Tree Line Advisors (Hong Kong) Ltd. Portfolio Stock Holdings

According to the SEC 13F filed on August 12, 2026, Tree Line Advisors (Hong Kong) Ltd. disclosed 3 stock positions valued at approximately $351.14M as of quarter-end June 30, 2026. The largest holdings include NEBIUS GROUP N.V., SEA LTD, and COUPANG INC.

Report Period: June 30, 2026
No. of Stocks: 3
Portfolio Value: $351.14M

Holdings by Sector

Tree Line Advisors (Hong Kong) Ltd. Portfolio Holdings in Q2 2026

Company	Symbol	Sector	Portfolio %	Shares	Change (Shares)	Change %	Value
NEBIUS GROUP N.V.	NBIS	Other	55.05%	700,000	-370,000	-34.58%	$193,319,000
SEA LTD	SE	Consumer Cyclical	25.65%	940,000	-	-	$90,080,200
COUPANG INC	CPNG	Consumer Cyclical	19.29%	3,900,000	+600,000	+18.18%	$67,743,000

Showing 3 of 3 holdings in the latest reporting period.