Oxbow Capital Management (Hk) LTD Portfolio Holdings by Sector
Oxbow Capital Management (Hk) LTD
- $399 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Computer Hardware | Technology
STX 1 stocks |
$104,574
26.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CRDO 1 stocks |
$100,106
25.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO 1 stocks |
$80,003
20.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
VNET 1 stocks |
$59,397
14.87% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
WWW 1 stocks |
$54,430
13.63% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
MMYT 1 stocks |
$798
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|