Neumann Advisory Hong Kong Ltd

CIK: 1727862SEC EDGAR →

Portfolio Value

$355.9M

Holdings

6

As of

Q2 2026

New Positions

0

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

TESLA INC

649,768$273.3M
76.80%
2

ALPHABET INC

170,739$61.0M
17.15%
3

META PLATFORMS

30,537$17.2M
4.83%
4

AGORA INC

517,659$2.1M
0.58%
5

SINOVAC BIOTECH LTD

315,586$2.0M
0.57%
6

ELASTIC N.V.

4,114$235K
0.07%

Quarterly Changes

Top Buys

GOOGL↑ Increased
$14.8M

Top Sells

META↓ Decreased
$4.8M
API↓ Decreased
$1.7M
ESTC↓ Decreased
$1.6M

Sector Breakdown

Sector# HoldingsValue%
Consumer Cyclical1$273.3M76.8%
Communication Services2$78.2M22.0%
Technology2$2.3M0.6%
Healthcare1$2.0M0.6%