Tree Line Advisors (Hong Kong) Ltd. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Tree Line Advisors (Hong Kong) Ltd. disclosed 3 US equity positions worth $351.1m in its Q2 2026 13F filing. The largest position was NBIS at 55.1% of the reported book, followed by SE and CPNG. Against the Q1 2026 filing, it opened 0 new positions, added to 1 and reduced 1 among the top 3 holdings.
What did Tree Line Advisors (Hong Kong) Ltd. own in Q2 2026? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | NBIS NEBIUS GROUP N.V. | Communication Services | 55.1% | $193.3m | 700,000 | -35% | reduced |
| 2 | SE SEA LTD | Consumer Cyclical | 25.7% | $90.1m | 940,000 | 0% | held |
| 3 | CPNG COUPANG INC | Consumer Cyclical | 19.3% | $67.7m | 3,900,000 | 18% | added |
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.