13F HOLDINGS REPORT
Charles-Lim Capital Ltd
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001634255-26-000002
Total Value
$368.6M
Positions
7
Other Managers
1
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Sea Limited | SE | 750,000 | $95.7M | 25.95% |
| 2 | HDFC Bank Ltd | HDB | 2,225,000 | $81.3M | 22.05% |
| 3 | PDD Holdings Inc | PDD | 500,000 | $56.7M | 15.38% |
| 4 | Visa Inc | V | 150,000 | $52.6M | 14.27% |
| 5 | ICICI Bank Ltd | IBN | 1,625,000 | $48.4M | 13.14% |
| 6 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | 60,000 | $18.2M | 4.95% |
| 7 | Mastercard Incorporated | MA | 27,500 | $15.7M | 4.26% |