13F HOLDINGS REPORT
Charles-Lim Capital Ltd
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001634255-25-000005
Total Value
$339.4M
Positions
7
Other Managers
1
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HDFC Bank Ltd | HDB | 1,750,000 | $116.3M | 34.26% |
| 2 | Sea Limited | SE | 800,000 | $104.4M | 30.76% |
| 3 | ICICI Bank Ltd | IBN | 1,375,000 | $43.3M | 12.77% |
| 4 | Mastercard Incorporated | MA | 60,000 | $32.9M | 9.69% |
| 5 | CrowdStrike Holdings Inc | CRWD | 87,500 | $30.9M | 9.09% |
| 6 | Estee Lauder Cos Inc | 518439104 | 150,000 | $9.9M | 2.92% |
| 7 | Visa Inc | V | 5,000 | $1.8M | 0.52% |