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Oxbow Capital Management (HK) Ltd

13F
Oxbow Capital Management (HK) Ltd
Last update 2025-05-15 10 Stocks (5 new)
Value $318.00 Mil Turnover 50 %
Countries:
Oxbow Capital Management (HK) ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IBN
ICICI Bank Ltd
1,709,864
53,894.9
+1.70%
16.920
+0.28%
0.050
+0.03%
+14.17%
121,641.3
Banks
AS
Amer Sports Inc
1,483,969
39,666.5
-1.07%
12.460
-0.16%
0.270
+67.96%
+33.66%
20,724.3
Travel & Leisure
SN
SharkNinja Inc
475,000
39,619.8
New Holding
12.440
+12.44%
0.340
+57.31%
+20.33%
16,523.0
Furnishings, Fixtures & Appliances
AVGO
Broadcom Inc
227,000
38,006.6
New Holding
11.930
+11.93%
0.000
+64.67%
+20.81%
1,310,340.0
Semiconductors
TCOM
Trip.com Group Ltd
595,755
37,878.1
-5.26%
11.890
-0.81%
0.090
+11.31%
-7.36%
41,372.9
Travel & Leisure
MMYT
MakeMyTrip Ltd
365,200
35,785.9
+104.58%
11.240
+5.75%
0.330
-3.60%
-10.58%
9,552.8
Travel & Leisure
VNET
VNET Group Inc
3,500,000
28,700.0
New Holding
9.010
+9.01%
1.300
+66.12%
+70.68%
2,176.5
Software
HSAI
Hesai Group
1,600,000
23,680.0
New Holding
7.440
+7.44%
1.210
+61.19%
+52.68%
2,795.1
Vehicles & Parts
DECK
Deckers Outdoor Corp
100,000
11,181.0
New Holding
3.510
+3.51%
0.070
-0.69%
-47.96%
15,793.9
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
BEKE
KE Holdings Inc
500,000
10,045.0
-68.75%
3.150
-7.19%
0.040
-4.50%
+7.14%
22,960.0
Real Estate

Oxbow Capital Management (HK) Ltd's Historical Top Holdings Breakdowns

Oxbow Capital Management (HK) Ltd's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA
NVIDIA Corp
2025-03-31
Sold Out
Sold Out
-21.70%
106.98 ($126.74) 149.43
$167.03
31.79%
Sold Out
0
-455,389
SN
SharkNinja Inc
2025-03-31
New Buy
New Buy
+12.44%
83.41 ($101.8) 114.44
$117.15
15.08%
New holding
475,000
475,000
AVGO
Broadcom Inc
2025-03-31
New Buy
New Buy
+11.93%
167.43 ($211.65) 244.7
$278.59
31.63%
New holding
227,000
227,000
VNET
VNET Group Inc
2025-03-31
New Buy
New Buy
+9.01%
4.95 ($9.17) 14.68
$8.09
-11.78%
New holding
3,500,000
3,500,000
HSAI
Hesai Group
2025-03-31
New Buy
New Buy
+7.44%
13.53 ($17.05) 24.08
$21.10
23.75%
New holding
1,600,000
1,600,000
BEKE
KE Holdings Inc
2025-03-31
Reduce
Reduce
-7.19%
16.38 ($19.81) 25.09
$19.33
-2.42%
Reduce -68.75%
500,000
-1,100,000
NXE
NexGen Energy Ltd
2025-03-31
Sold Out
Sold Out
-6.01%
4.49 ($5.91) 7.49
$6.84
15.74%
Sold Out
0
-2,566,355
MMYT
MakeMyTrip Ltd
2025-03-31
Add
Add
+5.75%
84.95 ($103.19) 119.85
$100.40
-2.70%
Add 104.58%
365,200
186,685
BIRK
Birkenstock Holding PLC
2025-03-31
Sold Out
Sold Out
-3.56%
43.51 ($52.67) 62.17
$49.73
-5.58%
Sold Out
0
-177,000
DECK
Deckers Outdoor Corp
2025-03-31
New Buy
New Buy
+3.51%
111.56 ($161.52) 223.11
$105.69
-34.57%
New holding
100,000
100,000

Oxbow Capital Management (HK) Ltd Total Holding History ($B)

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Oxbow Capital Management (HK) Ltd's Asset Allocation

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Oxbow Capital Management (HK) Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Oxbow Capital Management (HK) Ltd's Hypothetical Growth since 2025-03-31

Oxbow Capital Management (HK) Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

Oxbow Capital Management (HK) Ltd's Holdings Heat Map

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Oxbow Capital Management (HK) Ltd's Holdings Bubble Chart

Oxbow Capital Management (HK) Ltd News

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