Vault-13

Tree Line Advisors (Hong Kong) Ltd.

CENTRAL, K3 · CIK 1535096 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2006 · corporation

As an employer

$351.1m reported value +51.0% vs Q1 2026
3positions
100.0%in top 10
0 new 1 added 1 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 NEBIUS GROUP N.V. SHS CLASS A NBIS NBIS 700,000 $193.3m55.05% 55.05% ReducedShares held: Q3 2025 1.1m, Q4 2025 1.1m, Q1 2026 1.1m, Q2 2026 700.0k -370.0k -370,000 -34.6%
2 SEA LTD SPONSORD ADS SE SE 940,000 $90.1m25.65% 25.65% UnchangedShares held: Q3 2025 940.0k, Q4 2025 940.0k, Q1 2026 940.0k, Q2 2026 940.0k
3 COUPANG INC CL A CPNG CPNG 3,900,000 $67.7m19.29% 19.29% AddedShares held: Q3 2025 3.3m, Q4 2025 3.3m, Q1 2026 3.3m, Q2 2026 3.9m +600.0k +600,000 18.2%