$262 Thousand is the total value of Neumann Advisory Hong Kong Ltd's 14 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $179,422 | +26.2% | 685,420 | 0.0% | 68.48% | +9.9% | |
| TWLO | TWILIO INC | $23,023 | -4.5% | 361,884 | 0.0% | 8.79% | -16.8% | |
| NAVITAS SEMICONDUCTOR CORP | $14,596 | +44.2% | 1,384,817 | 0.0% | 5.57% | +25.6% | ||
| Sell | ELASTIC N.V.ord | $13,921 | -24.4% | 217,111 | -31.7% | 5.31% | -34.1% | |
| FB | META PLATFORMScl a ord | $11,002 | +35.4% | 38,337 | 0.0% | 4.20% | +17.9% | |
| API | AGORA INCadr | $6,806 | -13.5% | 2,174,342 | 0.0% | 2.60% | -24.7% | |
| XPEV | Sell | XPENG INCadr | $3,109 | -47.4% | 231,635 | -56.4% | 1.19% | -54.2% |
| MRNA | MODERNA INC | $2,686 | -20.9% | 22,107 | 0.0% | 1.02% | -31.1% | |
| BABA | ALIBABA GROUP HOLDING LIMITEDadr | $2,639 | -18.4% | 31,662 | 0.0% | 1.01% | -29.0% | |
| SVA | SINOVAC BIOTECH LTDord | $2,042 | 0.0% | 315,586 | 0.0% | 0.78% | -13.0% | |
| BFLY | BUTTERFLY NETWORK INC | $1,120 | +22.4% | 486,783 | 0.0% | 0.43% | +6.7% | |
| TIGR | UP FINTECH HOLDINGadr | $707 | -14.7% | 248,963 | 0.0% | 0.27% | -25.6% | |
| WOLFSPEED INC | $568 | -14.5% | 10,223 | 0.0% | 0.22% | -25.4% | ||
| QSI | QUANTUM SI INC | $345 | +1.8% | 192,857 | 0.0% | 0.13% | -11.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-15
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.