13F HOLDINGS REPORT
Oxbow Capital Management (HK) Ltd
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001713269-24-000003
Total Value
$250.4M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 100,000 | $90.4M | 36.08% |
| 2 | CAMECO CORP | CCJ | 995,000 | $43.1M | 17.21% |
| 3 | ICICI BANK LIMITED | IBN | 1,590,000 | $42.0M | 16.77% |
| 4 | PDD HOLDINGS INC | PDD | 257,000 | $29.9M | 11.93% |
| 5 | NETEASE INC | NETTF | 245,000 | $25.4M | 10.12% |
| 6 | NEXGEN ENERGY LTD | NXE | 2,539,723 | $19.7M | 7.88% |