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Tree Line Advisors (Hong Kong) Ltd.

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13F filer, CIK 1535096, CENTRAL, Hong Kong

Tree Line Advisors (Hong Kong) Ltd. reported $400,775,800 across 7 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000950123-25-005075

Period
2025-03-31
Reported value
$401M
Holdings
7
Top 10 weight
100%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BEnew+1,150,000$22.6M
NBISadded+70,000$1.48M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GRABexited-10,000,000-$47.2M
MRVLexited-420,000-$46.4M
ARISTA NETWORKS INCexited-300,000-$33.2M
AVGOreduced-115,000-$19.3M
NVDAreduced-20,000-$2.17M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0000950123-25-005075, largest first. % of portfolio is the value over $400,775,800, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230,000 shares; 2024Q4: 1,230,000 shares; 2025Q1: 1,230,000 shares 1,230,000$161M40.05%0Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300,000 shares; 2024Q4: 3,300,000 shares; 2025Q1: 3,300,000 shares 3,300,000$72.4M18.06%0Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300,000 shares; 2024Q4: 1,300,000 shares; 2025Q1: 1,300,000 shares 1,300,000$49.2M12.28%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,000 shares; 2024Q4: 420,000 shares; 2025Q1: 400,000 shares 400,000$43.4M10.82%-20,000Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,000 shares; 2024Q4: 295,000 shares; 2025Q1: 180,000 shares 180,000$30.1M7.52%-115,000Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,150,000 shares 1,150,000$22.6M5.64%newTimeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000,000 shares; 2025Q1: 1,070,000 shares 1,070,000$22.6M5.64%+70,000Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GRABGRAB HOLDINGS LIMITED10,000,000$47.2Mshares
MRVLMARVELL TECHNOLOGY INC420,000$46.4Mshares
ARISTA NETWORKS INCARISTA NETWORKS INC300,000$33.2Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000950123-25-005075 base2025-05-14acceptance time not in the bulk data set