Neumann Advisory Hong Kong Ltd

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), Neumann Advisory Hong Kong Ltd reported 10 stock positions worth $341.0 million. Its top holding was Tesla (TSLA) at 79.8% of the portfolio, followed by Meta Platforms Class A (META, 6.6%) and Pony AI (PONY, 4.3%). Compared with Q3 2024, it opened 1 new position, sold out of 3, added to 1 and reduced 2. The biggest buy was a new position in Pony AI (PONY) and the biggest sale Twilio Class A (TWLO, shares −98%).

Most Recent 13F
Q2 2026
Location
CENTRAL, K3
CIK
0001727862
Portfolio Value
$341.0M (Q4 2024)
SEC Filing
0001727862-25-000001 ↗ filed Jan 22, 2025

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 Q3 2024 Q4 2024: $341.0M $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 10 stocks · $341.0M
TSLA Tesla Inc. 79.78% 673,608 $272.0M No change
META Meta Platforms Inc. Class A 6.62% 38,537 $22.6M No change
PONY Pony AI Inc. 4.34% 1,031,880 $14.8M New
API Agora Inc.-ADR 2.65% 2,172,642 $9.0M No change
GOOGL Alphabet Inc. Class A 2.25% 40,439 $7.7M Add +24.5%
ESTC Elastic NV 1.94% 66,730 $6.6M Reduce -57.6%
NVTS Navitas Semiconductor Corp. 1.44% 1,373,439 $4.9M No change
SVA Sinovac Biotech Ltd. 0.60% 315,586 $2.0M No change
MRNA Moderna Inc. 0.26% 21,285 $885K No change
TWLO Twilio Inc. Class A 0.13% 4,000 $432K Reduce -98.4%

Portfolio Sells Q3 2024 → Q4 2024
TWLO Twilio Inc. Class A Reduce -98.4% 0.13% −6.50
ESTC Elastic NV Reduce -57.6% 1.94% −2.95
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −0.83
BFLY Butterfly Network Inc. Sold out 0.00% −0.34
QSI Quantum-Si Inc. Sold out 0.00% −0.01

Portfolio Buys Q3 2024 → Q4 2024
PONY Pony AI Inc. New 4.34% +4.34
GOOGL Alphabet Inc. Class A Add +24.5% 2.25% +0.06

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