Charles-Lim Capital Ltd.

AUM · $319M (13F)Positions · 6Turnover · n/a · Q2Filed · Aug 13, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

+$11M deployed

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 13, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	SE	Sea Limited	1.71M	$164M	51.2%	−2%
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd	135K	$64M	20.2%	−23%
3	HDB	HDFC Bank Ltd	1.88M	$48M	15.2%	−37%
4	CPNG	Coupang Inc	1.81M	$32M	9.9%	+626%
5	V	Visa Inc	25K	$9M	2.7%	NEW
6	FLUT	Flutter Entertainment Plc	28K	$3M	0.9%	NEW

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE CHARLES-LIM SIGNAL

Charles-Lim Capital Ltd is a Other fund managing $319 million in assets. The fund runs a focused portfolio of just 6 positions.