Neumann Advisory Hong Kong Ltd
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), Neumann Advisory Hong Kong Ltd reported 10 stock positions worth $232.7 million. Its top holding was Tesla (TSLA) at 75.0% of the portfolio, followed by Meta Platforms Class A (META, 9.5%) and Pony AI (PONY, 3.9%). Its holdings were unchanged from Q4 2024.
- Most Recent 13F
- Q2 2026
- Location
- CENTRAL, K3
- CIK
- 0001727862
- Portfolio Value
- $232.7M (Q1 2025)
- SEC Filing
- 0001727862-25-000002 ↗ filed Apr 8, 2025
Holdings Value
Holdings 10 stocks · $232.7M
| TSLA Tesla Inc. | 75.03% | 673,608 | $174.6M | No change |
| META Meta Platforms Inc. Class A | 9.55% | 38,537 | $22.2M | No change |
| PONY Pony AI Inc. | 3.91% | 1,031,880 | $9.1M | No change |
| API Agora Inc.-ADR | 3.75% | 2,172,642 | $8.7M | No change |
| GOOGL Alphabet Inc. Class A | 2.69% | 40,439 | $6.3M | No change |
| ESTC Elastic NV | 2.56% | 66,730 | $5.9M | No change |
| NVTS Navitas Semiconductor Corp. | 1.21% | 1,373,439 | $2.8M | No change |
| SVA Sinovac Biotech Ltd. | 0.88% | 315,586 | $2.0M | No change |
| MRNA Moderna Inc. | 0.26% | 21,285 | $603K | No change |
| TWLO Twilio Inc. Class A | 0.17% | 4,000 | $392K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| None this quarter. | |||
Portfolio Buys Q4 2024 → Q1 2025
| None this quarter. | |||
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 |