Investor
Charles-Lim Capital Ltd
CIK 0001634255 · filed 2026-05-14 · SEC filing
13F book
$301.3M
Positions
5
1 new · 3 sold
Largest name
48.1%
Sea Ltd · SE
Est. mark
−$59.4M
Price effect on 4 names still held. Flow −$7.91M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Sea Ltd | SE | 1.75M | $144.9M | 48.1% | −$33.6M | Added$49.2M |
| Hdfc Bank Ltd | HDB | 3M | $74.6M | 24.8% | −$25.9M | Added−$6.66M |
| Taiwan Semiconductor Mfg Ltd | — | 175K | $59.1M | 19.6% | $2.04M | Added$40.9M |
| PDD Holdings Inc. | PDD | 175K | $17.9M | 5.9% | −$1.96M | Cut−$38.8M |
| Coupang, Inc. | CPNG | 250K | $4.72M | 1.6% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.