Oxbow Capital Management (HK) Ltd
Top Portfolio Positions
6 positions ·
$370,983,300 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SNDK |
Sandisk Corp
Technology
|
173,969 | $110,529,464 | 29.79% | |
| COHR |
Coherent Corp.
Technology
|
405,000 | $96,475,050 | 26.01% | |
| STX |
Seagate Technology Holdings plc
Technology
|
190,213 | $74,517,844 | 20.09% | |
| AA |
Alcoa Corp
Basic Materials
|
685,000 | $45,436,050 | 12.25% | |
| ACMR |
ACM Research, Inc.
Technology
|
596,689 | $23,479,712 | 6.33% | |
| HBM |
Hudbay Minerals Inc.
Basic Materials
|
983,023 | $20,545,180 | 5.54% |
Portfolio Trend
18 quarters · across all stocks
Holdings in ACMR
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,479,712 | 596,689 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||