13F HOLDINGS REPORT
Tree Line Advisors (Hong Kong) Ltd.
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000950123-24-005545
Total Value
$331.4M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 77,000 | $69.6M | 20.99% |
| 2 | COUPANG INC | CPNG | 2,980,000 | $53.0M | 15.99% |
| 3 | SEA LTD | SE | 910,000 | $48.9M | 14.75% |
| 4 | BROADCOM INC | AVGO | 35,000 | $46.4M | 14.00% |
| 5 | ARISTA NETWORKS INC | ANET | 152,000 | $44.1M | 13.30% |
| 6 | FREEPORT-MCMORAN INC | FCX | 800,000 | $37.6M | 11.35% |
| 7 | MARVELL TECHNOLOGY INC | MRVL | 450,000 | $31.9M | 9.62% |