Neumann Advisory Hong Kong Ltd

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 8, 2025), Neumann Advisory Hong Kong Ltd reported 8 stock positions worth $393.4 million. Its top holding was Tesla (TSLA) at 75.6% of the portfolio, followed by Alphabet Class A (GOOGL, 7.7%) and Meta Platforms Class A (META, 7.2%). Compared with Q2 2025, it sold out of 1, added to 1 and reduced 3. The biggest buy was Alphabet Class A (GOOGL, shares +201%) and the biggest sale Agora Inc.-ADR (API, shares −15%).

Most Recent 13F
Q2 2026
Location
CENTRAL, K3
CIK
0001727862
Portfolio Value
$393.4M (Q3 2025)
SEC Filing
0001727862-25-000013 ↗ filed Oct 8, 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 Q4 2024 Q1 2025: $232.7M Q1 2025 Q2 2025: $280.2M Q2 2025 Q3 2025: $393.4M $393.4M Q3 2025 Q4 2025: $377.8M Q4 2025 Q1 2026: $317.5M Q1 2026 Q2 2026: $355.9M Q2 2026

Holdings 8 stocks · $393.4M
TSLA Tesla Inc. 75.58% 668,608 $297.3M Reduce -0.7%
GOOGL Alphabet Inc. Class A 7.68% 124,239 $30.2M Add +201.3%
META Meta Platforms Inc. Class A 7.19% 38,537 $28.3M No change
PONY Pony AI Inc. 5.90% 1,031,880 $23.2M No change
API Agora Inc.-ADR 1.77% 1,819,355 $7.0M Reduce -15.1%
ESTC Elastic NV 1.22% 56,730 $4.8M Reduce -15.0%
SVA Sinovac Biotech Ltd. 0.52% 315,586 $2.0M No change
MRNA Moderna Inc. 0.14% 21,285 $550K No change

Portfolio Sells Q2 2025 → Q3 2025
API Agora Inc.-ADR Reduce -15.1% 1.77% −1.15
ESTC Elastic NV Reduce -15.0% 1.22% −0.79
TSLA Tesla Inc. Reduce -0.7% 75.58% −0.77
TWLO Twilio Inc. Class A Sold out 0.00% −0.18

Portfolio Buys Q2 2025 → Q3 2025
GOOGL Alphabet Inc. Class A Add +201.3% 7.68% +5.08

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