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Neumann Advisory Hong Kong LTD

CIK:0001727862
Investment Adviser
$341K AUM
8 holdings
Hong Kong, Hong Kong
Founded:2015
1 employees
Latest filing:Sep 30, 2025

Neumann Advisory Hong Kong Limited is an investment advisory firm headquartered in Hong Kong. Founded in 2015, the firm specializes in financial advisory and wealth management services, serving individuals, businesses, and investment companies with tailored strategies designed to achieve client-specific objectives. Neumann Advisory Hong Kong Limited operates with a small team structure and is wholly owned by Neumann Advisors.

Investment Strategy

Neumann Advisory Hong Kong Limited offers discretionary investment management, focusing on global equities across technology and growth sectors, with a portfolio including positions in major technology companies such as Tesla, Meta Platforms, and Alphabet. The firm prioritizes a flexible, client-centric approach, charging fees based on assets under management and performance relative to benchmarks.

Latest 13F Filing Activity

Neumann Advisory Hong Kong LTD filed their most recent 13F report on Sep 30, 2025 disclosing 8 equity positions with a total 13F market value of $393M. The fund increased holdings in Tesla Inc., Alphabet Inc., Pony Ai Inc. among other positions. Neumann Advisory Hong Kong LTD reduced exposure to Agora Inc., Elastic N.V., Twilio Inc. among others.

Top Buys
T
TSLATESLA INC
+$83.4M
G
GOOGLALPHABET INC
+$22.9M
P
PONYPONY AI INC
+$9.6M
A
APIAGORA INC
-$1.2M
E
ESTCELASTIC N.V.
-$834.0K
Top Sells
T
TSLATESLA INC
+$83.4M
G
GOOGLALPHABET INC
+$22.9M
P
PONYPONY AI INC
+$9.6M
A
APIAGORA INC
-$1.2M
E
ESTCELASTIC N.V.
-$834.0K

Top Holdings

T
TSLATESLA INC
+75.6%$297.3M
G
GOOGLALPHABET INC
+7.7%$30.2M
M
METAMETA PLATFORMS
+7.2%$28.3M
P
PONYPONY AI INC
+5.9%$23.2M
A
APIAGORA INC
+1.8%$7.0M

Equity Positions (8)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
TESLA INC75.58%$297.3M668,608$27.99$444.72+$83.4M
ALPHABET INC7.68%$30.2M124,239$219.61$243.10+$22.9M
META PLATFORMS7.19%$28.3M38,537$176.04$734.38-$143.0K
PONY AI INC5.90%$23.2M1,031,880$14.35$22.49+$9.6M
AGORA INC1.77%$7.0M1,819,355$39.53$3.82-$1.2M

Industry Allocation

MOTOR VEHICLES & PASSENGER CAR BODIES
+75.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+14.9%
SERVICES-COMPUTER INTEGRATED SYSTEMS DESIGN
+5.9%
SERVICES-PREPACKAGED SOFTWARE
+3.0%
REFRIGERATION & SERVICE INDUSTRY MACHINERY
+0.5%