Portfolio (Quarterly) Guide ↗

Neumann Advisory Hong Kong Ltd

· CIK 0001727862

13F Portfolio $317M AUM 6 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 Added 1 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MRNA	MODERNA INC	Healthcare	21,285	$628K	0.17%	SOLD

Sector Allocation

Consumer Cyclical 76.6%

Communication Services 21.6%

Technology 1.8%