Oxbow Capital Management (HK) Ltd 13F Holdings

CIK 0001713269 · HONG KONG, K3

As of Sep 30, 2025, Oxbow Capital Management (HK) Ltd reported 11 positions worth $570.8M in its SEC Form 13F filing.

Top 11 holdings

SecurityTickerSectorSharesValue% of portfolio
SEAGATE TECHNOLOGY HOLDINGS PLCSTXTechnology443,000 04.6M18.32%
CREDO TECHNOLOGY GROUP HOLDING LTDCRDOTechnology687,500 00.1M17.54%
BROADCOM INCAVGOTechnology242,500$80.0M14.02%
VNET GROUP INCVNETTechnology5,750,000$59.4M10.41%
WOLVERINE WORLD WIDE INCWWWConsumer Cyclical1,983,632$54.4M9.54%
SANDISK CORPSNDKTechnology405,000$45.4M7.96%
HESAI GROUPHSAIConsumer Cyclical1,480,000$41.6M7.29%
AMER SPORTS INCASConsumer Cyclical1,170,000$40.7M7.12%
SHARKNINJA INCSNConsumer Cyclical380,000$39.2M6.87%
HERE GROUP LTDHEREConsumer Defensive500,000$4.5M0.79%
MAKEMYTRIP LTDMMYTIndustrials9,275$868.1K0.15%