13F HOLDINGS REPORT
Tree Line Advisors (Hong Kong) Ltd.
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0000950123-25-005075
Total Value
$400.8M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEA LTD | SE | 1,230,000 | $160.5M | 40.05% |
| 2 | COUPANG INC | CPNG | 3,300,000 | $72.4M | 18.06% |
| 3 | FREEPORT-MCMORAN INC | FCX | 1,300,000 | $49.2M | 12.28% |
| 4 | NVIDIA CORPORATION | NVDA | 400,000 | $43.4M | 10.82% |
| 5 | BROADCOM INC | AVGO | 180,000 | $30.1M | 7.52% |
| 6 | BLOOM ENERGY CORP | BE | 1,150,000 | $22.6M | 5.64% |
| 7 | NEBIUS GROUP N.V. | NBIS | 1,070,000 | $22.6M | 5.64% |