$188 Million is the total value of Neumann Advisory Hong Kong Ltd's 10 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 9.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | FACEBOOK INC | $63,384,000 | -18.7% | 380,000 | 0.0% | 33.70% | -14.2% | |
| BABA | ALIBABA GROUP HOLDING LIMITEDadr | $43,980,000 | -8.3% | 226,141 | 0.0% | 23.39% | -3.2% | |
| TWLO | Buy | TWILIO INC | $27,294,000 | +18.2% | 305,000 | +29.8% | 14.51% | +24.7% |
| TSLA | TESLA INC | $22,532,000 | +25.3% | 43,000 | 0.0% | 11.98% | +32.2% | |
| ZTO | ZTO EXPRESS (CAYMAN) INCadr | $11,154,000 | +13.4% | 421,210 | 0.0% | 5.93% | +19.7% | |
| Buy | ELASTIC N.V.ord | $9,273,000 | +621.1% | 166,145 | +730.7% | 4.93% | +661.0% | |
| WB | Sell | WEIBO CORPORATIONadr | $3,951,000 | -61.0% | 119,319 | -45.3% | 2.10% | -58.8% |
| TCOM | TRIP.COM GROUP LIMITEDadr | $3,664,000 | -30.1% | 156,240 | 0.0% | 1.95% | -26.2% | |
| SVA | SINOVAC BIOTECH LTDord | $2,042,000 | 0.0% | 315,586 | 0.0% | 1.09% | +5.5% | |
| DBX | DROPBOX | $787,000 | +1.0% | 43,504 | 0.0% | 0.42% | +6.4% | |
| YY | Exit | JOYY INCadr | $0 | – | -40,000 | -100.0% | -1.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-07
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.