13F HOLDINGS REPORT
Tree Line Advisors (Hong Kong) Ltd.
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0000950123-23-010077
Total Value
$234.7M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 87,000 | $37.8M | 16.13% |
| 2 | COUPANG INC | CPNG | 2,000,000 | $34.0M | 14.49% |
| 3 | SEA LTD | SE | 770,000 | $33.8M | 14.42% |
| 4 | BROADCOM INC | AVGO | 39,400 | $32.7M | 13.95% |
| 5 | ARISTA NETWORKS INC | ANET | 173,000 | $31.8M | 13.56% |
| 6 | FREEPORT-MCMORAN INC | FCX | 800,000 | $29.8M | 12.71% |
| 7 | PDD HOLDINGS INC | PDD | 260,000 | $25.5M | 10.87% |
| 8 | TDCX INC | 87190U100 | 1,540,000 | $9.1M | 3.88% |