Charles-Lim Capital Ltd 13F Holdings · Q2 2026
Charles-Lim Capital Ltd reported 6 securities worth $319.40M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SE (51.22%), TSM (20.19%), HDB (15.16%). Among its top 25 positions this quarter: 2 new, 1 added, 3 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SE | Sea Limited | $163.6M | 51.22% | 1.7M | Trimmed |
| 2 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | $64.5M | 20.19% | 135,000 | Trimmed |
| 3 | HDB | HDFC Bank Ltd | $48.4M | 15.16% | 1.9M | Trimmed |
| 4 | CPNG | Coupang Inc | $31.5M | 9.87% | 1.8M | Added |
| 5 | V | Visa Inc | $8.6M | 2.69% | 25,000 | New |
| 6 | FLUT | Flutter Entertainment Plc | $2.8M | 0.88% | 27,500 | New |
| 7 | PDD | PDD Holdings Inc | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR