Neumann Advisory Hong Kong Ltd
Follow13F filer, CIK 1727862, CENTRAL, Hong Kong
Neumann Advisory Hong Kong Ltd reported $317,461,000 across 6 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-14.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001727862-26-000003
- Period
- 2026-03-31
- Reported value
- $317M
- Holdings
- 6
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| GOOGLadded | +6,600 | $1.9M |
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
| Security | Shares change | Approx. value |
|---|---|---|
| APIreduced | -534,326 | -$1.89M |
| MRNAexited | -21,285 | -$628K |
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, Q1 2026
Share positions as resolved from 13F-HR 0001727862-26-000003, largest first. % of portfolio is the value over $317,461,000, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| TSLATESLA INC | 649,768 | $242M | 76.09% | 0 | Timeline | ||
| GOOGLALPHABET INC | 160,739 | $46.2M | 14.56% | +6,600 | Timeline | ||
| METAMETA PLATFORMS INC | 38,537 | $22M | 6.95% | 0 | Timeline | ||
| APIAGORA INC | 1,073,970 | $3.8M | 1.2% | -534,326 | Timeline | ||
| SVASINOVAC BIOTECH LTD | 315,586 | $2.04M | 0.64% | 0 | Timeline | ||
| ESTCELASTIC N V | 35,930 | $1.8M | 0.57% | 0 | Timeline |
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| MRNAMODERNA INC | 21,285 | $628K | shares |
How Q1 2026 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001727862-26-000003 | base | 2026-04-14 | acceptance time not in the bulk data set |