Charles-Lim Capital Ltd
Top Portfolio Positions
5 positions ·
$301,300,250 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SE |
Sea Ltd
Consumer Cyclical
|
1,750,000 | $144,917,500 | 48.10% |
| HDB |
Hdfc Bank Ltd
Financial Services
|
3,000,000 | $74,640,000 | 24.77% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
175,000 | $59,141,250 | 19.63% |
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
175,000 | $17,881,500 | 5.93% |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
250,000 | $4,720,000 | 1.57% |
Holdings in HDB
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,640,000 | 3,000,000 | Shares | Defined | 2026-05-14 | |
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