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

RankStockSharesValue% of Portfolio
1

TESLA INC

649,768$241.6M
76.09%
2

ALPHABET INC

160,739$46.2M
14.56%
3

META PLATFORMS

38,537$22.0M
6.95%
4

AGORA INC

1,073,970$3.8M
1.20%
5

SINOVAC BIOTECH LTD

315,586$2.0M
0.64%
6

ELASTIC N.V.

35,930$1.8M
0.57%

Sector Breakdown

Sector# HoldingsValue%
Consumer Cyclical1$241.6M76.1%
Communication Services2$68.3M21.5%
Technology2$5.6M1.8%
Healthcare1$2.0M0.6%