本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Neumann Advisory Hong Kong Ltd (CIK 1727862) reported $355.9M across 6 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TSLA ($273.3M, 76.80%), GOOGL ($61.0M, 17.15%), META ($17.2M, 4.83%), API ($2.1M, 0.58%), SVA ($2.0M, 0.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | $273.3M | 76.80% | 649,768 | Hold |
| 2 | GOOGL | ALPHABET INC | $61.0M | 17.15% | 170,739 | Added |
| 3 | META | META PLATFORMS | $17.2M | 4.83% | 30,537 | Trimmed |
| 4 | API | AGORA INC | $2.1M | 0.58% | 517,659 | Trimmed |
| 5 | SVA | SINOVAC BIOTECH LTD | $2.0M | 0.57% | 315,586 | Hold |
| 6 | ESTC | ELASTIC N.V. | $235,000 | 0.07% | 4,114 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30