Neumann Advisory Hong Kong LTD Portfolio Holdings

Neumann Advisory Hong Kong LTD

$247 Million
Q3 2024

Neumann Advisory Hong Kong LTD has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $247 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $176M, Meta Platforms, Inc. with a value of $22.1M, Twilio Inc with a value of $16.4M, Elastic N.V. with a value of $12.1M, and Alphabet Inc. with a value of $5.39M.

Examining the 13F form we can see an increase of $37.1M in the current position value, from $210M to 247M.

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

Portfolio value $247 Million

Consumer Cyclical: $178 Million

Communication Services: $43.8 Million

Technology: $20.7 Million

Healthcare: $2.28 Million

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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
TWLO Twilio Inc Communication Services	$18.7B	$16.4 Million 6.63% of portfolio	251,184	Q3 2024 Reduced 16.6%
MRNA Moderna, Inc. Healthcare	$15.4B	$1.42 Million 0.58% of portfolio	21,285	Q2 2024 Reduced 3.72%

Summary

Portfolio
No. of Stocks 12
Current Value $247 Million
Prior Value $210 Million
Filing
Period Q3 2024
Filing Date October 07, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 1 stocks
Additional Purchases 1 stocks
Sold out of 0 stocks
Reduced holdings in 3 stocks

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Neumann Advisory Hong Kong LTD Portfolio Holdings