Neumann Advisory Hong Kong Ltd
CIK: 1727862SEC EDGAR →
Portfolio Value
$317.5M
Holdings
6
As of
Q1 2026
New Positions
6
Closed Positions
0
Top 10 Holdings
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 1 | $241.6M | 76.1% |
| Communication Services | 2 | $68.3M | 21.5% |
| Technology | 2 | $5.6M | 1.8% |
| Healthcare | 1 | $2.0M | 0.6% |