Neumann Advisory Hong Kong LTD has filed its 13F form on July 03, 2025 for Q2 2025 where it was disclosed a total value porftolio of $280 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $214M, Meta Platforms, Inc. with a value of $28.4M, Pony Ai Inc with a value of $13.6M, Agora, Inc. with a value of $8.16M, and Alphabet Inc. with a value of $7.27M.

Examining the 13F form we can see an increase of $47.6M in the current position value, from $233M to 280M.

Below you can find more details about Neumann Advisory Hong Kong LTD portfolio as well as his latest detailed transactions.

Portfolio value $280 Million
Consumer Cyclical: $214 Million
Communication Services: $36.2 Million
Technology: $13.8 Million
Healthcare: $587,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $280 Million
  • Prior Value $233 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 03, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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