Tree Line Advisors (Hong Kong) Ltd. — Q1 2026 13F-HR

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Q1 2026 · 13F-HR

Tree Line Advisors (Hong Kong) Ltd.holdings as filed

Filed 2026-05-14 · accession 0000929638-26-001861

$232.6M

Reported value

Positions

2026-03-31

Period end

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The Brief · Tree Line Advisors (Hong Kong) Ltd. · Q1 2026

AI · grounded in 13F

Tree Line Advisors (Hong Kong) Ltd. closed its position in FUTU, reducing its exposure by $60.76M. The fund also exited its holdings in AVGO and ATAT, representing decreases of $55.38M and $35.46M respectively. These moves reduced the fund's total position count to three.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
N97284108	NBIS	NEBIUS GROUP N.V.	$98.7M	42.4%	1,070,000	Common	SOLE
81141R100	SE	SEA LTD	$73.6M	31.6%	940,000	Common	SOLE
22266T109	CPNG	COUPANG INC	$60.3M	25.9%	3,300,000	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.