The Analysis of Oxbow Capital Management (HK) Ltd's Holdings


Currently, Oxbow Capital Management (HK) Ltd holds 11 types of securities in its portfolio with a total value $570.8M. In the most recent quarter, they have increased their positions in STX (+443.0K shares, valued at $104.6M), WWW (+2.0M shares, valued at $54.4M), SNDK (+405.0K shares, valued at $45.4M); decreased their positions in MMYT (-350.4K shares, valued at $32.8M), AS (-286.9K shares, valued at $10.0M), SN (-51.6K shares, valued at $5.3M); initiated new positions in STX (+443.0K shares, valued at $104.6M), WWW (+2.0M shares, valued at $54.4M), SNDK (+405.0K shares, valued at $45.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
STX SEAGATE TECHNOLOGY HLDNGS PL443.0K sharesnew addition2025-09-302025-11-14history
CRDO CREDO TECHNOLOGY GROUP HOLDI687.5K shares30.95%2025-09-302025-11-14history
AVGO BROADCOM INC242.5K shares10.23%2025-09-302025-11-14history
VNET VNET GROUP INC5.8M shares0.00%2025-09-302025-11-14history
WWW WOLVERINE WORLD WIDE INC2.0M sharesnew addition2025-09-302025-11-14history
SNDK SANDISK CORP405.0K sharesnew addition2025-09-302025-11-14history
HSAI HESAI GROUP1.5M shares-5.77%2025-09-302025-11-14history
AS AMER SPORTS INC1.2M shares-19.69%2025-09-302025-11-14history
Sponsored
SN SHARKNINJA INC380.0K shares-11.96%2025-09-302025-11-14history
QSG QUANTASING GROUP LTD500.0K shares0.00%2025-09-302025-11-14history
MMYT MAKEMYTRIP LIMITED MAURITIUS9.3K shares-97.42%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available