Oxbow Capital Management (HK) Ltd
6 holdingsFiling period: 2026-03-31Current AUM: $492.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | 174.0K | $110.5M | $211.3M | 42.91% | -121,031 | 2026-03-31 |
| 2 | COHR | COHERENT CORP | 405.0K | $96.5M | $106.5M | 21.62% | +345.0K | 2026-03-31 |
| 3 | — | SEAGATE TECHNOLOGY HLDNGS PL | 190.2K | $74.5M | $74.5M | 15.13% | -124,411 | 2026-03-31 |
| 4 | AA | ALCOA CORP | 685.0K | $45.4M | $31.0M | 6.29% | +55.0K | 2026-03-31 |
| 5 | ACMR | ACM RESH INC | 596.7K | $23.5M | $46.8M | 9.51% | -- | 2026-03-31 |
| 6 | HBM | HUDBAY MINERALS INC | 983.0K | $20.5M | $22.4M | 4.54% | -- | 2026-03-31 |
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