Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Charles-Lim Capital Ltd 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Charles-Lim Capital Ltd (CIK 1634255) reported $319.4M across 6 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SE ($163.6M, 51.22%), TSM ($64.5M, 20.19%), HDB ($48.4M, 15.16%), CPNG ($31.5M, 9.87%), V ($8.6M, 2.69%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SESea Limited$163.6M51.22%1.7MTrimmed
2TSMTaiwan Semiconductor Manufacturing Co Ltd$64.5M20.19%135,000Trimmed
3HDBHDFC Bank Ltd$48.4M15.16%1.9MTrimmed
4CPNGCoupang Inc$31.5M9.87%1.8MAdded
5VVisa Inc$8.6M2.69%25,000New
6FLUTFlutter Entertainment Plc$2.8M0.88%27,500New
7PDDPDD Holdings Inc$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30