13F HOLDINGS REPORT
Charles-Lim Capital Ltd
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001634255-23-000006
Total Value
$432.6M
Positions
7
Other Managers
1
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Sea Limited | SE | 3,000,000 | $131.8M | 30.48% |
| 2 | HDFC Bank Ltd | HDB | 2,100,000 | $123.9M | 28.64% |
| 3 | Las Vegas Sands | LVS | 2,575,000 | $118.0M | 27.28% |
| 4 | Microsoft Corp | MSFT | 90,000 | $28.4M | 6.57% |
| 5 | Visa Inc | V | 60,000 | $13.8M | 3.19% |
| 6 | Estee Lauder Companies Inc | 518439104 | 75,000 | $10.8M | 2.51% |
| 7 | ICICI Bank Ltd | IBN | 250,000 | $5.8M | 1.34% |