$186 Million is the total value of Neumann Advisory Hong Kong Ltd's 11 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | Buy | FACEBOOK INC | $71,898,000 | +25.0% | 370,000 | +2.8% | 38.75% | +14.8% |
| BABA | ALIBABA GROUP HOLDING LIMITEDadr | $40,817,000 | +1.1% | 220,000 | 0.0% | 22.00% | -7.1% | |
| WB | Sell | WEIBO CORPORATIONadr | $21,153,000 | -26.3% | 238,319 | -0.7% | 11.40% | -32.3% |
| ATHM | Sell | AUTOHOME INCadr | $13,420,000 | +9.3% | 132,871 | -7.0% | 7.23% | +0.4% |
| TWLO | TWILIO INC | $13,165,000 | +46.7% | 235,000 | 0.0% | 7.10% | +34.8% | |
| ZTO | Buy | ZTO EXPRESS (CAYMAN) INCadr | $8,424,000 | +57.0% | 421,210 | +17.7% | 4.54% | +44.3% |
| CTRP | CTRIP.COM INTERNATIONAL LTD.adr | $7,442,000 | +2.2% | 156,240 | 0.0% | 4.01% | -6.1% | |
| SVA | SINOVAC BIOTECH LTDord | $3,005,000 | -13.4% | 402,844 | 0.0% | 1.62% | -20.4% | |
| QIWI | Sell | QIWI PLCadr | $2,500,000 | -18.4% | 158,707 | -1.0% | 1.35% | -25.1% |
| AABA | ALTABA INC | $2,361,000 | -1.1% | 32,244 | 0.0% | 1.27% | -9.1% | |
| TSLA | TESLA INC | $1,372,000 | +28.8% | 4,000 | 0.0% | 0.74% | +18.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-12
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.