Neumann Advisory Hong Kong Ltd
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 12, 2024), Neumann Advisory Hong Kong Ltd reported 15 stock positions worth $203.7 million. Its top holding was Tesla (TSLA) at 59.6% of the portfolio, followed by Twilio Class A (TWLO, 10.9%) and Meta Platforms Class A (META, 9.1%). Compared with Q4 2023, it opened 1 new position, added to 1 and reduced 2. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale Xpeng Inc. - ADR (XPEV, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- CENTRAL, K3
- CIK
- 0001727862
- Portfolio Value
- $203.7M (Q1 2024)
- SEC Filing
- 0001727862-24-000002 ↗ filed Apr 12, 2024
Holdings Value
Holdings 15 stocks · $203.7M
| TSLA Tesla Inc. | 59.59% | 690,420 | $121.4M | Add +0.7% |
| TWLO Twilio Inc. Class A | 10.87% | 361,884 | $22.1M | No change |
| META Meta Platforms Inc. Class A | 9.14% | 38,337 | $18.6M | No change |
| Elastic N.V. | 8.82% | 179,264 | $18.0M | Reduce -5.3% |
| NVTS Navitas Semiconductor Corp. | 3.24% | 1,384,817 | $6.6M | No change |
| API Agora Inc.-ADR | 2.68% | 2,174,342 | $5.5M | No change |
| MRNA Moderna Inc. | 1.16% | 22,107 | $2.4M | No change |
| BABA Alibaba Group Holding-SP ADR | 1.12% | 31,662 | $2.3M | No change |
| SVA Sinovac Biotech Ltd. | 1.00% | 315,586 | $2.0M | No change |
| XPEV Xpeng Inc. - ADR | 0.79% | 210,460 | $1.6M | Reduce -9.1% |
| GOOGL Alphabet Inc. Class A | 0.59% | 8,000 | $1.2M | New |
| TIGR Up Fintech Holding Ltd. - ADR | 0.42% | 248,963 | $856K | No change |
| BFLY Butterfly Network Inc. | 0.26% | 486,783 | $526K | No change |
| QSI Quantum-Si Inc. | 0.16% | 166,198 | $327K | No change |
| WOLF Wolfspeed Inc. | 0.15% | 10,223 | $302K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| XPEV Xpeng Inc. - ADR | Reduce -9.1% | 0.79% | −0.50 |
| Elastic N.V. | Reduce -5.3% | 8.82% | +0.68 |
Portfolio Buys Q4 2023 → Q1 2024
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 |