13F HOLDINGS REPORT
Charles-Lim Capital Ltd
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001634255-23-000002
Total Value
$670.7M
Positions
10
Other Managers
1
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Sea Limited | SE | 4,250,000 | $221.1M | 32.97% |
| 2 | HDFC Bank Ltd | HDB | 2,264,914 | $154.9M | 23.10% |
| 3 | Amazon.com Inc | AMZN | 1,650,000 | $138.6M | 20.66% |
| 4 | Visa Inc | V | 235,000 | $48.8M | 7.28% |
| 5 | Tesla Inc | TSLA | 375,000 | $46.2M | 6.89% |
| 6 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | 285,000 | $21.2M | 3.17% |
| 7 | Meta Platforms Inc | META | 100,000 | $12.0M | 1.79% |
| 8 | CrowdStrike Holdings Inc | CRWD | 100,000 | $10.5M | 1.57% |
| 9 | Alphabet Inc | GOOG | 100,000 | $8.8M | 1.32% |
| 10 | Las Vegas Sands | LVS | 175,000 | $8.4M | 1.25% |