Neumann Advisory Hong Kong Ltd — 13F Holdings & Portfolio

CIK 1727862 · latest 13F-HR filed 2026-07-08

Neumann Advisory Hong Kong Ltd manages $355.9K in 13F-reported U.S. long-equity assets across 6 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TSLA (76.80%), GOOGL (17.15%), META (4.83%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 2, and trimmed 3.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
UNIT 905-6 ICBC TOWER
3 GARDEN ROAD
CENTRAL, K3 00000
Phone
85239564336
Filing Manager
Neumann Advisory Hong Kong Ltd
CENTRAL, K3
Signatory
Catherine Leung
Managing Director
Loading holdings…
AUM

$355.9K

Long-equity book

Holdings

6

Distinct positions

Period

2026-06-30

Filed 2026-07-08

Q/Q Activity

+0 / −0 / ↑2 / ↓3

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TESLA INC$31.7K +13.1%
  • ALPHABET INC$14.8K +32.0%
Show all 2

Top Trims

  • META PLATFORMS-$4.8K -22.0%
  • AGORA INC-$1.7K -45.7%
  • ELASTIC N.V.-$1.6K -86.9%
Show all 3

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 TESLA INC TSLA 88160R101 $273.3K 76.80% 649,768 SH
2 ALPHABET INC GOOGL 02079K305 $61.0K 17.15% 170,739 SH
3 META PLATFORMS META 30303M102 $17.2K 4.83% 30,537 SH
4 AGORA INC API 00851L103 $2.1K 0.58% 517,659 SH
5 SINOVAC BIOTECH LTD SVA P8696W104 $2.0K 0.57% 315,586 SH
6 ELASTIC N.V. ESTC N14506104 $235 0.07% 4,114 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-08 $355.9K 6 0001727862-26-000004
2026-03-31 2026-04-14 $317.5K 6 0001727862-26-000003
2025-12-31 2026-01-08 $377.8K 7 0001727862-26-000001