Neumann Advisory Hong Kong LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Neumann Advisory Hong Kong LTD disclosed 6 US equity positions worth $355.9m in its Q2 2026 13F filing. The largest position was TSLA at 76.8% of the reported book, followed by GOOGL and META. Against the Q1 2026 filing, it opened 0 new positions, added to 1 and reduced 3 among the top 6 holdings.
What did Neumann Advisory Hong Kong LTD own in Q2 2026? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TSLA TESLA INC | Consumer Cyclical | 76.8% | $273.3m | 649,768 | 0% | held |
| 2 | GOOGL ALPHABET INC | Communication Services | 17.1% | $61.0m | 170,739 | 6% | added |
| 3 | META META PLATFORMS | Communication Services | 4.8% | $17.2m | 30,537 | -21% | reduced |
| 4 | API AGORA INC | Technology | 0.6% | $2.1m | 517,659 | -52% | reduced |
| 5 | SVA SINOVAC BIOTECH LTD | 0.6% | $2.0m | 315,586 | 0% | held | |
| 6 | ESTC ELASTIC N.V. | Technology | 0.1% | $235.0k | 4,114 | -89% | reduced |
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.