Oxbow Capital Management (Hk) LTD Portfolio Holdings by Sector
Oxbow Capital Management (Hk) LTD
- $211 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Travel Services | Consumer Cyclical
TCOM MMYT 2 stocks |
$69,318
32.83% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
IBN 1 stocks |
$53,894
25.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AVGO 1 stocks |
$38,006
18.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
VNET 1 stocks |
$28,699
13.59% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$11,181
5.3% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
BEKE 1 stocks |
$10,045
4.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|