Fund HoldingsOxbow Capital Management (HK) Ltd

Total Portfolio Value
$295.78M
Total Bought
$73.39M
Total Sold
$25.46M
Net Transaction
+$47.93M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
PDD HOLDINGS INC(PDD)257,000377,372+120,37229,87650,17216.96%+20,295
MAKEMYTRIP LIMITED MAURITIUS
SHS
0213,688+213,688017,9716.08%+17,971
NVIDIA CORPORATION(NVDA)100,000810,000+710,00090,356100,06733.83%+9,711
KE HLDGS INC(BEKE)0667,895+667,89509,4513.20%+9,451
ICICI BANK LIMITED(IBN)1,590,0001,721,118+131,11841,99249,58516.76%+7,594
BLOOM ENERGY CORP0569,846+569,84606,9752.36%+6,975
CAMECO CORP(CCJ)995,000878,376-116,62443,10343,21614.61%+113
NEXGEN ENERGY LTD(NXE)2,539,7232,627,193+87,47019,73418,3386.20%-1,396
NETEASE INC(NTES)245,0000-245,00025,3500-25,350
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