Charles-Lim Capital as of Sept. 30, 2023
Portfolio Holdings for Charles-Lim Capital
Charles-Lim Capital holds 7 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Ads (SE) | 30.5 | $132M | 3.0M | 43.95 | |
| HDFC Bank Ads (HDB) | 28.6 | $124M | 2.1M | 59.01 | |
| Las Vegas Sands (LVS) | 27.3 | $118M | 2.6M | 45.84 | |
| Microsoft Corporation (MSFT) | 6.6 | $28M | 90k | 315.75 | |
| Visa Com Cl A (V) | 3.2 | $14M | 60k | 230.01 | |
| Estee Lauder Companies Com Cl A (EL) | 2.5 | $11M | 75k | 144.55 | |
| ICICI Bank Ads (IBN) | 1.3 | $5.8M | 250k | 23.12 |
