$452 Thousand is the total value of Neumann Advisory Hong Kong Ltd's 16 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $231,684 | +2.0% | 215,000 | 0.0% | 51.21% | +30.3% | |
| TWLO | Buy | TWILIO INC | $63,624 | -36.4% | 386,042 | +1.7% | 14.06% | -18.6% |
| Sell | ELASTIC N.V.ord | $45,546 | -34.6% | 512,044 | -9.4% | 10.07% | -16.3% | |
| XPEV | XPENG INCadr | $29,625 | -45.2% | 1,073,758 | 0.0% | 6.55% | -29.9% | |
| API | AGORA INCadr | $24,697 | -38.7% | 2,484,587 | 0.0% | 5.46% | -21.6% | |
| Sell | NAVITAS SEMICONDUCTOR CORP | $14,801 | -42.0% | 1,439,776 | -4.0% | 3.27% | -25.8% | |
| FB | Sell | FACEBOOK INC | $14,070 | -44.1% | 63,276 | -15.5% | 3.11% | -28.6% |
| BABA | ALIBABA GROUP HOLDING LIMITEDadr | $13,397 | -8.4% | 123,133 | 0.0% | 2.96% | +17.1% | |
| MRNA | Sell | MODERNA INC | $5,696 | -34.2% | 33,067 | -2.9% | 1.26% | -15.8% |
| BFLY | Sell | BUTTERFLY NETWORK INC | $2,317 | -37.5% | 486,783 | -12.1% | 0.51% | -20.1% |
| QSI | Sell | QUANTUM SI INC | $2,166 | -44.1% | 462,733 | -6.1% | 0.48% | -28.6% |
| SVA | SINOVAC BIOTECH LTDord | $2,042 | 0.0% | 315,586 | 0.0% | 0.45% | +27.8% | |
| TIGR | UP FINTECH HOLDINGadr | $1,360 | -0.2% | 277,567 | 0.0% | 0.30% | +27.5% | |
| WOLFSPEED INC | $1,164 | +1.8% | 10,223 | 0.0% | 0.26% | +29.8% | ||
| RLX | Sell | RLX TECHNOLOGY INCsponsored ads | $179 | -81.6% | 100,000 | -60.0% | 0.04% | -76.3% |
| YMM | Sell | FULL TRUCK ALLIANCE CO LTDadr | $49 | -46.7% | 7,338 | -33.5% | 0.01% | -31.2% |
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.