Charles-Lim Capital Ltd 13F Holdings
CIK 0001634255 · CENTRAL, K3
As of Sep 30, 2025, Charles-Lim Capital Ltd reported 7 positions worth $392.1M in its SEC Form 13F filing.
Top 7 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 600,000 | $79.3M | 20.23% |
| HDFC BANK LTD | HDB | Financial Services | 2,000,000 | $68.3M | 17.43% |
| VISA INC-CLASS A SHARES | V | Financial Services | 200,000 | $68.3M | 17.41% |
| ICICI BANK LTD | IBN | Financial Services | 2,250,000 | $68.0M | 17.35% |
| SEA LTD | SE | Consumer Cyclical | 275,000 | $49.2M | 12.54% |
| MICROSOFT CORP | MSFT | Technology | 60,000 | $31.1M | 7.93% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 100,000 | $27.9M | 7.12% |