Oxbow Capital Management (Hk) LTD Portfolio Holdings by Sector

Oxbow Capital Management (Hk) LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA 1 stocks	$100,067 33.83% of portfolio	1	-	-	-	0 Calls 0 Puts
Uranium \| Energy CCJ NXE 2 stocks	$61,553 20.81% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD 1 stocks	$50,171 16.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services IBN 1 stocks	$49,585 16.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical MMYT 1 stocks	$17,971 6.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Real Estate Services \| Real Estate BEKE 1 stocks	$9,450 3.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials BE 1 stocks	$6,974 2.36% of portfolio	1	-	1	-	0 Calls 0 Puts

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