Neumann Advisory Hong Kong LTD Portfolio Holdings

Neumann Advisory Hong Kong LTD

$341 Million
Q4 2024

Neumann Advisory Hong Kong LTD has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $341 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $272M, Meta Platforms, Inc. with a value of $22.6M, Pony Ai Inc with a value of $14.8M, Agora, Inc. with a value of $9.04M, and Alphabet Inc. with a value of $7.66M.

Examining the 13F form we can see an increase of $93.9M in the current position value, from $247M to 341M.

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

Portfolio value $341 Million

Consumer Cyclical: $272 Million

Communication Services: $30.7 Million

Technology: $20.6 Million

Healthcare: $885,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MRNA Moderna, Inc. Healthcare	$12.2B	$885,000 0.26% of portfolio	21,285	Q2 2024 Reduced 3.72%
TWLO Twilio Inc Communication Services	$17.2B	$432,000 0.13% of portfolio	4,000	Q4 2024 Reduced 98.41%

Summary

Portfolio
No. of Stocks 10
Current Value $341 Million
Prior Value $247 Million
Filing
Period Q4 2024
Filing Date January 21, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 1 stocks
Additional Purchases 1 stocks
Sold out of 0 stocks
Reduced holdings in 2 stocks

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Neumann Advisory Hong Kong LTD Portfolio Holdings