Tree Line Advisors (Hong Kong) Ltd.
Follow13F filer, CIK 1535096, CENTRAL, Hong Kong
Tree Line Advisors (Hong Kong) Ltd. reported $547,517,900 across 6 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000929638-25-004239
- Period
- 2025-09-30
- Reported value
- $548M
- Holdings
- 6
- Top 10 weight
- 100%
- New
- 2
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| FUTUnew | +370,000 | $64.3M |
| AVGOnew | +160,000 | $52.5M |
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
| Security | Shares change | Approx. value |
|---|---|---|
| SEreduced | -290,000 | -$52.6M |
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, Q3 2025
Share positions as resolved from 13F-HR 0000929638-25-004239, largest first. % of portfolio is the value over $547,517,900, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| SESEA LTD | 940,000 | $171M | 31.15% | -290,000 | Timeline | ||
| NBISNEBIUS GROUP N.V. | 1,070,000 | $118M | 21.54% | 0 | Timeline | ||
| CPNGCOUPANG INC | 3,300,000 | $108M | 19.79% | 0 | Timeline | ||
| FUTUFUTU HLDGS LTD | 370,000 | $64.3M | 11.73% | new | Timeline | ||
| AVGOBROADCOM INC | 160,000 | $52.5M | 9.58% | new | Timeline | ||
| ATATATOUR LIFESTYLE HLDGS LTD | 900,000 | $34M | 6.2% | 0 | Timeline |
How Q3 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000929638-25-004239 | base | 2025-11-13 | acceptance time not in the bulk data set |