13F HOLDINGS REPORT
Charles-Lim Capital Ltd
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001634255-25-000002
Total Value
$399.3M
Positions
6
Other Managers
1
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HDFC Bank Ltd | HDB | 2,500,000 | $159.7M | 39.99% |
| 2 | Sea Limited | SE | 1,008,301 | $107.0M | 26.80% |
| 3 | Estee Lauder Cos Inc | 518439104 | 750,000 | $56.2M | 14.08% |
| 4 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | 150,000 | $29.6M | 7.42% |
| 5 | ICICI Bank Ltd | IBN | 800,000 | $23.9M | 5.98% |
| 6 | Visa Inc | V | 72,391 | $22.9M | 5.73% |