Neumann Advisory Hong Kong Ltd
CIK
1727862
Location
CENTRAL, K3
Portfolio Value
Small
$315,419,526
Diversification
Highly concentrated
Filing Date
Global Rank
#3,032
/ 8,232
▼ 130
Top Industry
Auto Manufacturers
76.6%
3Y Alpha vs SPY
-3.4%
Period ended 2 months ago
Filed Apr 14, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+61.8%
SPY
+76.3%
Annualised alpha
-3.4%
Max drawdown
−49.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
76.6%
−1.2 pts
Top 5
100.0%
+0.2 pts
Top 10
100.0%
0.0 pts
HHI
6,130
Highly concentrated−131
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 76.6% | $241,551,254 |
| Communication Services | 21.6% | $68,270,279 |
| Technology | 1.8% | $5,597,993 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | +6,600 | 160,739 | $46,222,106 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| API | Agora, Inc. | −534,326 | 1,073,970 | $3,801,853 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MRNA | Moderna, Inc. | 21,285 | $627,694 | |
| No positions match the current search. | ||||
5 positions ·
$315,419,526 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 649,768 | $241,551,254 | 76.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 160,739 | $46,222,106 | 14.65% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 38,537 | $22,048,173 | 6.99% | |
| API |
Agora, Inc.
Technology
|
Reduced | 1,073,970 | $3,801,853 | 1.21% | |
| ESTC |
Elastic N.V.
Technology
|
Held | 35,930 | $1,796,140 | 0.57% |