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CIK: 0001634255
Total reported value
$319.4M
$319.4M
7 檔
102.6%
At the close of Q1 2025, Charles-Lim Capital Ltd disclosed equity holdings valued at approximately $319.4M, spread across 7 reported holdings.
In Q1 2025, Charles-Lim Capital Ltd displayed an active expansion posture, initiating 7 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 34.26% | -9.61% | -30.00% | |
| 2 | SE | Sea Ltd-adr | Stock-Comm Services | 30.76% | +3.12% | -20.66% | |
| 3 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 12.77% | — | +71.88% | |
| 4 | MA | Mastercard Inc - A | Stock-Financials | 9.69% | — | — | |
| 5 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 9.09% | — | — | |
| 6 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 2.92% | — | -80.00% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | +2.69% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HDB | Hdfc Bank Ltd-adr | — | NEW | New buy |
| 2 | SE | Sea Ltd-adr | — | NEW | New buy |
| 3 | IBN | Icici Bank Ltd-spon Adr | — | NEW | New buy |
| 4 | MA | Mastercard Inc - A | — | NEW | New buy |
| 5 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 6 | EL | Estee Lauder Companies-cl A | — | NEW | New buy |
| 7 | V | Visa Inc-class A Shares | — | NEW | New buy |
According to official SEC Form 13F filings, Charles-Lim Capital Ltd reported a total U.S. public equity portfolio value of $319.4M across 7 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including HDB, SE, IBN) accounted for 102.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
HDB
市值: $116.3M
During Q1 2025, Charles-Lim Capital Ltd's top holdings by market value included HDB (34.3%)、SE (30.8%)、IBN (12.8%). The largest single position, HDB, represented 34.3% of total portfolio value.
In Q1 2025, Charles-Lim Capital Ltd made 7 total portfolio adjustments, initiating 7 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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