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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 holdings worth $377,825,000 (the sum of its rows) across 7 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-08. The total stated on the cover page is $2,823,541,000.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001727862-26-000001

The cover page states a total of $2,823,541,000, 647% more than the sum of the rows, $377,825,000. This page uses the sum of the rows.

Period
2025-12-31
Value, sum of rows
$378M
Stated on the cover page
$2.82B
Holdings
7
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLadded+29,900$9.36M

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
PONYexited-1,031,880-$23.2M
TSLAreduced-18,840-$8.47M
ESTCreduced-20,800-$1.57M
APIreduced-211,059-$859K

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, Q4 2025

Share positions as resolved from 13F-HR 0001727862-26-000001, largest first. % of portfolio is the value over $377,825,000, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 673,608 shares; 2025Q1: 673,608 shares; 2025Q2: 673,608 shares; 2025Q3: 668,608 shares; 2025Q4: 649,768 shares 649,768$292M77.34%-18,840Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,439 shares; 2025Q1: 40,439 shares; 2025Q2: 41,239 shares; 2025Q3: 124,239 shares; 2025Q4: 154,139 shares 154,139$48.2M12.77%+29,900Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,537 shares; 2025Q1: 38,537 shares; 2025Q2: 38,537 shares; 2025Q3: 38,537 shares; 2025Q4: 38,537 shares 38,537$25.4M6.73%0Timeline
APIAGORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,608,296 shares 1,608,296$6.55M1.73%-211,059Timeline
ESTCELASTIC N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,730 shares; 2025Q1: 66,730 shares; 2025Q2: 66,730 shares; 2025Q3: 56,730 shares; 2025Q4: 35,930 shares 35,930$2.71M0.72%-20,800Timeline
SVASINOVAC BIOTECH LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 315,586 shares; 2025Q1: 315,586 shares; 2025Q2: 315,586 shares; 2025Q3: 315,586 shares; 2025Q4: 315,586 shares 315,586$2.04M0.54%0Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,285 shares; 2025Q1: 21,285 shares; 2025Q2: 21,285 shares; 2025Q3: 21,285 shares; 2025Q4: 21,285 shares 21,285$628K0.17%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
PONYPONY AI INC1,031,880$23.2Mshares

How Q4 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 0001727862-26-000001 base2026-01-08acceptance time not in the bulk data set