Neumann Advisory Hong Kong Ltd
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Neumann Advisory Hong Kong Ltd reported 6 stock positions worth $317.5 million. Its top holding was Tesla (TSLA) at 76.1% of the portfolio, followed by Alphabet Class A (GOOGL, 14.6%) and Meta Platforms Class A (META, 6.9%). Compared with Q4 2025, it sold out of 1, added to 1 and reduced 1. The biggest buy was Alphabet Class A (GOOGL, shares +4%) and the biggest sale Agora Inc.-ADR (API, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- CENTRAL, K3
- CIK
- 0001727862
- Portfolio Value
- $317.5M (Q1 2026)
- SEC Filing
- 0001727862-26-000003 ↗ filed Apr 14, 2026
Holdings Value
Holdings 6 stocks · $317.5M
| TSLA Tesla Inc. | 76.09% | 649,768 | $241.6M | No change |
| GOOGL Alphabet Inc. Class A | 14.56% | 160,739 | $46.2M | Add +4.3% |
| META Meta Platforms Inc. Class A | 6.95% | 38,537 | $22.0M | No change |
| API Agora Inc.-ADR | 1.20% | 1,073,970 | $3.8M | Reduce -33.2% |
| SVA Sinovac Biotech Ltd. | 0.64% | 315,586 | $2.0M | No change |
| ESTC Elastic NV | 0.57% | 35,930 | $1.8M | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| GOOGL Alphabet Inc. Class A | Add +4.3% | 14.56% | +1.79 |
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 |