Institutions / Oxbow Capital Management (HK) Ltd
Oxbow Capital Management (HK) Ltd
CIK 1713269 · Institution · as of Dec 31, 2025
Portfolio value
$360.42M
Positions
8
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Seagate Technology Holdings PLC | $86.64M | 24.0% |
| Broadcom Inc. | $86.12M | 23.9% |
| Sandisk Corp | $70.03M | 19.4% |
| Credo Technology Group Holding Ltd | $54.66M | 15.2% |
| Alcoa Corp | $33.48M | 9.3% |
| Wolverine World Wide Inc | $14.16M | 3.9% |
| Coherent Corp | $11.07M | 3.1% |
| VNET Group, Inc.VNET | $4.26M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.