Charles-Lim Capital Ltd
Net seller this quarter
$319M
6
-$27.1M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SE | $164M | 51.22% | 0.97% | -2.5% | Q4 2017 |
 TSM | $64.5M | 20.19% | 0.00% | -22.9% | Q1 2022 |
 HDB | $48.4M | 15.16% | 0.01% | -37.5% | Q4 2014 |
 CPNG | $31.5M | 9.87% | Not reported | +626.0% | Q2 2021 |
 V | $8.58M | 2.69% | 0.00% | Not reported | Q1 2022 |
 FLUT | $2.81M | 0.88% | 0.02% | New | Q2 2026 |
| Q1 2026 | |||||
| SE | $145M | 48.10% | 0.99% | +133.3% | Q4 2017 |
| HDB | $74.6M | 24.77% | 0.02% | +34.8% | Q4 2014 |
| TSM | $59.1M | 19.63% | 0.00% | +191.7% | Q1 2022 |
 PDD | $17.9M | 5.93% | 0.00% | -65.0% | Q3 2025 |
| CPNG | $4.72M | 1.57% | Not reported | Not reported | Q2 2021 |
| Q4 2025 | |||||
| SE | $95.7M | 25.95% | 0.42% | +172.7% | Q4 2017 |
| HDB | $81.3M | 22.05% | 0.01% | +11.3% | Q4 2014 |
| PDD | $56.7M | 15.38% | 0.01% | -16.7% | Q3 2025 |
| V | $52.6M | 14.27% | 0.01% | -25.0% | Q1 2022 |
 IBN | $48.4M | 13.14% | Not reported | -27.8% | Q4 2014 |
| TSM | $18.2M | 4.95% | 0.00% | -40.0% | Q1 2022 |
 MA | $15.7M | 4.26% | 0.00% | Not reported | Q1 2023 |
| Q3 2025 | |||||
| PDD | $79.3M | 20.23% | 0.01% | New | Q3 2025 |
| HDB | $68.3M | 17.43% | 0.01% | -33.3% | Q4 2014 |
| V | $68.3M | 17.41% | 0.01% | +166.7% | Q1 2022 |
| IBN | $68M | 17.35% | Not reported | +80.0% | Q4 2014 |
| SE | $49.2M | 12.54% | 0.16% | -57.7% | Q4 2017 |
 MSFT | $31.1M | 7.93% | 0.00% | Not reported | Q2 2020 |
| TSM | $27.9M | 7.12% | 0.00% | -50.0% | Q1 2022 |