Neumann Advisory Hong Kong Ltd

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 8, 2024), Neumann Advisory Hong Kong Ltd reported 12 stock positions worth $247.1 million. Its top holding was Tesla (TSLA) at 71.3% of the portfolio, followed by Meta Platforms Class A (META, 8.9%) and Twilio Class A (TWLO, 6.6%). Compared with Q2 2024, it opened 1 new position, sold out of 3, added to 1 and reduced 3. The biggest buy was a new position in Elastic (ESTC) and the biggest sale an exit from Elastic.

Most Recent 13F
Q2 2026
Location
CENTRAL, K3
CIK
0001727862
Portfolio Value
$247.1M (Q3 2024)
SEC Filing
0001727862-24-000009 ↗ filed Oct 8, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $203.7M Q1 2024 Q2 2024: $210.0M Q2 2024 Q3 2024: $247.1M $247.1M Q3 2024 Q4 2024: $341.0M Q4 2024 Q1 2025: $232.7M Q1 2025 Q2 2025: $280.2M Q2 2025 Q3 2025: $393.4M Q3 2025 Q4 2025: $377.8M Q4 2025 Q1 2026: $317.5M Q1 2026 Q2 2026: $355.9M Q2 2026

Holdings 12 stocks · $247.1M
TSLA Tesla Inc. 71.32% 673,608 $176.2M No change
META Meta Platforms Inc. Class A 8.93% 38,537 $22.1M No change
TWLO Twilio Inc. Class A 6.63% 251,184 $16.4M Reduce -16.6%
ESTC Elastic NV 4.89% 157,352 $12.1M New
GOOGL Alphabet Inc. Class A 2.18% 32,489 $5.4M Add +90.7%
API Agora Inc.-ADR 2.12% 2,172,642 $5.2M No change
NVTS Navitas Semiconductor Corp. 1.36% 1,373,439 $3.4M No change
BABA Alibaba Group Holding-SP ADR 0.83% 19,279 $2.0M Reduce -32.9%
SVA Sinovac Biotech Ltd. 0.83% 315,586 $2.0M No change
MRNA Moderna Inc. 0.58% 21,285 $1.4M No change
BFLY Butterfly Network Inc. 0.34% 474,191 $839K No change
QSI Quantum-Si Inc. 0.01% 22,640 $20K Reduce -33.0%

Portfolio Sells Q2 2024 → Q3 2024
Elastic N.V. Sold out 0.00% −8.54
TWLO Twilio Inc. Class A Reduce -16.6% 6.63% −1.52
XPEV Xpeng Inc. - ADR Sold out 0.00% −0.66
TIGR Up Fintech Holding Ltd. - ADR Sold out 0.00% −0.31
BABA Alibaba Group Holding-SP ADR Reduce -32.9% 0.83% −0.16
QSI Quantum-Si Inc. Reduce -33.0% 0.01% −0.01

Portfolio Buys Q2 2024 → Q3 2024
ESTC Elastic NV New 4.89% +4.89
GOOGL Alphabet Inc. Class A Add +90.7% 2.18% +0.70

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$355.9MTSLA, GOOGL, META, API, SVA
Q1 2026 6$317.5MTSLA, GOOGL, META, API, SVA
Q4 2025 7$377.8MTSLA, GOOGL, META, API, ESTC
Q3 2025 8$393.4MTSLA, GOOGL, META, PONY, API
Q2 2025 9$280.2MTSLA, META, PONY, API, GOOGL
Q1 2025 10$232.7MTSLA, META, PONY, API, GOOGL
Q4 2024 10$341.0MTSLA, META, PONY, API, GOOGL
Q3 2024 12$247.1MTSLA, META, TWLO, ESTC, GOOGL
Q2 2024 14$210.0MTSLA, META, Elastic N.V., TWLO, NVTS
Q1 2024 15$203.7MTSLA, TWLO, META, Elastic N.V., NVTS