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 AVGO MRVL 2 stocks	$70,471 36.95% of portfolio	1	1	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CRDO 1 stocks	$48,609 25.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology VNET 1 stocks	$39,675 20.8% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical MMYT 1 stocks	$30,965 16.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services IBN 1 stocks	$1,005 0.53% of portfolio	-	1	-	-	0 Calls 0 Puts

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