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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 V Visa Inc Financial Services 25,000.0 $8.6M 2.69% NEW $343.09 +8.6%
2 Flutter Entertainment Plc 27,500.0 $2.8M 0.88% NEW $102.17

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%