Newlands Management Operations LLC 13F: Quarter-over-Quarter Portfolio Changes
Newlands Management Operations LLC reported a disclosed portfolio value of approximately $16.6 billion in its latest SEC Form 13F-HR filing for Q2 2026, up 7.2% quarter on quarter. Over the quarter, the family office initiated 1 new position, trimmed 1 holding, and exited 1 position.
Newlands Management Operations LLC's top buy was a new stake in Chime Finl INC (CHYM) , equal to 0.0% of the disclosed portfolio. Its top sell was Meta Platforms INC (META) . The family office sold 1.4% of its previously reported shares, reducing the position's portfolio weight by 3.4 percentage points.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| CHIME FINL INC | CHYM | 0.0% | Holders → |
Top SellsQ2 2026
The family office's top sells among positions it retained in Q2 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| META PLATFORMS INC | META | -3.4% | 1.4% | History → |
Full ExitsQ2 2026
Positions present in the prior 13F-HR filing that no longer appear in Q2 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| SCHWAB CHARLES CORP | SCHW | 1.9% |
Net Portfolio Value ChangeQ2 2026
- $15.5BPrior quarter
- $16.6BCurrent quarter
- +$1.1BNet delta
- +7.2%% change
Methodology & FAQ
How Newlands Management Operations LLC Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Newlands Management Operations LLC: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description, including how confidential treatment filings are handled, is documented in the Methodology.
What stocks did Newlands Management Operations LLC buy in Q2 2026?
In Q2 2026, Newlands Management Operations LLC initiated 1 new position (CHIME FINL INC (CHYM)).
What stocks did Newlands Management Operations LLC sell in Q2 2026?
In Q2 2026, Newlands Management Operations LLC fully sold 1 position (SCHWAB CHARLES CORP (SCHW)); reduced holdings in META PLATFORMS INC (META).
Which positions did Newlands Management Operations LLC initiate in Q2 2026?
Newlands Management Operations LLC established 1 new position in Q2 2026: CHIME FINL INC (CHYM, 0.0%).
Which existing positions saw the largest allocation increases for Newlands Management Operations LLC in Q2 2026?
Newlands Management Operations LLC reported no material allocation increases in existing positions in Q2 2026.
Which positions did Newlands Management Operations LLC fully exit in Q2 2026?
Newlands Management Operations LLC fully exited 1 position in Q2 2026: SCHWAB CHARLES CORP (SCHW, last-reported weight 1.9%).
Which existing positions saw the largest allocation reductions for Newlands Management Operations LLC in Q2 2026?
Of 1 existing position with share-count reductions in Q2 2026, the largest were: META PLATFORMS INC (META, -3.4% weight, -1.4% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.