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Portfolio (Quarterly) Guide ↗

Charles-Lim Capital Ltd

· CIK 0001634255
13F Portfolio $319M AUM 6 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 1 Added 3 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CPNG Coupang Inc Consumer Cyclical 1,815,000.0 $31.5M 9.87% +1.6M +626.0% $17.37 -9.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 61.6%
Technology 20.4%
Financial Services 18.0%