Charles-Lim Capital Ltd

CENTRAL, K3 · CIK 1634255 · 13F filing filed 2026-08-13

Exempt reporting adviser since 2014 · corporation

As an employer

$319.4m reported value +6.0% vs Q1 2026

6positions

100.0%in top 10

2 new 1 added 3 reduced 1 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Shares in two reports are counted once in each security's totals.

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SEA LTD SPONSORD ADS SE	SE	1,707,000	$163.6m51.22%	51.22%	Reduced -43.0k	-43,000 -2.5%
2	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	135,000	$64.5m20.19%	20.19%	Reduced -40.0k	-40,000 -22.9%
3	HDFC BANK LTD SPONSORED ADS HDB	HDB	1,875,000	$48.4m15.16%	15.16%	Reduced -1.1m	-1,125,000 -37.5%
4	COUPANG INC CL A CPNG	CPNG	1,815,000	$31.5m9.87%	9.87%	Added +1.6m	+1,565,000 626.0%
5	VISA INC COM CL A V	V	25,000	$8.6m2.69%	2.69%	New
6	FLUTTER ENTMT PLC SHS FLUT	FLUT	27,500	$2.8m0.88%	0.88%	New

Security	Ticker	Shares held before	Value then
PDD HOLDINGS INC PDD	PDD	175,000	$17.9m175.0k shares