$170 Million is the total value of Neumann Advisory Hong Kong Ltd's 11 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | Buy | FACEBOOK INC | $57,524,000 | +5.5% | 360,000 | +16.5% | 33.74% | -7.1% |
| BABA | ALIBABA GROUP HOLDING LIMITEDadr | $40,379,000 | +6.4% | 220,000 | 0.0% | 23.69% | -6.3% | |
| WB | WEIBO CORPORATIONadr | $28,690,000 | +15.5% | 240,007 | 0.0% | 16.83% | +1.7% | |
| ATHM | AUTOHOME INCadr | $12,278,000 | +32.9% | 142,871 | 0.0% | 7.20% | +17.0% | |
| TWLO | TWILIO INC | $8,972,000 | +61.8% | 235,000 | 0.0% | 5.26% | +42.4% | |
| CTRP | Buy | CTRIP.COM INTERNATIONAL LTD.adr | $7,284,000 | +23.4% | 156,240 | +16.7% | 4.27% | +8.7% |
| ZTO | Buy | ZTO EXPRESS (CAYMAN) INCadr | $5,364,000 | +101.7% | 357,810 | +113.2% | 3.15% | +77.5% |
| SVA | SINOVAC BIOTECH LTDord | $3,469,000 | +9.3% | 402,844 | 0.0% | 2.04% | -3.8% | |
| QIWI | QIWI PLCadr | $3,065,000 | +10.3% | 160,388 | 0.0% | 1.80% | -2.9% | |
| AABA | ALTABA INC | $2,387,000 | +6.0% | 32,244 | 0.0% | 1.40% | -6.7% | |
| TSLA | TESLA INC | $1,065,000 | -14.5% | 4,000 | 0.0% | 0.62% | -24.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TESLA INC | 24 | Q3 2023 | 69.0% |
| META PLATFORMS | 24 | Q3 2023 | 40.6% |
| TWILIO INC | 24 | Q3 2023 | 25.9% |
| ALIBABA GROUP HOLDING LIMITED | 24 | Q3 2023 | 25.3% |
| SINOVAC BIOTECH LTD | 24 | Q3 2023 | 2.1% |
| ELASTIC N.V. | 16 | Q3 2023 | 15.0% |
| ZTO EXPRESS CAYMAN INC | 15 | Q2 2021 | 5.9% |
| AGORA INC | 13 | Q3 2023 | 20.4% |
| XPENG INC | 13 | Q3 2023 | 12.2% |
| UP FINTECH HOLDING | 12 | Q3 2023 | 1.3% |
View Neumann Advisory Hong Kong Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-04-04 |
| 13F-HR/A | 2023-02-06 |
| 13F-HR/A | 2023-02-03 |
| 13F-HR/A | 2023-02-01 |
| 13F-HR/A | 2023-02-01 |
| 13F-HR/A | 2023-02-01 |
View Neumann Advisory Hong Kong Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.