Newlands Management Operations LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 19,399,300
- Description
- Dallas Texas based planning integrated investment advisor with an independent advisory structure and a governance centered and selective investment mandate. The approach emphasizes active stewardship and governance oversight, planning integrated mandate design, and fundamental research depth for planning centered advisory portfolios. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through cross cycle capital preservation and oversight rigor.
- Website
- https://thenewlands.com/
- Founded
- 2021
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 17 | 19,399,300 | 13F-HR | Newlands Management Operations LLC |
| Q3 2025 | 11/14/2025 | 25 | 21,080,962 | 13F-HR | Newlands Management Operations LLC |
| Q2 2025 | 8/14/2025 | 25 | 18,939,394 | 13F-HR | Newlands Management Operations LLC |
| Q1 2025 | 5/15/2025 | 23 | 14,751,572 | 13F-HR | Newlands Management Operations LLC |
| Q4 2024 | 2/14/2025 | 25 | 15,893,539 | 13F-HR | Newlands Management Operations LLC |
| Q3 2024 | 11/14/2024 | 21 | 13,843,710 | 13F-HR | Newlands Management Operations LLC |
| Q2 2024 | 8/14/2024 | 20 | 12,147,911 | 13F-HR | Newlands Management Operations LLC |
| Q1 2024 | 5/15/2024 | 30 | 12,396,147 | 13F-HR | Newlands Management Operations LLC |
| Q4 2023 | 2/14/2024 | 29 | 10,900,036 | 13F-HR | Newlands Management Operations LLC |
| Q3 2023 | 11/13/2023 | 29 | 9,361,360 | 13F-HR | Newlands Management Operations LLC |
| Q2 2023 | 8/11/2023 | 30 | 9,389,237 | 13F-HR | Newlands Management Operations LLC |
| Q1 2023 | 5/15/2023 | 26 | 5,593,454 | 13F-HR | Newlands Management Operations LLC |
| Q4 2022 | 2/13/2023 | 25 | 3,801,934 | 13F-HR | Newlands Management Operations LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 19.4 M | 100.0% | 0 | 1.682 M | -1.682 M |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
19,399,300
Holdings
17
QoQ value change ($000)
-1,681,662
(-8.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.