Tree Line Advisors
Latest statistics and disclosures from Tree Line Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, CPNG, SE, AVGO, ANET, and represent 79.03% of Tree Line Advisors's stock portfolio.
- Added to shares of these 3 stocks: MRVL (+$32M), CPNG (+$17M), SE (+$7.5M).
- Started 1 new stock position in MRVL.
- Reduced shares in these 5 stocks: PDD (-$26M), TDCX (-$9.1M), NVDA (-$9.0M), ANET (-$6.1M), AVGO (-$5.8M).
- Sold out of its positions in PDD, TDCX.
- Tree Line Advisors was a net buyer of stock by $1.3M.
- Tree Line Advisors has $331M in assets under management (AUM), dropping by 41.24%.
- Central Index Key (CIK): 0001535096
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Portfolio Holdings for Tree Line Advisors
Tree Line Advisors holds 7 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 21.0 | $70M | -11% | 77k | 903.56 |
|
| Coupang Cl A (CPNG) | 16.0 | $53M | +49% | 3.0M | 17.79 |
|
| Sea Sponsored Ads (SE) | 14.7 | $49M | +18% | 910k | 53.71 |
|
| Broadcom (AVGO) | 14.0 | $46M | -11% | 35k | 1325.41 |
|
| Arista Networks (ANET) | 13.3 | $44M | -12% | 152k | 289.98 |
|
| Freeport-mcmoran CL B (FCX) | 11.3 | $38M | 800k | 47.02 |
|
|
| Marvell Technology (MRVL) | 9.6 | $32M | NEW | 450k | 70.88 |
|
Past Filings by Tree Line Advisors
SEC 13F filings are viewable for Tree Line Advisors going back to 2018
- Tree Line Advisors 2024 Q1 filed May 15, 2024
- Tree Line Advisors 2023 Q3 filed Nov. 13, 2023
- Tree Line Advisors 2023 Q2 filed Aug. 10, 2023
- Tree Line Advisors 2023 Q1 filed May 15, 2023
- Tree Line Advisors 2022 Q4 filed Feb. 9, 2023
- Tree Line Advisors 2022 Q3 filed Nov. 14, 2022
- Tree Line Advisors 2022 Q2 filed Aug. 9, 2022
- Tree Line Advisors 2022 Q1 filed April 29, 2022
- Tree Line Advisors 2021 Q4 filed Feb. 9, 2022
- Tree Line Advisors 2021 Q3 filed Nov. 15, 2021
- Tree Line Advisors 2021 Q2 filed Aug. 11, 2021
- Tree Line Advisors 2021 Q1 filed May 17, 2021
- Tree Line Advisors 2020 Q4 filed Feb. 12, 2021
- Tree Line Advisors 2020 Q3 filed Nov. 13, 2020
- Tree Line Advisors 2020 Q2 filed Aug. 13, 2020
- Tree Line Advisors 2020 Q1 filed April 15, 2020