Charles-Lim Capital as of June 30, 2025
Portfolio Holdings for Charles-Lim Capital
Charles-Lim Capital holds 7 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| HDFC Bank Ads (HDB) | 28.7 | $115M | 1.5M | 76.67 | |
| Sea Ads (SE) | 25.9 | $104M | 650k | 159.94 | |
| Estee Lauder Cos Class A (EL) | 11.8 | $47M | 584k | 80.80 | |
| Taiwan Semiconductor Manufacturing Ads (TSM) | 11.3 | $45M | 200k | 226.49 | |
| ICICI Bank Ads (IBN) | 10.5 | $42M | 1.3M | 33.64 | |
| Visa Class A (V) | 6.6 | $27M | 75k | 355.05 | |
| Mastercard Incorporated Class A (MA) | 5.3 | $21M | 38k | 561.94 |
