Charles-Lim Capital Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Sea Limited(SE) | 750,000 | 1,750,000 | +1,000,000 | 95,677,500 | 144,917,500 | 48.10% | +49,240,000 |
| Taiwan Semiconductor Manufacturing Co Ltd(TSM) | 60,000 | 175,000 | +115,000 | 18,233,400 | 59,141,250 | 19.63% | +40,907,850 |
| Coupang Inc(CPNG) | 0 | 250,000 | +250,000 | 0 | 4,720,000 | 1.57% | +4,720,000 |
| HDFC Bank Ltd(HDB) | 2,225,000 | 3,000,000 | +775,000 | 81,301,500 | 74,640,000 | 24.77% | -6,661,500 |
| Mastercard Incorporated(MA) | 27,500 | 0 | -27,500 | 15,699,200 | 0 | — | -15,699,200 |
| PDD Holdings Inc(PDD) | 500,000 | 175,000 | -325,000 | 56,695,000 | 17,881,500 | 5.93% | -38,813,500 |
| ICICI Bank Ltd(IBN) | 1,625,000 | 0 | -1,625,000 | 48,425,000 | 0 | — | -48,425,000 |
| Visa Inc(V) | 150,000 | 0 | -150,000 | 52,606,500 | 0 | — | -52,606,500 |