Neumann Advisory Hong Kong Ltd Buys Twilio Inc, Trip.com Group, Sells Trip.com Group, Weibo Corp, JOYY Inc

Author's Avatar
Apr 07, 2020
Article's Main Image
Investment company Neumann Advisory Hong Kong Ltd (Current Portfolio) buys Twilio Inc, Trip.com Group, sells Trip.com Group, Weibo Corp, JOYY Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Neumann Advisory Hong Kong Ltd. As of 2020Q1, Neumann Advisory Hong Kong Ltd owns 9 stocks with a total value of $179 million. These are the details of the buys and sells.
  • New Purchases: TCOM,
  • Added Positions: TWLO,
  • Reduced Positions: WB,
  • Sold Out: CLV, 0YYA,

For the details of Neumann Advisory Hong Kong Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/neumann+advisory+hong+kong+ltd/current-portfolio/portfolio

These are the top 5 holdings of Neumann Advisory Hong Kong Ltd
  1. Facebook Inc (FB) - 380,000 shares, 35.45% of the total portfolio.
  2. Alibaba Group Holding Ltd (BABA) - 226,141 shares, 24.60% of the total portfolio.
  3. Twilio Inc (TWLO) - 305,000 shares, 15.27% of the total portfolio. Shares added by 29.79%
  4. Tesla Inc (TSLA) - 43,000 shares, 12.60% of the total portfolio.
  5. ZTO Express (Cayman) Inc (ZTO) - 421,210 shares, 6.24% of the total portfolio.
New Purchase: Trip.com Group Ltd (TCOM)

Neumann Advisory Hong Kong Ltd initiated holding in Trip.com Group Ltd. The purchase prices were between $21.63 and $38.94, with an estimated average price of $31.36. The stock is now traded at around $23.46. The impact to a portfolio due to this purchase was 2.05%. The holding were 156,240 shares as of .

Added: Twilio Inc (TWLO)

Neumann Advisory Hong Kong Ltd added to a holding in Twilio Inc by 29.79%. The purchase prices were between $71.7 and $131.9, with an estimated average price of $110.04. The stock is now traded at around $86.66. The impact to a portfolio due to this purchase was 3.5%. The holding were 305,000 shares as of .

Sold Out: Trip.com Group Ltd (CLV)

Neumann Advisory Hong Kong Ltd sold out a holding in Trip.com Group Ltd. The sale prices were between $19.5 and $35.2, with an estimated average price of $28.72.

Sold Out: JOYY Inc (0YYA)

Neumann Advisory Hong Kong Ltd sold out a holding in JOYY Inc. The sale prices were between $38.8 and $60.4, with an estimated average price of $52.7.

Reduced: Weibo Corp (WB)

Neumann Advisory Hong Kong Ltd reduced to a holding in Weibo Corp by 45.35%. The sale prices were between $30.33 and $51.69, with an estimated average price of $42.51. The stock is now traded at around $33.90. The impact to a portfolio due to this sale was -2.33%. Neumann Advisory Hong Kong Ltd still held 119,319 shares as of .



Here is the complete portfolio of Neumann Advisory Hong Kong Ltd. Also check out:

1. Neumann Advisory Hong Kong Ltd's Undervalued Stocks
2. Neumann Advisory Hong Kong Ltd's Top Growth Companies, and
3. Neumann Advisory Hong Kong Ltd's High Yield stocks
4. Stocks that Neumann Advisory Hong Kong Ltd keeps buying