Neumann Advisory Hong Kong Ltd Long-Term Concentrated

Location: Central, Hong Kong

CIK: 0001727862 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 8, 2026

Total Value: $356M

Holdings (6)

Increased Positions (1)

GOOGL ALPHABET INC 17.1%

Value $61.02M (+32.0%) Shares 170,739 (+6.2%) Est. Cost $224.61 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	170,739 (+6.2%)	$61.02M (+32.0%)	17.1%	$224.61	—	—	02079K305

Decreased Positions (3)

META META PLATFORMS 4.8%

Value $17.2M (-22.0%) Shares 30,537 (-20.8%) Est. Cost $176.11 Unrealized —

API AGORA INC 0.6%

Value $2.065M (-45.7%) Shares 517,659 (-51.8%) Est. Cost $4.30 Unrealized —

ESTC ELASTIC N.V. 0.1%

Value $235K (-86.9%) Shares 4,114 (-88.5%) Est. Cost $98.62 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
META	META PLATFORMS	30,537 (-20.8%)	$17.2M (-22.0%)	4.8%	$176.11	—	—	30303M102
API	AGORA INC	517,659 (-51.8%)	$2.065M (-45.7%)	0.6%	$4.30	—	—	00851L103
ESTC	ELASTIC N.V.	4,114 (-88.5%)	$235K (-86.9%)	0.1%	$98.62	—	—	N14506104

Unchanged Positions (2)

TSLA TESLA INC 76.8%

Value $273M Shares 649,768 Est. Cost $216.94 Unrealized —

SVA SINOVAC BIOTECH LTD 0.6%

Value $2.042M Shares 315,586 Est. Cost $7.48 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSLA	TESLA INC	649,768	$273M	76.8%	$216.94	—	—	88160R101
SVA	SINOVAC BIOTECH LTD	315,586	$2.042M	0.6%	$7.48	—	—	P8696W104