Q4 2024 · 13F-HR
Tree Line Advisors (Hong Kong) Ltd.holdings as filed
Filed 2025-02-12 · accession 0000950123-25-001694
$531.8M
Reported value
9
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81141R100 | SE | SEA LTD | $130.5M | 24.5% | 1,230,000 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $72.5M | 13.6% | 3,300,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $68.4M | 12.9% | 295,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $56.4M | 10.6% | 420,000 | Common | SOLE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $49.5M | 9.31% | 1,300,000 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $47.2M | 8.88% | 10,000,000 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $46.4M | 8.72% | 420,000 | Common | SOLE |
| 040413106 | ANETEUR | ARISTA NETWORKS INC | $33.2M | 6.24% | 300,000 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $27.7M | 5.21% | 1,000,000 | 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.