Newlands Management Operations LLC: ALPHABET CL A (GOOGL): Quarterly 13F Position History
As of Q1 2026, Newlands Management Operations LLC reported 6,207,074 shares of ALPHABET CL A (GOOGL), worth $1.8B and representing 11.5% of its 13F equity book. The position first appeared in Q4 2022 and has been disclosed across 14 13F-HR filings in Pactolio's tracked window.
- 6,207,074Shares Held (Latest Filing)
- $1.8BReported Market Value (Latest Filing)
- 11.5%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$157.9MQuarter-over-Quarter Value Change
- 6,207,074Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 14 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 6,207,074 | 0 | — | $1.8B | 11.5% | $287.6 |
| Q4 2025 | 6,207,074 | 0 | — | $1.9B | 10.0% | $313.0 |
| Q3 2025 | 6,207,074 | 0 | — | $1.5B | 7.2% | $243.1 |
| Q2 2025 | 6,207,074 | 0 | — | $1.1B | 5.8% | $176.2 |
| Q1 2025 | 6,207,074 | 0 | — | $959.9M | 6.5% | $154.6 |
| Q4 2024 | 6,207,074 | 0 | — | $1.2B | 7.4% | $189.3 |
| Q3 2024 | 6,207,074 | 0 | — | $1.0B | 7.4% | $165.8 |
| Q2 2024 | 6,207,074 | 0 | — | $1.1B | 9.3% | $182.2 |
| Q1 2024 | 6,207,074 | 0 | — | $936.8M | 7.6% | $150.9 |
| Q4 2023 | 6,207,074 | 0 | — | $867.1M | 8.0% | $139.7 |
| Q3 2023 | 6,207,074 | 0 | — | $812.3M | 8.7% | $130.9 |
| Q2 2023 | 6,207,074 | +1,883,658 | +43.6% | $743.0M | 7.9% | $119.7 |
| Q1 2023 | 4,323,416 | +743,666 | +20.8% | $448.5M | 8.0% | $103.7 |
| Q4 2022 | 3,579,750 | — | — | $315.8M | 8.3% | $88.2 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Newlands Management Operations LLC first disclose a GOOGL position in 13F-HR filings?
Newlands Management Operations LLC first reported ALPHABET CL A (GOOGL) on its 13F-HR filing for the period ending 2022-12-31 (Q4 2022). The position has appeared on 14 reported quarters within Pactolio's tracked window.
What was Newlands Management Operations LLC's most recent quarter-over-quarter share-count change in GOOGL?
Newlands Management Operations LLC held the same 6,207,074 shares of GOOGL between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Newlands Management Operations LLC's cost basis in GOOGL?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.