Neumann Advisory Hong Kong LTD Portfolio Holdings

Neumann Advisory Hong Kong LTD

  • $341 Million
  • Q4 2024

Neumann Advisory Hong Kong LTD has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $341 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $272M, Meta Platforms, Inc. with a value of $22.6M, Pony Ai Inc with a value of $14.8M, Agora, Inc. with a value of $9.04M, and Alphabet Inc. with a value of $7.66M.

Examining the 13F form we can see an increase of $93.9M in the current position value, from $247M to 341M.

Below you can find more details about Neumann Advisory Hong Kong LTD portfolio as well as his latest detailed transactions.

Portfolio value $341 Million
Consumer Cyclical: $272 Million
Communication Services: $30.7 Million
Technology: $20.6 Million
Healthcare: $885,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.31T
$272 Million 79.78% of portfolio
673,608
Q2 2024 Reduced 2.44%
$1.43T
$22.6 Million 6.62% of portfolio
38,537
Q2 2024 Added 0.52%
Pony Ai Inc
-
$14.8 Million 4.34% of portfolio
-
Q4 2024 New
$545M
$9.04 Million 2.65% of portfolio
2,172,642
Q2 2024 Reduced 0.08%
$1.18T
$7.66 Million 2.25% of portfolio
40,439
Q4 2024 Added 24.47%
$9.62B
$6.61 Million 1.94% of portfolio
66,730
Q4 2024 Reduced 57.59%
$512M
$4.9 Million 1.44% of portfolio
1,373,439
Q2 2024 Reduced 0.82%
Sinovac Biotech LTD
-
$2.04 Million 0.6% of portfolio
-
Q4 2018 Reduced 15.73%
$15.1B
$885,000 0.26% of portfolio
21,285
Q2 2024 Reduced 3.72%
$19.5B
$432,000 0.13% of portfolio
4,000
Q4 2024 Reduced 98.41%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $341 Million
  • Prior Value $247 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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