Charles-Lim Capital as of June 30, 2023
Portfolio Holdings for Charles-Lim Capital
Charles-Lim Capital holds 7 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Ads (SE) | 42.8 | $290M | 5.0M | 58.04 | |
| HDFC Bank Ads (HDB) | 27.8 | $188M | 2.7M | 69.70 | |
| Visa Com Cl A (V) | 12.3 | $83M | 350k | 237.48 | |
| Mastercard Incorporated Com Cl A (MA) | 5.8 | $39M | 100k | 393.30 | |
| Las Vegas Sands (LVS) | 5.6 | $38M | 650k | 58.00 | |
| Infosys Adr (INFY) | 3.6 | $24M | 1.5M | 16.07 | |
| Estee Lauder Cos Com Cl A (EL) | 2.2 | $15M | 75k | 196.38 |
