13F HOLDINGS REPORT
Oxbow Capital Management (HK) Ltd
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001614200-23-000010
Total Value
$125.2M
Positions
3
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 158,000 | $66.8M | 53.40% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 285,000 | $32.5M | 25.94% |
| 3 | CAMECO CORP | CCJ | 720,000 | $22.6M | 18.02% |
| 4 | COHERENT CORP | COHR | 65,000 | $3.3M | 2.65% |