Tree Line Advisors (Hong Kong) Ltd.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Tree Line Advisors (Hong Kong) Ltd. reported 3 stock positions worth $351.1 million. Its top holding was Nebius (NBIS) at 55.1% of the portfolio, followed by Sea Ltd.-ADR (SE, 25.7%) and Coupang (CPNG, 19.3%). Compared with Q1 2026, it added to 1 and reduced 1. The biggest buy was Coupang (CPNG, shares +18%) and the biggest sale Nebius (NBIS, shares −35%).

Most Recent 13F
Q2 2026
Location
CENTRAL, K3
CIK
0001535096
Portfolio Value
$351.1M (Q2 2026)
SEC Filing
0000929638-26-003010 ↗ filed Aug 12, 2026

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $331.4M Q1 2024 Q2 2024: $385.3M Q2 2024 Q3 2024: $430.6M Q3 2024 Q4 2024: $531.8M Q4 2024 Q1 2025: $400.8M Q1 2025 Q2 2025: $384.1M Q2 2025 Q3 2025: $547.5M Q3 2025 Q4 2025: $438.9M Q4 2025 Q1 2026: $232.6M Q1 2026 Q2 2026: $351.1M $351.1M Q2 2026

Holdings 3 stocks · $351.1M
NBIS Nebius Group NV 55.05% 700,000 $193.3M Reduce -34.6%
SE Sea Ltd.-ADR 25.65% 940,000 $90.1M No change
CPNG Coupang Inc. 19.29% 3,900,000 $67.7M Add +18.2%

Portfolio Sells Q1 2026 → Q2 2026
NBIS Nebius Group NV Reduce -34.6% 55.05% +12.61

Portfolio Buys Q1 2026 → Q2 2026
CPNG Coupang Inc. Add +18.2% 19.29% −6.62

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$351.1MNBIS, SE, CPNG
Q1 2026 3$232.6MNBIS, SE, CPNG
Q4 2025 6$438.9MSE, NBIS, CPNG, FUTU, AVGO
Q3 2025 6$547.5MSE, NBIS, CPNG, FUTU, AVGO
Q2 2025 4$384.1MSE, CPNG, NBIS, ATAT
Q1 2025 7$400.8MSE, CPNG, FCX, NVDA, AVGO
Q4 2024 9$531.8MSE, CPNG, AVGO, NVDA, FCX
Q3 2024 7$430.6MSE, CPNG, FCX, NVDA, AVGO
Q2 2024 7$385.3MSE, CPNG, FCX, NVDA, AVGO
Q1 2024 7$331.4MNVDA, CPNG, SE, AVGO, ANET