Neumann Advisory Hong Kong Ltd
Follow13F filer, CIK 1727862, CENTRAL, Hong Kong
Neumann Advisory Hong Kong Ltd reported $355,852,000 across 6 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-08.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001727862-26-000004
- Period
- 2026-06-30
- Reported value
- $356M
- Holdings
- 6
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| GOOGLadded | +10,000 | $3.57M |
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 |
|---|---|---|
| METAreduced | -8,000 | -$4.51M |
| APIreduced | -556,311 | -$2.22M |
| ESTCreduced | -31,816 | -$1.82M |
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 2026
Share positions as resolved from 13F-HR 0001727862-26-000004, largest first. % of portfolio is the value over $355,852,000, 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 | $273M | 76.8% | 0 | Timeline | ||
| GOOGLALPHABET INC | 170,739 | $61M | 17.15% | +10,000 | Timeline | ||
| METAMETA PLATFORMS INC | 30,537 | $17.2M | 4.83% | -8,000 | Timeline | ||
| APIAGORA INC | 517,659 | $2.06M | 0.58% | -556,311 | Timeline | ||
| SVASINOVAC BIOTECH LTD | 315,586 | $2.04M | 0.57% | 0 | Timeline | ||
| ESTCELASTIC N V | 4,114 | $235K | 0.07% | -31,816 | Timeline |
How Q2 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 0001727862-26-000004 | base | 2026-07-08 | acceptance time not in the bulk data set |