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Charles-Lim Capital Ltd

Location
CENTRAL, K3
Portfolio Value
Small $301,300,250
Diversification
Highly concentrated
Filing Date
Global Rank
#3,398 / 8,603 ▼ 267 · as of Mar 2026
Top Industry
Internet Retail 55.6%
3Y Alpha vs SPY
-10.5%
Period ended 3 months ago
Filed May 14, 2026 · 56d
25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+34.4%
SPY
+76.0%
Annualised alpha
-10.4%
Max drawdown
−33.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
48.1%
+22.1 pts
Top 5
100.0%
+9.2 pts
Top 10
100.0%
0.0 pts
HHI
3,350
Jun 2023 → Mar 2026 · range 1,588 – 3,350
Highly concentrated+1,535

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Consumer Cyclical 55.6% $167,519,000
Financial Services 24.8% $74,640,000
Technology 19.6% $59,141,250

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
3 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
1 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
1 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
3 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
5 positions · $301,300,250 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History