Neumann Advisory Hong Kong Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 8, 2026), Neumann Advisory Hong Kong Ltd reported 6 stock positions worth $355.9 million. Its top holding was Tesla (TSLA) at 76.8% of the portfolio, followed by Alphabet Class A (GOOGL, 17.1%) and Meta Platforms Class A (META, 4.8%). Compared with Q1 2026, it added to 1 and reduced 3. The biggest buy was Alphabet Class A (GOOGL, shares +6%) and the biggest sale Meta Platforms Class A (META, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- CENTRAL, K3
- CIK
- 0001727862
- Portfolio Value
- $355.9M (Q2 2026)
- SEC Filing
- 0001727862-26-000004 ↗ filed Jul 8, 2026
Holdings Value
Holdings 6 stocks · $355.9M
| TSLA Tesla Inc. | 76.80% | 649,768 | $273.3M | No change |
| GOOGL Alphabet Inc. Class A | 17.15% | 170,739 | $61.0M | Add +6.2% |
| META Meta Platforms Inc. Class A | 4.83% | 30,537 | $17.2M | Reduce -20.8% |
| API Agora Inc.-ADR | 0.58% | 517,659 | $2.1M | Reduce -51.8% |
| SVA Sinovac Biotech Ltd. | 0.57% | 315,586 | $2.0M | No change |
| ESTC Elastic NV | 0.07% | 4,114 | $235K | Reduce -88.5% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| GOOGL Alphabet Inc. Class A | Add +6.2% | 17.15% | +2.59 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 6 | $355.9M | TSLA, GOOGL, META, API, SVA |
| Q1 2026 | 6 | $317.5M | TSLA, GOOGL, META, API, SVA |
| Q4 2025 | 7 | $377.8M | TSLA, GOOGL, META, API, ESTC |
| Q3 2025 | 8 | $393.4M | TSLA, GOOGL, META, PONY, API |
| Q2 2025 | 9 | $280.2M | TSLA, META, PONY, API, GOOGL |
| Q1 2025 | 10 | $232.7M | TSLA, META, PONY, API, GOOGL |
| Q4 2024 | 10 | $341.0M | TSLA, META, PONY, API, GOOGL |
| Q3 2024 | 12 | $247.1M | TSLA, META, TWLO, ESTC, GOOGL |
| Q2 2024 | 14 | $210.0M | TSLA, META, Elastic N.V., TWLO, NVTS |
| Q1 2024 | 15 | $203.7M | TSLA, TWLO, META, Elastic N.V., NVTS |