Asset Manager
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Charles-Lim Capital Ltd
Market Value
$401M
+18.2%
Holdings
8
New Purchases
1
Added To
2
Closed
1
Reduced
4
Top 10 Concentration
100.0%
Turnover
25.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 3 | $93M | 23.2% |
| Large Cap | 5 | $308M | 76.8% |
Portfolio Analytics
Avg Market Cap
$455.4B
Median Market Cap
$147.9B
Avg P/E
25.4
Median P/E
28.4
Avg Dividend Yield
0.01%
Avg Beta
0.93
# Stocks
8
# ETFs / Funds
0
Top Holdings (8 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | HDB | 28.66% | 1,500,000 | $115M | $76.67 | -$1M | -250,000 | -14.3% | |
| 2 | SE | 25.91% | 650,000 | $104M | $159.94 | -$431K | -150,000 | -18.8% | |
| 3 | EL | 11.76% | 584,094 | $47M | $80.80 | $37M | +434,094 | +289.4% | |
| 4 | TSM | 11.29% | 200,000 | $45M | $226.49 | — | +200,000 | — | NEW |
| 5 | IBN | 10.48% | 1,250,000 | $42M | $33.64 | -$1M | -125,000 | -9.1% | |
| 6 | V | 6.64% | 75,000 | $27M | $355.05 | $25M | +70,000 | +1400.0% | |
| 7 | MA | 5.25% | 37,500 | $21M | $561.94 | -$12M | -22,500 | -37.5% | |
| 8 | CRWD | —% | — | — | — | -$31M | -87,500 | -100.0% | SOLD |