13F HOLDINGS REPORT
Oxbow Capital Management (HK) Ltd
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001713269-25-000007
Total Value
$570.8M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 443,000 | $104.6M | 18.32% |
| 2 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 687,500 | $100.1M | 17.54% |
| 3 | BROADCOM INC | AVGO | 242,500 | $80.0M | 14.02% |
| 4 | VNET GROUP INC | VNET | 5,750,000 | $59.4M | 10.41% |
| 5 | WOLVERINE WORLD WIDE INC | WWW | 1,983,632 | $54.4M | 9.54% |
| 6 | SANDISK CORP | SNDK | 405,000 | $45.4M | 7.96% |
| 7 | HESAI GROUP | HSIGF | 1,480,000 | $41.6M | 7.29% |
| 8 | AMER SPORTS INC | AS | 1,170,000 | $40.7M | 7.12% |
| 9 | SHARKNINJA INC | SN | 380,000 | $39.2M | 6.87% |
| 10 | QUANTASING GROUP LTD | HERE | 500,000 | $4.5M | 0.79% |
| 11 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 9,275 | $868,140 | 0.15% |