Vault-13

Neumann Advisory Hong Kong Ltd

CENTRAL, K3 · CIK 1727862 · 13F filing filed 2026-07-08

SEC-registered investment adviser since 2020 · other (specify)

As an employer

$355.9m reported value +12.1% vs Q1 2026
6positions
100.0%in top 10
0 new 1 added 3 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 TESLA INC COM TSLA TSLA 649,768 $273.3m76.80% 76.80% UnchangedShares held: Q3 2025 668.6k, Q4 2025 649.8k, Q1 2026 649.8k, Q2 2026 649.8k
2 ALPHABET INC CAP STK CL A GOOGL GOOGL 170,739 $61.0m17.15% 17.15% AddedShares held: Q3 2025 124.2k, Q4 2025 154.1k, Q1 2026 160.7k, Q2 2026 170.7k +10.0k +10,000 6.2%
3 META PLATFORMS INC CL A META META 30,537 $17.2m4.83% 4.83% ReducedShares held: Q3 2025 38.5k, Q4 2025 38.5k, Q1 2026 38.5k, Q2 2026 30.5k -8.0k -8,000 -20.8%
4 AGORA INC ADS API API 517,659 $2.1m0.58% 0.58% ReducedShares held: Q3 2025 1.8m, Q4 2025 1.6m, Q1 2026 1.1m, Q2 2026 517.7k -556.3k -556,311 -51.8%
5 SINOVAC BIOTECH LTD SHS SVA SVA 315,586 $2.0m0.57% 0.57% UnchangedShares held: Q3 2025 315.6k, Q4 2025 315.6k, Q1 2026 315.6k, Q2 2026 315.6k
6 ELASTIC N V ORD SHS ESTC ESTC 4,114 $235.0k0.07% 0.07% ReducedShares held: Q3 2025 56.7k, Q4 2025 35.9k, Q1 2026 35.9k, Q2 2026 4.1k -31.8k -31,816 -88.5%