Oxbow Capital Management (HK) Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SEAGATE TECHNOLOGY HLDNGS PL | 0 | 443,000 | +443,000 | 0 | 104,574,580 | 18.32% | +104,574,580 |
| WOLVERINE WORLD WIDE INC(WWW) | 0 | 1,983,632 | +1,983,632 | 0 | 54,430,862 | 9.54% | +54,430,862 |
| CREDO TECHNOLOGY GROUP HOLDI | 525,000 | 687,500 | +162,500 | 48,609,750 | 100,106,875 | 17.54% | +51,497,125 |
| SANDISK CORP(SNDK) | 0 | 405,000 | +405,000 | 0 | 45,441,000 | 7.96% | +45,441,000 |
| VNET GROUP INC(VNET) | 5,750,000 | 5,750,000 | 0 | 39,675,000 | 59,397,500 | 10.41% | +19,722,500 |
| BROADCOM INC(AVGO) | 220,000 | 242,500 | +22,500 | 60,643,000 | 80,003,175 | 14.02% | +19,360,175 |
| HESAI GROUP(HSAI) | 1,570,662 | 1,480,000 | -90,662 | 34,476,031 | 41,588,000 | 7.29% | +7,111,969 |
| QUANTASING GROUP LTD | 500,000 | 500,000 | 0 | 4,725,000 | 4,510,000 | 0.79% | -215,000 |
| ICICI BANK LIMITED(IBN) | 29,900 | 0 | -29,900 | 1,005,836 | 0 | — | -1,005,836 |
| SHARKNINJA INC(SN) | 431,602 | 380,000 | -51,602 | 42,724,282 | 39,197,000 | 6.87% | -3,527,282 |
| MARVELL TECHNOLOGY INC(MRVL) | 127,000 | 0 | -127,000 | 9,829,800 | 0 | — | -9,829,800 |
| AMER SPORTS INC(AS) | 1,456,902 | 1,170,000 | -286,902 | 56,469,522 | 40,657,500 | 7.12% | -15,812,022 |
| MAKEMYTRIP LIMITED MAURITIUS | 359,690 | 9,275 | -350,415 | 35,256,814 | 868,140 | 0.15% | -34,388,674 |
| COHERENT CORP(COHR) | 690,000 | 0 | -690,000 | 61,554,900 | 0 | — | -61,554,900 |