Oxbow Capital Management (HK) Ltd
Net seller this quarter
$355M
4
-$519M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 COHR | $166M | 46.69% | 0.21% | +3.7% | Q2 2025 |
 SNDK | $90.9M | 25.63% | 0.03% | -77.0% | Q3 2025 |
 HBM | $69.6M | 19.63% | 0.75% | +200.1% | Q1 2026 |
 ALM | $28.6M | 8.05% | 0.66% | New | Q2 2026 |
| Q1 2026 | |||||
| SNDK | $111M | 29.79% | 0.12% | -41.0% | Q3 2025 |
| COHR | $96.5M | 26.01% | 0.22% | +575.0% | Q2 2025 |
 STX | $74.5M | 20.09% | 0.09% | -39.5% | Q3 2025 |
 AA | $45.4M | 12.25% | 0.26% | +8.7% | Q4 2021 |
 ACMR | $23.5M | 6.33% | 1.40% | New | Q1 2026 |
| HBM | $20.5M | 5.54% | 0.25% | New | Q1 2026 |
| Q4 2025 | |||||
| STX | $86.6M | 24.04% | 0.15% | -29.0% | Q3 2025 |
 AVGO | $86.1M | 23.89% | 0.01% | +2.6% | Q1 2025 |
| SNDK | $70M | 19.43% | 0.20% | -27.2% | Q3 2025 |
 CRDO | $54.7M | 15.17% | 0.21% | -44.7% | Q2 2025 |
| AA | $33.5M | 9.29% | 0.24% | Not reported | Q4 2021 |
 WWW | $14.2M | 3.93% | 0.95% | -60.7% | Q3 2025 |
| COHR | $11.1M | 3.07% | 0.04% | Not reported | Q2 2025 |
 VNET | $4.26M | 1.18% | 0.52% | -91.3% | Q1 2025 |
| Q3 2025 | |||||
| STX | $105M | 18.32% | 0.21% | New | Q3 2025 |
| CRDO | $100M | 17.54% | 0.40% | +31.0% | Q2 2025 |
| AVGO | $80M | 14.02% | 0.01% | +10.2% | Q1 2025 |
| VNET | $59.4M | 10.41% | 5.97% | Not reported | Q1 2025 |
| WWW | $54.4M | 9.54% | 2.44% | New | Q3 2025 |
| SNDK | $45.4M | 7.96% | 0.28% | New | Q3 2025 |
 HSAI | $41.6M | 7.29% | Not reported | -5.8% | Q1 2025 |
 AS | $40.7M | 7.12% | 0.21% | -19.7% | Q4 2024 |
 SN | $39.2M | 6.87% | 0.27% | -12.0% | Q1 2025 |
 HERE | $4.51M | 0.79% | 1.05% | Not reported | Q2 2025 |
 MMYT | $868K | 0.15% | Not reported | -97.4% | Q2 2024 |