Neumann Advisory Hong Kong Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 7, 2025), Neumann Advisory Hong Kong Ltd reported 9 stock positions worth $280.2 million. Its top holding was Tesla (TSLA) at 76.4% of the portfolio, followed by Meta Platforms Class A (META, 10.2%) and Pony AI (PONY, 4.9%). Compared with Q1 2025, it sold out of 1, added to 1 and reduced 1. The biggest buy was Alphabet Class A (GOOGL, shares +2%) and the biggest sale an exit from Navitas Semiconductor (NVTS).
- Most Recent 13F
- Q2 2026
- Location
- CENTRAL, K3
- CIK
- 0001727862
- Portfolio Value
- $280.2M (Q2 2025)
- SEC Filing
- 0001727862-25-000004 ↗ filed Jul 7, 2025
Holdings Value
Holdings 9 stocks · $280.2M
| TSLA Tesla Inc. | 76.36% | 673,608 | $214.0M | No change |
| META Meta Platforms Inc. Class A | 10.15% | 38,537 | $28.4M | No change |
| PONY Pony AI Inc. | 4.86% | 1,031,880 | $13.6M | No change |
| API Agora Inc.-ADR | 2.91% | 2,142,642 | $8.2M | Reduce -1.4% |
| GOOGL Alphabet Inc. Class A | 2.59% | 41,239 | $7.3M | Add +2.0% |
| ESTC Elastic NV | 2.01% | 66,730 | $5.6M | No change |
| SVA Sinovac Biotech Ltd. | 0.73% | 315,586 | $2.0M | No change |
| MRNA Moderna Inc. | 0.21% | 21,285 | $587K | No change |
| TWLO Twilio Inc. Class A | 0.18% | 4,000 | $497K | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| GOOGL Alphabet Inc. Class A | Add +2.0% | 2.59% | −0.09 |
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 |