2026 Q2 Portfolio Activity
In 2026 Q2, Neumann Advisory Hong Kong Ltd maintained a portfolio of 6 distinct positions. They heavily accumulated shares in ALPHABET INC, increasing the position by 6.2%. The fund also reduced its exposure to META PLATFORMS by 20.8%.
Position History
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Total Positions
6
Quarter
2026 Q2
Top Holding
TSLA (76.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-6 of 6
Neumann Advisory Hong Kong Ltd Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TSLA
TESLA INC
|
Consumer Cyclical | 76.80% | 76.09% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
649,768 | $273,292 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 17.15% | 14.56% |
#2
Prev: #2
|
7.5 |
—
|
10,000 | 6.2% |
P
S
|
170,739 | $61,017 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
META
META PLATFORMS
|
Communication Services | 4.83% | 6.95% |
#3
Prev: #3
|
2.9 |
—
|
-8,000 | -20.8% |
P
S
|
30,537 | $17,201 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
API
AGORA INC
|
Technology | 0.58% | 1.20% |
#4
Prev: #4
|
0.7 |
—
|
-556,311 | -51.8% |
P
S
|
517,659 | $2,065 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
SVA
SINOVAC BIOTECH...
|
Unknown | 0.57% | 0.64% |
#5
Prev: #5
|
1.7 |
—
|
no change | no change |
P
S
|
315,586 | $2,042 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-08 | |||
|
ESTC
ELASTIC N.V.
|
Technology | 0.07% | 0.57% |
#6
Prev: #6
|
0.0 |
—
|
-31,816 | -88.5% |
P
S
|
4,114 | $235 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-08 |
Showing 1-6 of 6 holdings