13F HOLDINGS REPORT
Oxbow Capital Management (HK) Ltd
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001713269-23-000003
Total Value
$267.7M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES | AMD | 695,000 | $68.1M | 25.44% |
| 2 | SCORPIO TANKERS INC | STNG | 655,000 | $36.9M | 13.78% |
| 3 | PDD HOLDINGS INC | PDD | 435,000 | $33.0M | 12.33% |
| 4 | BP PLC-SPONS ADR | BPPFF | 865,625 | $32.8M | 12.27% |
| 5 | OCCIDENTAL PETROLEUM CORP | 674599105 | 360,000 | $22.5M | 8.39% |
| 6 | ZTO EXPRESS CAYMAN INC-ADR | ZTOEF | 760,951 | $21.8M | 8.15% |
| 7 | H WORLD GROUP LTD-ADR | HWLDF | 380,000 | $18.6M | 6.95% |
| 8 | NVIDIA CORP | NVDA | 45,000 | $12.5M | 4.67% |
| 9 | INTERNATIONAL SEAWAYS INC | INSW | 269,617 | $11.2M | 4.20% |
| 10 | STAAR SURGICAL CO | STAA | 160,000 | $10.2M | 3.82% |