13F HOLDINGS REPORT
Charles-Lim Capital Ltd
Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0001634255-23-000004
Total Value
$677.4M
Positions
7
Other Managers
1
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Sea Limited | SE | 5,000,000 | $290.2M | 42.84% |
| 2 | HDFC Bank Ltd | HDB | 2,700,000 | $188.2M | 27.78% |
| 3 | Visa Inc | V | 350,000 | $83.1M | 12.27% |
| 4 | Mastercard Incorporated | MA | 100,000 | $39.3M | 5.81% |
| 5 | Las Vegas Sands Corp | LVS | 650,000 | $37.7M | 5.57% |
| 6 | Infosys Limited | INFY | 1,500,000 | $24.1M | 3.56% |
| 7 | Estee Lauder Cos Inc | 518439104 | 75,000 | $14.7M | 2.17% |