$285 Thousand is the total value of Neumann Advisory Hong Kong Ltd's 16 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TSLA | Buy | TESLA INC | $171,086 | +18.2% | 645,000 | +200.0% | 59.99% | +26.1% |
Sell | ELASTIC N.V.ord | $34,178 | -1.4% | 476,410 | -7.0% | 11.98% | +5.2% | |
TWLO | Sell | TWILIO INC | $25,021 | -22.7% | 361,884 | -6.3% | 8.77% | -17.5% |
XPEV | Sell | XPENG INCadr | $12,448 | -66.6% | 1,041,635 | -11.3% | 4.36% | -64.3% |
BABA | ALIBABA GROUP HOLDING LIMITEDadr | $9,849 | -29.6% | 123,133 | 0.0% | 3.45% | -24.9% | |
API | Sell | AGORA INCadr | $7,893 | -51.6% | 2,174,342 | -12.5% | 2.77% | -48.4% |
Sell | NAVITAS SEMICONDUCTOR CORP | $6,716 | +20.8% | 1,384,817 | -3.8% | 2.36% | +28.9% | |
FB | META PLATFORMScl a ord | $6,558 | -15.9% | 48,337 | 0.0% | 2.30% | -10.2% | |
MRNA | MODERNA INC | $3,910 | -17.2% | 33,067 | 0.0% | 1.37% | -11.7% | |
BFLY | BUTTERFLY NETWORK INC | $2,288 | +53.1% | 486,783 | 0.0% | 0.80% | +63.3% | |
SVA | SINOVAC BIOTECH LTDord | $2,042 | 0.0% | 315,586 | 0.0% | 0.72% | +6.7% | |
QSI | Sell | QUANTUM SI INC | $1,176 | +9.5% | 427,631 | -7.6% | 0.41% | +16.7% |
WOLFSPEED INC | $1,057 | +62.9% | 10,223 | 0.0% | 0.37% | +74.2% | ||
TIGR | Sell | UP FINTECH HOLDINGadr | $819 | -37.3% | 248,963 | -10.3% | 0.29% | -33.3% |
RLX | Sell | RLX TECHNOLOGY INCsponsored ads | $99 | -53.5% | 94,637 | -5.4% | 0.04% | -50.0% |
YMM | FULL TRUCK ALLIANCE CO LTDadr | $48 | -28.4% | 7,338 | 0.0% | 0.02% | -22.7% |
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 | 2024-01-11 |
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 |
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.