13F HOLDINGS REPORT
Oxbow Capital Management (HK) Ltd
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001713269-26-000001
Total Value
$360.4M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 314,624 | $86.6M | 24.04% |
| 2 | BROADCOM INC | AVGO | 248,837 | $86.1M | 23.89% |
| 3 | SANDISK CORP | SNDK | 295,000 | $70.0M | 19.43% |
| 4 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 379,900 | $54.7M | 15.17% |
| 5 | ALCOA CORP | AA | 630,000 | $33.5M | 9.29% |
| 6 | WOLVERINE WORLD WIDE INC | WWW | 780,000 | $14.2M | 3.93% |
| 7 | COHERENT CORP | COHR | 60,000 | $11.1M | 3.07% |
| 8 | VNET GROUP INC | VNET | 503,010 | $4.3M | 1.18% |