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Charles-Lim Capital Ltd

hedge fundUpdated 28 days ago

Managed by Charles-Lim Capital Ltd • Latest filing Q2 2026

Portfolio value
$319.4M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-20.6%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$694.5M
Q2 2023$677.4M
Q3 2023$432.6M
Q4 2023$349M
Q1 2024$300.1M
Q2 2024$407.5M
Q3 2024$351.7M
Q4 2024$399.3M
Q1 2025$339.4M
Q2 2025$401.2M
Q3 2025$392.1M
Q4 2025$368.6M
Q1 2026$301.3M
Q2 2026$319.4M

Top holdings

6 positions as of Q2 2026

View filing
S
1.SE

Sea Limited

Value
$163.6M
Shares
1.71M
% Port
51.22%
T

Taiwan Semiconductor Manufacturing Co Ltd

Value
$64.5M
Shares
135.0K
% Port
20.19%
H
3.HDB

HDFC Bank Ltd

Value
$48.4M
Shares
1.88M
% Port
15.16%
C

Coupang Inc

Value
$31.5M
Shares
1.81M
% Port
9.87%
V
5.V

Visa Inc

Value
$8.6M
Shares
25.0K
% Port
2.69%
F

Flutter Entertainment Plc

Value
$2.8M
Shares
27.5K
% Port
0.88%

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