Charles-Lim Capital as of March 31, 2023
Portfolio Holdings for Charles-Lim Capital
Charles-Lim Capital holds 9 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Ads (SE) | 24.9 | $173M | 2.0M | 86.55 | |
| HDFC Bank Ads (HDB) | 23.0 | $160M | 2.4M | 66.67 | |
| Amazon (AMZN) | 13.4 | $93M | 900k | 103.29 | |
| ICICI Bank Adr (IBN) | 9.6 | $67M | 3.1M | 21.58 | |
| Visa Com Cl A (V) | 9.3 | $64M | 285k | 225.46 | |
| Mastercard Incorporated Com Cl A (MA) | 8.6 | $60M | 165k | 363.41 | |
| Estee Lauder Cos Com Cl A (EL) | 8.0 | $56M | 225k | 246.46 | |
| Pfizer (PFE) | 2.9 | $20M | 500k | 40.80 | |
| Taiwan Semiconductor Manufacturing Ads (TSM) | 0.2 | $1.4M | 15k | 93.02 |
