13F HOLDINGS REPORT
Charles-Lim Capital Ltd
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001634255-25-000008
Total Value
$392.1M
Positions
7
Other Managers
1
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD Holdings Inc | PDD | 600,000 | $79.3M | 20.23% |
| 2 | HDFC Bank Ltd | HDB | 2,000,000 | $68.3M | 17.43% |
| 3 | Visa Inc | V | 200,000 | $68.3M | 17.41% |
| 4 | ICICI Bank Ltd | IBN | 2,250,000 | $68.0M | 17.35% |
| 5 | Sea Limited | SE | 275,000 | $49.2M | 12.54% |
| 6 | Microsoft Corp | MSFT | 60,000 | $31.1M | 7.93% |
| 7 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | 100,000 | $27.9M | 7.12% |