13F HOLDINGS REPORT
Tree Line Advisors (Hong Kong) Ltd.
Quarter ended Q3 2023 · Filed August 10, 2023 · Accession 0000950123-23-007185
Total Value
$144.3M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEA LTD | SE | 770,000 | $44.7M | 30.97% |
| 2 | FREEPORT-MCMORAN INC | FCX | 800,000 | $32.0M | 22.18% |
| 3 | BROADCOM INC | AVGO | 34,000 | $29.5M | 20.44% |
| 4 | ARISTA NETWORKS INC | ANET | 160,000 | $25.9M | 17.97% |
| 5 | TDCX INC | 87190U100 | 1,540,000 | $12.2M | 8.44% |