Newlands Management Operations (Suren Senanayake) latest 13F portfolio: 16 holdings worth $15.5B as of Q1 2026.
Backtested since 2023: mirroring Newlands Management Operations's reported 13F equity holdings each quarter would have returned +158.0% versus +92.0%for the S&P 500 (+31.4% annualized). See the Performance tab for the full equity curve.
Investor: Suren Senanayake
Number of Assets: 16
Reporting Period: Q1 - 2026
Holdings at Report: $15,454,082,773
Return $ Since Report: +$1,945,936,031
Return % Since Report: +12.59%
Company | Position | Activity | Shares | Port. % | Rep. Price | Curr. Price | Rep. Value | Curr. Value | Return Value | Return % |
|---|---|---|---|---|---|---|---|---|---|---|
| Alibaba Group Holding Limited (BABA) | Equity | 0% | 269,858 | 0.22% | $125.46 | $127.30 | $33,856,385 | $34,352,923 | +$496,538 | +1.47% |
| Amazon.com Inc. (AMZN) | Equity | 0% | 6,589,070 | 8.88% | $208.27 | $284.02 | $1,372,305,609 | $1,871,427,661 | +$499,122,052 | +36.37% |
| Microsoft Corp. (MSFT) | Equity | 0% | 1,050,322 | 2.52% | $370.17 | $487.65 | $388,797,695 | $512,189,523 | +$123,391,828 | +31.74% |
| Netflix Inc. (NFLX) | Equity | 0% | 6,707,220 | 4.17% | $96.15 | $73.33 | $644,899,203 | $491,840,443 | -$153,058,760 | -23.73% |
| The Charles Schwab Corp. (SCHW) | Equity | 0% | 3,196,166 | 1.94% | $93.98 | $105.87 | $300,375,681 | $338,378,094 | +$38,002,413 | +12.65% |
| Alphabet Inc. (GOOG) | Equity | 0% | 90,740 | 0.17% | $286.86 | $372.47 | $26,029,676 | $33,797,928 | +$7,768,252 | +29.84% |
| Doordash Inc. (DASH) | Equity | 0% | 7,068,299 | 6.87% | $150.15 | $200.50 | $1,061,305,095 | $1,417,193,950 | +$355,888,855 | +33.53% |
| Meta Platforms Inc. (META) | Equity | 0% | 9,797,414 | 36.27% | $572.13 | $590.24 | $5,605,394,472 | $5,782,825,639 | +$177,431,167 | +3.17% |
| Robinhood Markets Inc. (HOOD) | Equity | 0% | 24,158,860 | 10.83% | $69.30 | $90.34 | $1,674,208,998 | $2,182,511,412 | +$508,302,414 | +30.36% |
| Shopify Inc. (SHOP) | Equity | 0% | 6,325,050 | 4.85% | $118.62 | $117.01 | $750,277,431 | $740,094,101 | -$10,183,331 | -1.36% |
| Apple Inc. (AAPL) | Equity | 0% | 248,975 | 0.41% | $253.79 | $303.42 | $63,187,365 | $75,543,995 | +$12,356,630 | +19.56% |
| Coinbase Global Inc. (COIN) | Equity | 0% | 13,757 | 0.02% | $174.61 | $146.50 | $2,402,110 | $2,015,401 | -$386,710 | -16.10% |
| JD.com Inc. (JD) | Equity | 0% | 11,693,590 | 2.24% | $29.57 | $33.02 | $345,779,456 | $386,122,342 | +$40,342,886 | +11.67% |
| Moderna Inc. (MRNA) | Equity | +100% | 6,053 | 0.00% | $50.80 | $55.14 | $307,492 | $333,762 | +$26,270 | +8.54% |
| Tesla Inc. (TSLA) | Equity | 0% | 3,766,106 | 9.06% | $371.75 | $322.08 | $1,400,049,906 | $1,212,987,420 | -$187,062,486 | -13.36% |
| Alphabet Inc. (GOOGL) | Equity | 0% | 6,207,074 | 11.55% | $287.56 | $373.51 | $1,784,906,199 | $2,318,404,210 | +$533,498,011 | +29.89% |