Oxbow Capital Management (Hk) LTD Portfolio Holdings

Oxbow Capital Management (Hk) LTD

  • $191 Million
  • Q2 2025

Oxbow Capital Management (Hk) LTD has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $191 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $60.6M, Credo Technology Group Holding LTD with a value of $48.6M, Vnet Group, Inc. with a value of $39.7M, Make My Trip LTD with a value of $31M, and Marvell Technology, Inc. with a value of $9.83M.

Examining the 13F form we can see an decrease of $20.4M in the current position value, from $211M to 191M.

Oxbow Capital Management (Hk) LTD is based out at Hong Kong, K3

Below you can find more details about Oxbow Capital Management (Hk) LTD portfolio as well as his latest detailed transactions.

Portfolio value $191 Million
Technology: $159 Million
Consumer Cyclical: $31 Million
Financial Services: $1.01 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.15B
$39.7 Million 20.8% of portfolio
5,750,000
Q2 2025 Added 64.29%

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $191 Million
  • Prior Value $211 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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