$228 Thousand is the total value of Neumann Advisory Hong Kong Ltd's 14 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSLA | Buy | TESLA INC | $142,197 | +71.5% | 685,420 | +1.9% | 62.32% | +22.3% |
| TWLO | TWILIO INC | $24,112 | +36.1% | 361,884 | 0.0% | 10.57% | -3.0% | |
| Sell | ELASTIC N.V.ord | $18,407 | -0.1% | 317,913 | -11.2% | 8.07% | -28.8% | |
| NAVITAS SEMICONDUCTOR CORP | $10,123 | +108.2% | 1,384,817 | 0.0% | 4.44% | +48.4% | ||
| FB | META PLATFORMScl a ord | $8,125 | +76.1% | 38,337 | 0.0% | 3.56% | +25.5% | |
| API | AGORA INCadr | $7,871 | -7.4% | 2,174,342 | 0.0% | 3.45% | -34.0% | |
| XPEV | Sell | XPENG INCadr | $5,906 | -43.0% | 531,635 | -49.0% | 2.59% | -59.3% |
| MRNA | Sell | MODERNA INC | $3,395 | -42.8% | 22,107 | -33.1% | 1.49% | -59.3% |
| BABA | Sell | ALIBABA GROUP HOLDING LIMITEDadr | $3,235 | -13.2% | 31,662 | -25.2% | 1.42% | -38.1% |
| SVA | SINOVAC BIOTECH LTDord | $2,042 | 0.0% | 315,586 | 0.0% | 0.90% | -28.7% | |
| BFLY | BUTTERFLY NETWORK INC | $915 | -23.6% | 486,783 | 0.0% | 0.40% | -45.5% | |
| TIGR | UP FINTECH HOLDINGadr | $829 | -2.4% | 248,963 | 0.0% | 0.36% | -30.5% | |
| WOLFSPEED INC | $664 | -5.9% | 10,223 | 0.0% | 0.29% | -32.9% | ||
| QSI | Sell | QUANTUM SI INC | $339 | -56.7% | 192,857 | -54.9% | 0.15% | -69.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-04
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.