Oxbow Capital Management (HK) Ltd 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
OC Oxbow Capital Management (HK) Ltd | Institutional Filer | ▲ 2.93% | $371.0M | 6 |
Current Portfolio Holdings
Showing all 6 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SNDK | Sandisk Corporation | Technology | 174K | $110.5M | 29.79% |
| 2 | COHR | Coherent, Inc. | Technology | 405K | $96.5M | 26.01% |
| 3 | STX | Seagate Technology Holdings plc | Technology | 190K | $74.5M | 20.09% |
| 4 | AA | Alcoa Corporation | Basic Materials | 685K | $45.4M | 12.25% |
| 5 | ACMR | ACM Research, Inc. | Technology | 597K | $23.5M | 6.33% |
| 6 | HBM | Hudbay Minerals Inc. | Basic Materials | 983K | $20.5M | 5.54% |
Showing 1 to 6 of 6 holdings