13F HOLDINGS REPORT
Oxbow Capital Management (HK) Ltd
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001713269-25-000004
Total Value
$395.0M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COHERENT CORP | COHR | 690,000 | $61.6M | 15.58% |
| 2 | BROADCOM INC | AVGO | 220,000 | $60.6M | 15.35% |
| 3 | AMER SPORTS INC | AS | 1,456,902 | $56.5M | 14.30% |
| 4 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 525,000 | $48.6M | 12.31% |
| 5 | SHARKNINJA INC | SN | 431,602 | $42.7M | 10.82% |
| 6 | VNET GROUP INC | VNET | 5,750,000 | $39.7M | 10.05% |
| 7 | HESAI GROUP | HSIGF | 1,570,662 | $34.5M | 8.73% |
| 8 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 348,490 | $34.2M | 8.65% |
| 9 | MARVELL TECHNOLOGY INC | MRVL | 127,000 | $9.8M | 2.49% |
| 10 | QUANTASING GROUP LTD | HERE | 500,000 | $4.7M | 1.20% |
| 11 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 11,200 | $1.1M | 0.28% |
| 12 | ICICI BANK LIMITED | IBN | 29,900 | $1.0M | 0.25% |