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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 $393,389,000 across 8 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-08.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001727862-25-000013

Period
2025-09-30
Reported value
$393M
Holdings
8
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLadded+83,000$20.2M

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
TSLAreduced-5,000-$2.22M
APIreduced-323,287-$1.23M
ESTCreduced-10,000-$845K
TWLOexited-4,000-$497K

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, Q3 2025

Share positions as resolved from 13F-HR 0001727862-25-000013, largest first. % of portfolio is the value over $393,389,000, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 673,608 shares; 2025Q1: 673,608 shares; 2025Q2: 673,608 shares; 2025Q3: 668,608 shares 668,608$297M75.58%-5,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,439 shares; 2025Q1: 40,439 shares; 2025Q2: 41,239 shares; 2025Q3: 124,239 shares 124,239$30.2M7.68%+83,000Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,537 shares; 2025Q1: 38,537 shares; 2025Q2: 38,537 shares; 2025Q3: 38,537 shares 38,537$28.3M7.19%0Timeline
PONYPONY AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,031,880 shares; 2025Q1: 1,031,880 shares; 2025Q2: 1,031,880 shares; 2025Q3: 1,031,880 shares 1,031,880$23.2M5.9%0Timeline
APIAGORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,172,642 shares; 2025Q1: 2,172,642 shares; 2025Q2: 2,142,642 shares; 2025Q3: 1,819,355 shares 1,819,355$6.95M1.77%-323,287Timeline
ESTCELASTIC N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,730 shares; 2025Q1: 66,730 shares; 2025Q2: 66,730 shares; 2025Q3: 56,730 shares 56,730$4.79M1.22%-10,000Timeline
SVASINOVAC BIOTECH LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 315,586 shares; 2025Q1: 315,586 shares; 2025Q2: 315,586 shares; 2025Q3: 315,586 shares 315,586$2.04M0.52%0Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,285 shares; 2025Q1: 21,285 shares; 2025Q2: 21,285 shares; 2025Q3: 21,285 shares 21,285$550K0.14%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
TWLOTWILIO INC4,000$497Kshares

How Q3 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 0001727862-25-000013 base2025-10-08acceptance time not in the bulk data set