本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Charles-Lim Capital Ltd (CIK 1634255) reported $319.4M across 6 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SE ($163.6M, 51.22%), TSM ($64.5M, 20.19%), HDB ($48.4M, 15.16%), CPNG ($31.5M, 9.87%), V ($8.6M, 2.69%). Source: SEC Form 13F.
| 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 |
来源：SEC 13F 申报文件 · 截至 2026-06-30