Tree Line Advisors (Hong Kong) Ltd.

Q2 2023 13F Holdings Report, Stock Holdings

Signature - Title: Robert Alexander Young Herries - Chief Operating Officer
Location: Central, Hong Kong
Holdings as of: June 30, 2023
Value $: $144M
Num holdings: 5
Date filed: 8/10/2023, 12:17 PM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included SE, FCX, AVGO, ANET, and TDCX.
Previous filing: Q1 2023 - May 15, 2023
Next filing: Q3 2023 - Nov 13, 2023
SEC: View on sec.gov

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares
SE	31%		Sea Ltd	SPONSORD ADS				$44.7M	58.04	770K
FCX	22.2%		Freeport Mcmoran Inc	CL B				$32M	40.00	800K
AVGO	20.4%	+20.4%	Broadcom Inc	COM	+34K	NEW	+$29.5M	$29.5M	867.43	34K
ANET	18%	+18%	Arista Networks Inc	COM	+160K	NEW	+$25.9M	$25.9M	162.06	160K
TDCX	8.44%		Tdcx Inc	ADS				$12.2M	7.91	1.54M
ZLAB		-11.9%	Zai Lab Ltd	ADR	-460K	-100%	-$15.3M	$0		0

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* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Robert Alexander Young Herries	Chief Operating Officer	Central, Hong Kong	8/10/2023