13F HOLDINGS REPORT
Oxbow Capital Management (HK) Ltd
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001713269-25-000002
Total Value
$281.8M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 455,389 | $61.2M | 21.70% |
| 2 | ICICI BANK LIMITED | IBN | 1,681,262 | $50.2M | 17.82% |
| 3 | TRIP COM GROUP LTD | TRPCF | 628,856 | $43.2M | 15.32% |
| 4 | AMER SPORTS INC | AS | 1,500,000 | $41.9M | 14.88% |
| 5 | KE HLDGS INC | BEKE | 1,600,000 | $29.5M | 10.46% |
| 6 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 178,515 | $20.0M | 7.11% |
| 7 | NEXGEN ENERGY LTD | NXE | 2,566,355 | $16.9M | 6.01% |
| 8 | BIRKENSTOCK HOLDING PLC | BIRK | 177,000 | $10.0M | 3.56% |
| 9 | TERADYNE INC | TER | 70,000 | $8.8M | 3.13% |