Neumann Advisory Hong Kong Ltd 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Neumann Advisory Hong Kong Ltd disclosed 12 US equity positions worth $247.1m in its Q3 2024 13F filing. The largest position was TSLA at 71.3% of the reported book, followed by META and TWLO.
What did Neumann Advisory Hong Kong Ltd own in Q3 2024? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TSLA TESLA INC | Consumer Cyclical | 71.3% | $176.2m | 673,608 | – | |
| 2 | META META PLATFORMS | Communication Services | 8.9% | $22.1m | 38,537 | – | |
| 3 | TWLO TWILIO INC | Technology | 6.6% | $16.4m | 251,184 | – | |
| 4 | ESTC ELASTIC N.V. | Technology | 4.9% | $12.1m | 157,352 | – | |
| 5 | GOOGL ALPHABET INC | Communication Services | 2.2% | $5.4m | 32,489 | – | |
| 6 | API AGORA INC | Technology | 2.1% | $5.2m | 2,172,642 | – | |
| 7 | NVTS NAVITAS SEMICONDUCTOR CORP | Technology | 1.4% | $3.4m | 1,373,439 | – | |
| 8 | BABA ALIBABA GROUP HOLDING LIMITED | Consumer Cyclical | 0.8% | $2.0m | 19,279 | – | |
| 9 | SVA SINOVAC BIOTECH LTD | 0.8% | $2.0m | 315,586 | – | ||
| 10 | MRNA MODERNA INC | Healthcare | 0.6% | $1.4m | 21,285 | – | |
| 11 | BFLY BUTTERFLY NETWORK INC | 0.3% | $839.0k | 474,191 | – | ||
| 12 | QSI QUANTUM SI INC | 0.0% | $20.0k | 22,640 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.