Neumann Advisory Hong Kong LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Neumann Advisory Hong Kong LTD disclosed 6 US equity positions worth $317.5m in its Q1 2026 13F filing. The largest position was TSLA at 76.1% of the reported book, followed by GOOGL and META.
What did Neumann Advisory Hong Kong LTD own in Q1 2026? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TSLA TESLA INC | Consumer Cyclical | 76.1% | $241.6m | 649,768 | – | |
| 2 | GOOGL ALPHABET INC | Communication Services | 14.6% | $46.2m | 160,739 | – | |
| 3 | META META PLATFORMS | Communication Services | 6.9% | $22.0m | 38,537 | – | |
| 4 | API AGORA INC | Technology | 1.2% | $3.8m | 1,073,970 | – | |
| 5 | SVA SINOVAC BIOTECH LTD | 0.6% | $2.0m | 315,586 | – | ||
| 6 | ESTC ELASTIC N.V. | Technology | 0.6% | $1.8m | 35,930 | – |
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.