Oxbow Capital Management (HK) Ltd
Top Portfolio Positions
7 positions ·
$346,265,563 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| STX |
Seagate Technology Holdings plc
Technology
|
314,624 | $86,644,303 | 25.02% |
| AVGO |
Broadcom Inc.
Technology
|
248,837 | $86,122,485 | 24.87% |
| SNDK |
Sandisk Corp
Technology
|
295,000 | $70,027,100 | 20.22% |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
379,900 | $54,663,811 | 15.79% |
| AA |
Alcoa Corp
Basic Materials
|
630,000 | $33,478,200 | 9.67% |
| COHR |
Coherent Corp.
Technology
|
60,000 | $11,074,200 | 3.20% |
| VNET |
VNET Group, Inc.
Technology
|
503,010 | $4,255,464 | 1.23% |
Portfolio Trend
Holdings in HERE
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 | $4,510,000 | 500,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,725,000 | 500,000 | Shares | Sole | 2025-08-14 | |
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