13F HOLDINGS REPORT
Tree Line Advisors (Hong Kong) Ltd.
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0000950123-25-001694
Total Value
$531.8M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEA LTD | SE | 1,230,000 | $130.5M | 24.54% |
| 2 | COUPANG INC | CPNG | 3,300,000 | $72.5M | 13.64% |
| 3 | BROADCOM INC | AVGO | 295,000 | $68.4M | 12.86% |
| 4 | NVIDIA CORPORATION | NVDA | 420,000 | $56.4M | 10.61% |
| 5 | FREEPORT-MCMORAN INC | FCX | 1,300,000 | $49.5M | 9.31% |
| 6 | GRAB HOLDINGS LIMITED | GRABW | 10,000,000 | $47.2M | 8.88% |
| 7 | MARVELL TECHNOLOGY INC | MRVL | 420,000 | $46.4M | 8.72% |
| 8 | ARISTA NETWORKS INC | ANET | 300,000 | $33.2M | 6.24% |
| 9 | NEBIUS GROUP N.V. | NBIS | 1,000,000 | $27.7M | 5.21% |