$301 Million is the total value of Neumann Advisory Hong Kong Ltd's 10 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TWLO | Buy | TWILIO INC | $77,985,000 | +185.7% | 355,416 | +16.5% | 25.87% | +78.3% |
| FB | Sell | FACEBOOK INC | $72,662,000 | +14.6% | 320,000 | -15.8% | 24.11% | -28.5% |
| TSLA | TESLA INC | $46,432,000 | +106.1% | 43,000 | 0.0% | 15.40% | +28.6% | |
| BABA | Sell | ALIBABA GROUP HOLDING LIMITEDadr | $42,523,000 | -3.3% | 197,140 | -12.8% | 14.11% | -39.7% |
| Buy | ELASTIC N.V.ord | $38,356,000 | +313.6% | 415,967 | +150.4% | 12.72% | +158.1% | |
| ZTO | ZTO EXPRESS (CAYMAN) INCadr | $15,463,000 | +38.6% | 421,210 | 0.0% | 5.13% | -13.5% | |
| TCOM | TRIP.COM GROUP LIMITEDadr | $4,050,000 | +10.5% | 156,240 | 0.0% | 1.34% | -31.0% | |
| SVA | SINOVAC BIOTECH LTDord | $2,042,000 | 0.0% | 315,586 | 0.0% | 0.68% | -37.7% | |
| WB | Sell | WEIBO CORPORATIONadr | $956,000 | -75.8% | 28,467 | -76.1% | 0.32% | -84.9% |
| DBX | DROPBOX | $947,000 | +20.3% | 43,504 | 0.0% | 0.31% | -24.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-09
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.