Neumann Advisory Hong Kong Ltd
CIK: 1727862SEC EDGAR →
Portfolio Value
$314.3M
Holdings
5
As of
Q3 2026
New Positions
0
Closed Positions
1
Top 10 Holdings
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 1 | $230.5M | 73.4% |
| Communication Services | 2 | $80.9M | 25.7% |
| Healthcare | 1 | $2.0M | 0.6% |
| Technology | 1 | $808K | 0.3% |