NMO

Newlands Management Operations Portfolio holdings

AUM $18.9B
1-Year Est. Return 73.88%
This Quarter Est. Return
1 Year Est. Return
+73.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$15.7M
2 +$499K
3 +$294K
4
BRZE icon
Braze
BRZE
+$280K
5
DDOG icon
Datadog
DDOG
+$205K

Top Sells

1 +$21.3M

Sector Composition

1 Communication Services 42.25%
2 Consumer Discretionary 29.37%
3 Technology 23.86%
4 Financials 4.51%
5 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.15M 0.01%
18,750
27
$1.12M 0.01%
21,116
+5,279
28
$602K 0.01%
6,053
29
$361K ﹤0.01%
29,975