Neumann Advisory Hong Kong Ltd
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 10, 2024), Neumann Advisory Hong Kong Ltd reported 14 stock positions worth $210.0 million. Its top holding was Tesla (TSLA) at 63.5% of the portfolio, followed by Meta Platforms Class A (META, 9.3%) and Elastic (8.5%). Compared with Q1 2024, it sold out of 1, added to 2 and reduced 11. The biggest buy was Alphabet Class A (GOOGL, shares +113%) and the biggest sale Twilio Class A (TWLO, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- CENTRAL, K3
- CIK
- 0001727862
- Portfolio Value
- $210.0M (Q2 2024)
- SEC Filing
- 0001727862-24-000003 ↗ filed Jul 10, 2024
Holdings Value
Holdings 14 stocks · $210.0M
| TSLA Tesla Inc. | 63.48% | 673,608 | $133.3M | Reduce -2.4% |
| META Meta Platforms Inc. Class A | 9.25% | 38,537 | $19.4M | Add +0.5% |
| Elastic N.V. | 8.54% | 157,352 | $17.9M | Reduce -12.2% |
| TWLO Twilio Inc. Class A | 8.15% | 301,184 | $17.1M | Reduce -16.8% |
| NVTS Navitas Semiconductor Corp. | 2.57% | 1,373,439 | $5.4M | Reduce -0.8% |
| API Agora Inc.-ADR | 2.19% | 2,172,642 | $4.6M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 1.48% | 17,038 | $3.1M | Add +113.0% |
| MRNA Moderna Inc. | 1.20% | 21,285 | $2.5M | Reduce -3.7% |
| BABA Alibaba Group Holding-SP ADR | 0.99% | 28,751 | $2.1M | Reduce -9.2% |
| SVA Sinovac Biotech Ltd. | 0.97% | 315,586 | $2.0M | No change |
| XPEV Xpeng Inc. - ADR | 0.66% | 188,288 | $1.4M | Reduce -10.5% |
| TIGR Up Fintech Holding Ltd. - ADR | 0.31% | 153,713 | $646K | Reduce -38.3% |
| BFLY Butterfly Network Inc. | 0.19% | 474,191 | $399K | Reduce -2.6% |
| QSI Quantum-Si Inc. | 0.02% | 33,803 | $35K | Reduce -79.7% |
Portfolio Sells Q1 2024 → Q2 2024
| TWLO Twilio Inc. Class A | Reduce -16.8% | 8.15% | −2.72 |
| NVTS Navitas Semiconductor Corp. | Reduce -0.8% | 2.57% | −0.67 |
| API Agora Inc.-ADR | Reduce -0.1% | 2.19% | −0.49 |
| Elastic N.V. | Reduce -12.2% | 8.54% | −0.29 |
| WOLF Wolfspeed Inc. | Sold out | 0.00% | −0.15 |
| QSI Quantum-Si Inc. | Reduce -79.7% | 0.02% | −0.14 |
| BABA Alibaba Group Holding-SP ADR | Reduce -9.2% | 0.99% | −0.14 |
| XPEV Xpeng Inc. - ADR | Reduce -10.5% | 0.66% | −0.14 |
| TIGR Up Fintech Holding Ltd. - ADR | Reduce -38.3% | 0.31% | −0.11 |
| BFLY Butterfly Network Inc. | Reduce -2.6% | 0.19% | −0.07 |
| MRNA Moderna Inc. | Reduce -3.7% | 1.20% | +0.05 |
| TSLA Tesla Inc. | Reduce -2.4% | 63.48% | +3.89 |
Portfolio Buys Q1 2024 → Q2 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 |