Tree Line Advisors (Hong Kong) Ltd. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Tree Line Advisors (Hong Kong) Ltd. disclosed 3 US equity positions worth $232.6m in its Q1 2026 13F filing. The largest position was NBIS at 42.4% of the reported book, followed by SE and CPNG.
What did Tree Line Advisors (Hong Kong) Ltd. own in Q1 2026? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NBIS NEBIUS GROUP N.V. | Communication Services | 42.4% | $98.7m | 1,070,000 | – | |
| 2 | SE SEA LTD | Consumer Cyclical | 31.6% | $73.6m | 940,000 | – | |
| 3 | CPNG COUPANG INC | Consumer Cyclical | 25.9% | $60.3m | 3,300,000 | – |
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.