13F HOLDINGS REPORT
Tree Line Advisors (Hong Kong) Ltd.
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0000950123-24-011094
Total Value
$430.6M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEA LTD | SE | 1,230,000 | $116.0M | 26.93% |
| 2 | COUPANG INC | CPNG | 3,300,000 | $81.0M | 18.82% |
| 3 | FREEPORT-MCMORAN INC | FCX | 1,300,000 | $64.9M | 15.07% |
| 4 | NVIDIA CORPORATION | NVDA | 420,000 | $51.0M | 11.85% |
| 5 | BROADCOM INC | AVGO | 295,000 | $50.9M | 11.82% |
| 6 | GRAB HOLDINGS LIMITED | GRABW | 10,000,000 | $38.0M | 8.83% |
| 7 | ARISTA NETWORKS INC | ANET | 75,000 | $28.8M | 6.69% |