$203 Million is the total value of Tree Line Advisors (Hong Kong) Ltd.'s 7 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SE | Buy | SEA LTDsponsored ads | $60,793,000 | +155.9% | 1,830,000 | +81.2% | 29.88% | +89.4% |
| JD | JD COM INCspon adr cl a | $31,805,000 | +0.5% | 1,050,000 | 0.0% | 15.63% | -25.6% | |
| ZLAB | Buy | ZAI LAB LTDadr | $30,511,000 | +96.9% | 875,000 | +66.7% | 14.99% | +45.8% |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $28,807,000 | -7.1% | 170,000 | 0.0% | 14.16% | -31.3% | |
| BILI | BILIBILI INCspons ads rep z | $23,754,000 | -14.1% | 1,460,000 | 0.0% | 11.67% | -36.5% | |
| WUBA | 58 COM INCspon adr rep a | $19,894,000 | -5.3% | 320,000 | 0.0% | 9.78% | -29.9% | |
| LX | New | LEXINFINTECH HLDGS LTDadr | $7,924,000 | – | 710,000 | +100.0% | 3.89% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-02
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SEA LTD | 19 | Q3 2023 | 69.1% |
| ZAI LAB LTD | 18 | Q1 2023 | 20.2% |
| JD.COM INC | 11 | Q2 2021 | 21.2% |
| BILIBILI INC | 10 | Q2 2021 | 18.4% |
| ALIBABA GROUP HLDG LTD | 9 | Q4 2020 | 35.2% |
| FREEPORT-MCMORAN INC | 9 | Q3 2023 | 25.5% |
| TDCX INC | 8 | Q3 2023 | 20.8% |
| AGORA INC | 5 | Q2 2021 | 7.6% |
| 58 COM INC | 4 | Q3 2019 | 27.9% |
| ANALOG DEVICES INC | 4 | Q4 2021 | 10.7% |
View Tree Line Advisors (Hong Kong) Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-15 |
View Tree Line Advisors (Hong Kong) Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.