13F HOLDINGS REPORT
Tree Line Advisors (Hong Kong) Ltd.
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000950123-24-008802
Total Value
$385.3M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEA LTD | SE | 1,080,000 | $77.1M | 20.02% |
| 2 | COUPANG INC | CPNG | 3,300,000 | $69.1M | 17.94% |
| 3 | FREEPORT-MCMORAN INC | FCX | 1,300,000 | $63.2M | 16.40% |
| 4 | NVIDIA CORPORATION | NVDA | 440,000 | $54.4M | 14.11% |
| 5 | BROADCOM INC | AVGO | 26,700 | $42.9M | 11.13% |
| 6 | EXXON MOBIL CORP | XOM | 360,000 | $41.4M | 10.76% |
| 7 | ARISTA NETWORKS INC | ANET | 106,000 | $37.2M | 9.64% |