Activity Feed

Free — 5 of 11

Data as of Q4 2025

All position changes for Newlands Management Operations LLC. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	META Meta Platforms Inc	Decreased	9.8M	-1.2%	$6.5B	33.3%	0
2025-Q4	NFLX Netflix Inc	Increased	6.7M	+900.0%	$628.9M	3.2%	96
2025-Q4	DOCU Docusign Inc	Decreased	2.9M	-29.1%	$199.9M	1.0%	0
2025-Q4	FRSH FRESHWORKS INC C	Exited	0	-100.0%	$0	0.0%	0
2025-Q4	BRZE BRAZE INC	Exited	0	-100.0%	$0	0.0%	0
Showing 5 of 11 results.PROUpgrade to see all →

Upgrade to Pro for 2 years of historical data, full analytics access, and CSV exports

Starting at $16/mo billed annually

Join investors tracking institutional hedge fund positions

Cancel anytime — no lock-in