13F HOLDINGS REPORT
Oxbow Capital Management (HK) Ltd
Quarter ended Q3 2024 · Filed November 15, 2024 · Accession 0001713269-24-000006
Total Value
$234.6M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ICICI BANK LIMITED | IBN | 1,695,552 | $50.6M | 21.58% |
| 2 | NVIDIA CORPORATION | NVDA | 335,000 | $40.7M | 17.34% |
| 3 | PDD HOLDINGS INC | PDD | 247,000 | $33.3M | 14.20% |
| 4 | CAMECO CORP | CCJ | 640,000 | $30.6M | 13.03% |
| 5 | TRIP COM GROUP LTD | TRPCF | 450,000 | $26.7M | 11.40% |
| 6 | NEXGEN ENERGY LTD | NXE | 2,588,169 | $16.9M | 7.21% |
| 7 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 180,000 | $16.7M | 7.13% |
| 8 | KE HLDGS INC | BEKE | 657,974 | $13.1M | 5.58% |
| 9 | BLOOM ENERGY CORP | BE | 561,381 | $5.9M | 2.53% |