Neumann Advisory Hong Kong Ltd

Est. AUM

$355.9M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TESLA INC	COM	$273.3M	649768	76.80%	SOLE
2	ALPHABET INC	CAP STK CL A	$61.0M	170739	17.15%	SOLE
3	META PLATFORMS	CL A ORD	$17.2M	30537	4.83%	SOLE
4	AGORA INC	ADR	$2.1M	517659	0.58%	SOLE
5	SINOVAC BIOTECH LTD	ORD	$2.0M	315586	0.57%	SOLE
6	ELASTIC N.V.	ORD	$235K	4114	0.07%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.