Charles-Lim Capital as of Sept. 30, 2025
Portfolio Holdings for Charles-Lim Capital
Charles-Lim Capital holds 7 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| PDD Holdings Ads (PDD) | 20.2 | $79M | 600k | 132.17 | |
| HDFC Bank Ads (HDB) | 17.4 | $68M | 2.0M | 34.16 | |
| Visa Com Cl A (V) | 17.4 | $68M | 200k | 341.38 | |
| ICICI Bank Ads (IBN) | 17.3 | $68M | 2.3M | 30.23 | |
| Sea Ads (SE) | 12.5 | $49M | 275k | 178.73 | |
| Microsoft Corporation (MSFT) | 7.9 | $31M | 60k | 517.95 | |
| Taiwan Semiconductor Manufacturing Ads (TSM) | 7.1 | $28M | 100k | 279.29 |
