StockDriftsStockDriftsTop 6 Neumann Advisory Hong Kong Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | 76.8% | 649.8K | $273.3M | +0.00%(+0) | $31.02(+969.60%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 17.15% | 170.7K | $61.0M | +6.22%(+10.00K) | $221.07(+58.98%) | 2026-06-30 | |
| META | META PLATFORMS | 4.83% | 30.5K | $17.2M | -20.76%(-8.00K) | $174.83(+241.34%) | 2026-06-30 | |
| API | AGORA INC | 0.58% | 517.7K | $2.1M | -51.80%(-556.31K) | $41.14(-88.87%) | 2026-06-30 | |
| SVA | SINOVAC BIOTECH LTD | 0.57% | 315.6K | $2.0M | +0.00%(+0) | $7.88(-17.88%) | 2026-06-30 | |
| ESTC | ELASTIC N.V. | 0.07% | 4.1K | $235K | -88.55%(-31.82K) | $95.34(-19.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.98% | +64.24% | -4.20% | -19.31% |
| Top 20 Holdings Unweighted | +25.73% | +98.76% | -0.15% | -0.74% |
Neumann Advisory Hong Kong Ltd reports $355.85M in US-listed equity holdings across 6 positions in its most recent 13F filing. Its largest disclosed positions are TSLA (76.8%), GOOGL (17.1%) and META (4.8%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +64.24% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Neumann Advisory Hong Kong Ltd, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Neumann Advisory Hong Kong Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1727862). View Neumann Advisory Hong Kong Ltd’s 13F filings on SEC