$529 Thousand is the total value of Neumann Advisory Hong Kong Ltd's 10 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $151,719 | -99.8% | 215,000 | 0.0% | 28.70% | +22.9% | |
| TWLO | TWILIO INC | $128,486 | -99.9% | 379,574 | 0.0% | 24.30% | +2.4% | |
| API | Buy | AGORA INCadr | $86,753 | -98.2% | 2,192,934 | +1828.7% | 16.41% | +1226.7% |
| ELASTIC N.V.ord | $66,162 | -99.9% | 452,758 | 0.0% | 12.52% | +1.2% | ||
| BABA | Sell | ALIBABA GROUP HOLDING LIMITEDadr | $39,564 | -99.9% | 170,000 | -5.6% | 7.48% | -44.1% |
| FB | Sell | FACEBOOK INC | $31,843 | -100.0% | 116,572 | -62.4% | 6.02% | -70.7% |
| ZTO | ZTO EXPRESS (CAYMAN) INCadr | $11,081 | -99.9% | 380,000 | 0.0% | 2.10% | -27.2% | |
| XPEV | XPENG INCadr | $8,780 | -99.8% | 205,000 | 0.0% | 1.66% | +59.6% | |
| TIGR | New | UP FINTECH HOLDINGadr | $2,204 | – | 277,567 | +100.0% | 0.42% | – |
| SVA | SINOVAC BIOTECH LTDord | $2,042 | -99.9% | 315,586 | 0.0% | 0.39% | -25.3% | |
| TCOM | Exit | TRIP.COM GROUP LIMITEDadr | $0 | – | -116,240 | -100.0% | -0.92% | – |
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.