13F HOLDINGS REPORT
Oxbow Capital Management (HK) Ltd
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001713269-24-000004
Total Value
$295.8M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 810,000 | $100.1M | 33.83% |
| 2 | PDD HOLDINGS INC | PDD | 377,372 | $50.2M | 16.96% |
| 3 | ICICI BANK LIMITED | IBN | 1,721,118 | $49.6M | 16.76% |
| 4 | CAMECO CORP | CCJ | 878,376 | $43.2M | 14.61% |
| 5 | NEXGEN ENERGY LTD | NXE | 2,627,193 | $18.3M | 6.20% |
| 6 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 213,688 | $18.0M | 6.08% |
| 7 | KE HLDGS INC | BEKE | 667,895 | $9.5M | 3.20% |
| 8 | BLOOM ENERGY CORP | BE | 569,846 | $7.0M | 2.36% |