZN) — $1.6B (9.5%)
What changes did Newlands Management Operations LLC make in its most recent portfolio filing?
In the latest reported quarter, Newlands Management Operations LLC made 3 notable position adjustments: 1 new positions were initiated, 0 existing holdings were added to, 1 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Schwab (charles) CORP (SCHW); New buy: Chime Financial Inc-cl A (CHYM); Trim: Meta Platforms Inc-class A (META) — shares -1.36%
What sectors does Newlands Management Operations LLC focus on?
Newlands Management Operations LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Communication Services: 49.3%
• Consumer Discretionary: 28.9%
• Financials: 14.6%
• Information Technology: 7.2%
• Health Care: 0.0%
Investment Profile
Newlands Management Operations LLC returned an annualized 25.4% over the trailing 36 months — underperforming the S&P 500 by 6.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.62 (more volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding, with 49.3% of the portfolio concentrated in Communication Services.
Its turnover score has risen from 0 to 16 over the past 4 quarters — a shift toward more active trading.
It has trimmed its META position for two straight quarters, cutting it by $1.0B while still holding $5.4B.
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