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Oxbow Capital Management (Hk) Ltd Top Holdings and 13F Report (2025)

About Oxbow Capital Management (Hk) Ltd

Investment Activity

  • Oxbow Capital Management (Hk) Ltd has $394.97 million in total holdings as of June 30, 2025.
  • Oxbow Capital Management (Hk) Ltd owns shares of 11 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 35.51% of the portfolio was purchased this quarter.
  • About 31.41% of the portfolio was sold this quarter.
  • This quarter, Oxbow Capital Management (Hk) Ltd has purchased 10 new stocks and bought additional shares in 1 stock.
  • Oxbow Capital Management (Hk) Ltd sold shares of 6 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Coherent
$61,554,900
Broadcom
$60,643,000
AMER SPORTS INC
$56,469,522
SharkNinja
$42,724,282

Largest New Holdings this Quarter

19247G107 - Coherent
$61,554,900 Holding
G25457105 - Credo Technology Group
$48,609,750 Holding
573874104 - Marvell Technology
$9,829,800 Holding
74767N107 - QuantaSing Group
$4,725,000 Holding

Largest Purchases this Quarter

Coherent
690,000 shares (about $61.55M)
Credo Technology Group
525,000 shares (about $48.61M)
VNET Group
2,250,000 shares (about $15.53M)
Marvell Technology
127,000 shares (about $9.83M)
QuantaSing Group
500,000 shares (about $4.73M)

Largest Sales this Quarter

ICICI Bank
1,679,964 shares (about $56.51M)
SharkNinja
43,398 shares (about $4.30M)
Broadcom
7,000 shares (about $1.93M)
AMER SPORTS INC
27,067 shares (about $1.05M)
Hesai Group
29,338 shares (about $643.97K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofOxbow Capital Management (Hk) Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Coherent Corp. stock logo
COHR
Coherent
$61,554,900$61,554,900 New Holding690,00015.6%Business Services
Broadcom Inc. stock logo
AVGO
Broadcom
$60,643,000$1,929,550 -3.1%220,00015.4%Computer and Technology
AMER SPORTS INC
$56,469,522$1,049,117 -1.8%1,456,90214.3%COM SHS
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
$48,609,750$48,609,750 New Holding525,00012.3%Computer and Technology
SharkNinja, Inc. stock logo
SN
SharkNinja
$42,724,282$4,295,968 -9.1%431,60210.8%Retail/Wholesale
VNET Group, Inc. - Unsponsored ADR stock logo
VNET
VNET Group
$39,675,000$15,525,000 64.3%5,750,00010.0%Computer and Technology
MakeMyTrip Limited stock logo
MMYT
MakeMyTrip
$35,256,814$540,090 -1.5%359,6908.9%Computer and Technology
Hesai Group Sponsored ADR stock logo
HSAI
Hesai Group
$34,476,031$643,969 -1.8%1,570,6628.7%Auto/Tires/Trucks
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$9,829,800$9,829,800 New Holding127,0002.5%Computer and Technology
QuantaSing Group Limited Unsponsored ADR stock logo
QSG
QuantaSing Group
$4,725,000$4,725,000 New Holding500,0001.2%Consumer Discretionary
ICICI Bank Limited stock logo
IBN
ICICI Bank
$1,005,836$56,513,989 -98.3%29,9000.3%Finance
Trip.com Group Limited Sponsored ADR stock logo
TCOM
Trip.com Group
$0$37,878,103 -100.0%00.0%Consumer Discretionary
Deckers Outdoor Corporation stock logo
DECK
Deckers Outdoor
$0$11,181,000 -100.0%00.0%Retail/Wholesale
KE Holdings Inc. Sponsored ADR stock logo
BEKE
KE
$0$10,045,000 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data