Oxbow Capital Management (Hk) Ltd Top Holdings and 13F Report (2026) About Oxbow Capital Management (Hk) LtdInvestment ActivityOxbow Capital Management (Hk) Ltd has $370.98 million in total holdings as of March 31, 2026.Oxbow Capital Management (Hk) Ltd owns shares of 6 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 35.00% of the portfolio was purchased this quarter.About 76.78% of the portfolio was sold this quarter.This quarter, Oxbow Capital Management (Hk) Ltd has purchased 8 new stocks and bought additional shares in 2 stocks.Oxbow Capital Management (Hk) Ltd sold shares of 2 stocks and completely divested from 4 stocks this quarter.Largest Holdings SANDISK CORP $110,529,464Coherent $96,475,050Seagate Technology $74,517,845Alcoa $45,436,050ACM Research $23,479,712 Largest New Holdings this Quarter 00108J109 - ACM Research $23,479,712 Holding443628102 - HudBay Minerals $20,545,181 Holding Largest Purchases this Quarter Coherent 345,000 shares (about $82.18M)ACM Research 596,689 shares (about $23.48M)HudBay Minerals 983,023 shares (about $20.55M)Alcoa 55,000 shares (about $3.65M) Largest Sales this Quarter SANDISK CORP 121,031 shares (about $76.90M)Seagate Technology 124,411 shares (about $48.74M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOxbow Capital Management (Hk) Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSANDISK CORP$110,529,464$76,895,835 â–¼-41.0%173,96929.8%COMCOHRCoherent$96,475,050$82,182,450 â–²575.0%405,00026.0%Business ServicesSTXSeagate Technology$74,517,845$48,739,253 â–¼-39.5%190,21320.1%Computer and TechnologyAAAlcoa$45,436,050$3,648,150 â–²8.7%685,00012.2%IndustrialsACMRACM Research$23,479,712$23,479,712 â–²New Holding596,6896.3%Computer and TechnologyHBMHudBay Minerals$20,545,181$20,545,181 â–²New Holding983,0235.5%Basic MaterialsAVGOBroadcom$0$86,122,486 â–¼-100.0%00.0%Computer and TechnologyCRDOCredo Technology Group$0$54,663,811 â–¼-100.0%00.0%Computer and TechnologyWWWWolverine World Wide$0$14,157,000 â–¼-100.0%00.0%Consumer DiscretionaryVNETVNET Group$0$4,255,465 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
