Newlands Management Operations (Suren Senanayake) latest 13F portfolio: 16 holdings worth $16.6B as of Q2 2026.
Backtested since 2023: mirroring Newlands Management Operations's reported 13F equity holdings each quarter would have returned +195.2% versus +96.5%for the S&P 500 (+35.0% annualized). See the Performance tab for the full equity curve.
Investor: Suren Senanayake
Number of Assets: 16
Reporting Period: Q2 - 2026
Holdings at Report: $16,567,453,751
Return $ Since Report: +$2,670,055,649
Return % Since Report: +16.12%
Company | Position | Activity | Shares | Port. % | Rep. Price | Curr. Price | Rep. Value | Curr. Value | Return Value | Return % |
|---|---|---|---|---|---|---|---|---|---|---|
| Coinbase Global Inc. (COIN) | Equity | 0% | 13,757 | 0.01% | $146.19 | $200.50 | $2,011,136 | $2,758,279 | +$747,143 | +37.15% |
| Moderna Inc. (MRNA) | Equity | 0% | 6,053 | 0.00% | $70.03 | $182.68 | $423,892 | $1,105,762 | +$681,870 | +160.86% |
| Shopify Inc. (SHOP) | Equity | 0% | 6,325,050 | 4.36% | $114.18 | $147.73 | $722,194,209 | $934,399,637 | +$212,205,428 | +29.38% |
| Robinhood Markets Inc. (HOOD) | Equity | 0% | 24,158,860 | 14.62% | $100.28 | $124.44 | $2,422,650,481 | $3,006,328,538 | +$583,678,057 | +24.09% |
| Alibaba Group Holding Limited (BABA) | Equity | 0% | 269,858 | 0.16% | $95.98 | $116.28 | $25,900,971 | $31,377,739 | +$5,476,768 | +21.15% |
| Amazon.com Inc. (AMZN) | Equity | 0% | 6,589,070 | 9.48% | $238.34 | $254.17 | $1,570,438,944 | $1,674,743,922 | +$104,304,978 | +6.64% |
| JD.com Inc. (JD) | Equity | 0% | 11,693,590 | 1.80% | $25.48 | $27.38 | $297,952,673 | $320,170,494 | +$22,217,821 | +7.46% |
| Alphabet Inc. (GOOG) | Equity | 0% | 90,740 | 0.19% | $353.33 | $347.28 | $32,061,164 | $31,512,187 | -$548,977 | -1.71% |
| Chime Financial Inc. (CHYM) | Equity | +100% | 32,376 | 0.00% | $20.48 | $29.39 | $663,060 | $951,531 | +$288,471 | +43.51% |
| Microsoft Corp. (MSFT) | Equity | 0% | 1,050,322 | 2.36% | $373.02 | $496.95 | $391,791,112 | $521,957,518 | +$130,166,406 | +33.22% |
| Alphabet Inc. (GOOGL) | Equity | 0% | 6,207,074 | 13.39% | $357.37 | $351.78 | $2,218,222,035 | $2,183,524,492 | -$34,697,543 | -1.56% |
| Apple Inc. (AAPL) | Equity | 0% | 248,975 | 0.43% | $289.36 | $341.42 | $72,043,406 | $85,005,045 | +$12,961,639 | +17.99% |
| Meta Platforms Inc. (META) | Equity | -1.36% | 9,664,414 | 32.86% | $563.29 | $741.81 | $5,443,867,762 | $7,169,158,949 | +$1,725,291,187 | +31.69% |
| Doordash Inc. (DASH) | Equity | 0% | 7,068,299 | 7.87% | $184.53 | $194.00 | $1,304,313,214 | $1,371,250,006 | +$66,936,792 | +5.13% |
| Netflix Inc. (NFLX) | Equity | 0% | 6,707,220 | 2.89% | $71.40 | $71.69 | $478,895,508 | $480,807,066 | +$1,911,558 | +0.40% |
| Tesla Inc. (TSLA) | Equity | 0% | 3,766,106 | 9.56% | $420.60 | $377.70 | $1,584,024,184 | $1,422,458,236 | -$161,565,948 | -10.20% |