13F HOLDINGS REPORT
Oxbow Capital Management (HK) Ltd
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001713269-25-000003
Total Value
$318.5M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ICICI BANK LIMITED | IBN | 1,676,864 | $52.9M | 16.60% |
| 2 | AMER SPORTS INC | AS | 1,483,969 | $39.7M | 12.46% |
| 3 | SHARKNINJA INC | SN | 475,000 | $39.6M | 12.44% |
| 4 | BROADCOM INC | AVGO | 227,000 | $38.0M | 11.93% |
| 5 | TRIP COM GROUP LTD | TRPCF | 595,755 | $37.9M | 11.89% |
| 6 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 355,000 | $34.8M | 10.92% |
| 7 | VNET GROUP INC | VNET | 3,500,000 | $28.7M | 9.01% |
| 8 | HESAI GROUP | HSIGF | 1,600,000 | $23.7M | 7.44% |
| 9 | DECKERS OUTDOOR CORP | DECK | 100,000 | $11.2M | 3.51% |
| 10 | KE HLDGS INC | BEKE | 500,000 | $10.0M | 3.15% |
| 11 | ICICI BANK LIMITED | IBN | 33,000 | $1.0M | 0.33% |
| 12 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 10,200 | $999,498 | 0.31% |