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Neumann Advisory Hong Kong Ltd

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13F filer, CIK 1727862, CENTRAL, Hong Kong

Neumann Advisory Hong Kong Ltd reported $280,228,000 across 9 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-07.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001727862-25-000004

Period
2025-06-30
Reported value
$280M
Holdings
9
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLadded+800$141K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NVTSexited-1,373,439-$2.82M
APIreduced-30,000-$114K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001727862-25-000004, largest first. % of portfolio is the value over $280,228,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 673,608 shares; 2025Q1: 673,608 shares; 2025Q2: 673,608 shares 673,608$214M76.36%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,537 shares; 2025Q1: 38,537 shares; 2025Q2: 38,537 shares 38,537$28.4M10.15%0Timeline
PONYPONY AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,031,880 shares; 2025Q1: 1,031,880 shares; 2025Q2: 1,031,880 shares 1,031,880$13.6M4.86%0Timeline
APIAGORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,172,642 shares; 2025Q1: 2,172,642 shares; 2025Q2: 2,142,642 shares 2,142,642$8.16M2.91%-30,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,439 shares; 2025Q1: 40,439 shares; 2025Q2: 41,239 shares 41,239$7.27M2.59%+800Timeline
ESTCELASTIC N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,730 shares; 2025Q1: 66,730 shares; 2025Q2: 66,730 shares 66,730$5.63M2.01%0Timeline
SVASINOVAC BIOTECH LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 315,586 shares; 2025Q1: 315,586 shares; 2025Q2: 315,586 shares 315,586$2.04M0.73%0Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,285 shares; 2025Q1: 21,285 shares; 2025Q2: 21,285 shares 21,285$587K0.21%0Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares 4,000$497K0.18%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NVTSNAVITAS SEMICONDUCTOR CORP1,373,439$2.82Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001727862-25-000004 base2025-07-07acceptance time not in the bulk data set