MondegarAI
Tree Line Advisors (Hong Kong) Ltd.

Q1 2025 · 13F-HR

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

Filed 2025-05-14 · accession 0000950123-25-005075

$400.8M
Reported value
7
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
81141R100SESEA LTD$160.5M40.0%1,230,000CommonSOLE
22266T109CPNGCOUPANG INC$72.4M18.1%3,300,000CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$49.2M12.3%1,300,000CommonSOLE
67066G104NVDANVIDIA CORPORATION$43.4M10.8%400,000CommonSOLE
11135F101AVGOBROADCOM INC$30.1M7.52%180,000CommonSOLE
093712107BEBLOOM ENERGY CORP$22.6M5.64%1,150,000CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$22.6M5.64%1,070,000CommonSOLE

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.