Neumann Advisory Hong Kong Ltd.

AUM · $356K (13F)Positions · 6Turnover · n/a · Q2Filed · Jul 8, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

No new positions

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED JUL 8, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	TSLA	TESLA INC	650K	$273K	76.8%	±0%
2	GOOGL	ALPHABET INC	171K	$61K	17.1%	+6%
3	META	META PLATFORMS	31K	$17K	4.8%	−21%
4	API	AGORA INC	518K	$2K	0.6%	−52%
5	SVA	SINOVAC BIOTECH LTD	316K	$2K	0.6%	±0%
6	ESTC	ELASTIC N.V.	4K	$0K	0.1%	−89%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE NEUMANN SIGNAL

Neumann Advisory Hong Kong Ltd is a Other fund managing $356 thousand in assets. The fund runs a focused portfolio of just 6 positions.