$163 Million is the total value of Neumann Advisory Hong Kong Ltd's 14 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSLA | Buy | TESLA INC | $82,890 | -51.6% | 672,914 | +4.3% | 50.97% | -15.0% |
| Sell | ELASTIC N.V.ord | $18,433 | -46.1% | 357,913 | -24.9% | 11.34% | -5.4% | |
| TWLO | TWILIO INC | $17,718 | -29.2% | 361,884 | 0.0% | 10.90% | +24.2% | |
| XPEV | XPENG INCadr | $10,354 | -16.8% | 1,041,635 | 0.0% | 6.37% | +45.9% | |
| API | AGORA INCadr | $8,502 | +7.7% | 2,174,342 | 0.0% | 5.23% | +88.9% | |
| MRNA | MODERNA INC | $5,939 | +51.9% | 33,067 | 0.0% | 3.65% | +166.4% | |
| NAVITAS SEMICONDUCTOR CORP | $4,861 | -27.6% | 1,384,817 | 0.0% | 2.99% | +26.9% | ||
| FB | Sell | META PLATFORMScl a ord | $4,613 | -29.7% | 38,337 | -20.7% | 2.84% | +23.3% |
| BABA | Sell | ALIBABA GROUP HOLDING LIMITEDadr | $3,726 | -62.2% | 42,303 | -65.6% | 2.29% | -33.7% |
| SVA | SINOVAC BIOTECH LTDord | $2,042 | 0.0% | 315,586 | 0.0% | 1.26% | +75.4% | |
| BFLY | BUTTERFLY NETWORK INC | $1,197 | -47.7% | 486,783 | 0.0% | 0.74% | -8.2% | |
| TIGR | UP FINTECH HOLDINGadr | $849 | +3.7% | 248,963 | 0.0% | 0.52% | +81.9% | |
| QSI | QUANTUM SI INC | $783 | -33.4% | 427,631 | 0.0% | 0.48% | +17.0% | |
| WOLFSPEED INC | $706 | -33.2% | 10,223 | 0.0% | 0.43% | +17.0% | ||
| YMM | Exit | FULL TRUCK ALLIANCE CO LTDadr | $0 | – | -7,338 | -100.0% | -0.02% | – |
| RLX | Exit | RLX TECHNOLOGY INCsponsored ads | $0 | – | -94,637 | -100.0% | -0.04% | – |
Signatures
The EDGAR filing(s) were signed by:
- Catherine Leung — Executive Director
- Neumann Advisory Hong Kong Ltd holdings (13F-HR)
- Neumann Advisory Hong Kong Ltd ownership history
- Neumann Advisory Hong Kong Ltd portfolio value
- Neumann Advisory Hong Kong Ltd filings
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