$188 Thousand is the total value of Neumann Advisory Hong Kong Ltd's 11 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 8.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | FACEBOOK INC | $63,342 | +27.2% | 380,000 | 0.0% | 33.68% | -2.5% | |
| BABA | ALIBABA GROUP HOLDING LIMITEDadr | $41,259 | +33.1% | 226,141 | 0.0% | 21.94% | +2.0% | |
| TWLO | TWILIO INC | $30,357 | +44.7% | 235,000 | 0.0% | 16.14% | +10.9% | |
| WB | WEIBO CORPORATIONadr | $14,773 | +6.1% | 238,319 | 0.0% | 7.86% | -18.7% | |
| ATHM | Sell | AUTOHOME INCadr | $10,489 | +27.8% | 99,779 | -4.9% | 5.58% | -2.0% |
| TSLA | Buy | TESLA INC | $9,235 | +131.2% | 33,000 | +175.0% | 4.91% | +77.2% |
| ZTO | ZTO EXPRESS (CAYMAN) INCadr | $7,700 | +15.5% | 421,210 | 0.0% | 4.09% | -11.5% | |
| CTRP | CTRIP.COM INTERNATIONAL LTD.adr | $6,826 | +61.4% | 156,240 | 0.0% | 3.63% | +23.8% | |
| SVA | SINOVAC BIOTECH LTDord | $2,042 | -6.8% | 315,586 | 0.0% | 1.09% | -28.5% | |
| AABA | ALTABA INC | $1,089 | +27.8% | 14,697 | 0.0% | 0.58% | -2.0% | |
| DBX | DROPBOX | $948 | +6.6% | 43,504 | 0.0% | 0.50% | -18.3% | |
| QIWI | Exit | QIWI PLCadr | $0 | – | -98,877 | -100.0% | -0.97% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-02-01
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.