Neumann Advisory Hong Kong Ltd
Net seller this quarter
$356M
6
-$4.97M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSLA | $273M | 76.80% | 0.02% | Not reported | Q4 2017 |
 GOOGL | $61M | 17.15% | 0.00% | +6.2% | Q1 2024 |
 META | $17.2M | 4.83% | Not reported | -20.8% | Q4 2017 |
 API | $2.07M | 0.58% | 0.15% | -51.8% | Q3 2020 |
| SVA | $2.04M | 0.57% | 0.44% | Not reported | Q4 2017 |
 ESTC | $235K | 0.07% | 0.00% | -88.6% | Q3 2024 |
| Q1 2026 | |||||
| TSLA | $242M | 76.09% | 0.02% | Not reported | Q4 2017 |
| GOOGL | $46.2M | 14.56% | 0.00% | Not reported | Q1 2024 |
| META | $22M | 6.95% | Not reported | Not reported | Q4 2017 |
| API | $3.8M | 1.20% | 0.31% | Not reported | Q3 2020 |
| SVA | $2.04M | 0.64% | 0.44% | Not reported | Q4 2017 |
| ESTC | $1.8M | 0.57% | 0.03% | Not reported | Q3 2024 |
| Q3 2025 | |||||
| TSLA | $297M | 75.58% | 0.02% | -0.7% | Q4 2017 |
| GOOGL | $30.2M | 7.68% | 0.00% | +201.3% | Q1 2024 |
| META | $28.3M | 7.19% | Not reported | Not reported | Q4 2017 |
 PONY | $23.2M | 5.90% | 0.29% | Not reported | Q4 2024 |
| API | $6.95M | 1.77% | 0.49% | -15.1% | Q3 2020 |
| ESTC | $4.79M | 1.22% | 0.05% | -15.0% | Q3 2024 |
| SVA | $2.04M | 0.52% | 0.44% | Not reported | Q4 2017 |
 MRNA | $550K | 0.14% | 0.01% | Not reported | Q1 2021 |
| Q2 2025 | |||||
| TSLA | $214M | 76.36% | 0.02% | Not reported | Q4 2017 |
| META | $28.4M | 10.15% | Not reported | Not reported | Q4 2017 |
| PONY | $13.6M | 4.86% | 0.29% | Not reported | Q4 2024 |
| API | $8.16M | 2.91% | 0.57% | -1.4% | Q3 2020 |
| GOOGL | $7.27M | 2.59% | 0.00% | +2.0% | Q1 2024 |
| ESTC | $5.63M | 2.01% | 0.06% | Not reported | Q3 2024 |
| SVA | $2.04M | 0.73% | 0.44% | Not reported | Q4 2017 |
| MRNA | $587K | 0.21% | 0.01% | Not reported | Q1 2021 |
 TWLO | $497K | 0.18% | 0.00% | Not reported | Q4 2017 |