$304 Thousand is the total value of Neumann Advisory Hong Kong Ltd's 16 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $144,785 | -37.5% | 215,000 | 0.0% | 47.58% | -7.1% | |
| XPEV | Buy | XPENG INCadr | $37,255 | +25.8% | 1,173,758 | +9.3% | 12.24% | +87.0% |
| ELASTIC N.V.ord | $34,650 | -23.9% | 512,044 | 0.0% | 11.39% | +13.1% | ||
| TWLO | TWILIO INC | $32,354 | -49.1% | 386,042 | 0.0% | 10.63% | -24.4% | |
| API | AGORA INCadr | $16,324 | -33.9% | 2,484,587 | 0.0% | 5.36% | -1.7% | |
| BABA | ALIBABA GROUP HOLDING LIMITEDadr | $13,998 | +4.5% | 123,133 | 0.0% | 4.60% | +55.4% | |
| FB | Sell | FACEBOOK INC | $7,794 | -44.6% | 48,337 | -23.6% | 2.56% | -17.7% |
| NAVITAS SEMICONDUCTOR CORP | $5,558 | -62.4% | 1,439,776 | 0.0% | 1.83% | -44.2% | ||
| MRNA | MODERNA INC | $4,724 | -17.1% | 33,067 | 0.0% | 1.55% | +23.3% | |
| SVA | SINOVAC BIOTECH LTDord | $2,042 | 0.0% | 315,586 | 0.0% | 0.67% | +48.8% | |
| BFLY | BUTTERFLY NETWORK INC | $1,494 | -35.5% | 486,783 | 0.0% | 0.49% | -4.1% | |
| TIGR | UP FINTECH HOLDINGadr | $1,307 | -3.9% | 277,567 | 0.0% | 0.43% | +42.9% | |
| QSI | QUANTUM SI INC | $1,074 | -50.4% | 462,733 | 0.0% | 0.35% | -26.3% | |
| WOLFSPEED INC | $649 | -44.2% | 10,223 | 0.0% | 0.21% | -17.1% | ||
| RLX | RLX TECHNOLOGY INCsponsored ads | $213 | +19.0% | 100,000 | 0.0% | 0.07% | +75.0% | |
| YMM | FULL TRUCK ALLIANCE CO LTDadr | $67 | +36.7% | 7,338 | 0.0% | 0.02% | +100.0% |
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.