Tree Line Advisors (Hong Kong) Ltd. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Tree Line Advisors (Hong Kong) Ltd. disclosed 4 US equity positions worth $384.1m in its Q2 2025 13F filing. The largest position was SE at 51.2% of the reported book, followed by CPNG and NBIS. Against the Q1 2025 filing, it opened 1 new position, added to 0 and reduced 0 among the top 4 holdings.
What did Tree Line Advisors (Hong Kong) Ltd. own in Q2 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SE SEA LTD | Consumer Cyclical | 51.2% | $196.7m | 1,230,000 | 0% | held |
| 2 | CPNG COUPANG INC | Consumer Cyclical | 25.7% | $98.9m | 3,300,000 | 0% | held |
| 3 | NBIS NEBIUS GROUP N.V. | Communication Services | 15.4% | $59.2m | 1,070,000 | 0% | held |
| 4 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 7.6% | $29.3m | 900,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.