Charles-Lim Capital Ltd

Est. AUM

$301.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Sea Limited	ADS	$144.9M	1750000	48.10%	DFND
2	HDFC Bank Ltd	ADS	$74.6M	3000000	24.77%	DFND
3	Taiwan Semiconductor Manufacturing Co Ltd	ADS	$59.1M	175000	19.63%	DFND
4	PDD Holdings Inc	ADS	$17.9M	175000	5.93%	DFND
5	Coupang Inc	CL A	$4.7M	250000	1.57%	DFND

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.