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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
+3.34%
+14.94%
122,462.0
Banks
AS
Amer Sports Inc
1,483,969
39,666.5
-1.07%
12.460
-0.16%
0.270
+56.60%
+34.87%
20,912.9
Travel & Leisure
SN
SharkNinja Inc
475,000
39,619.8
New Holding
12.440
+12.44%
0.340
+49.52%
+21.75%
16,719.0
Furnishings, Fixtures & Appliances
AVGO
Broadcom Inc
227,000
38,006.6
New Holding
11.930
+11.93%
0.000
+54.04%
+25.39%
1,360,008.6
Semiconductors
TCOM
Trip.com Group Ltd
595,755
37,878.1
-5.26%
11.890
-0.81%
0.090
+11.82%
-5.64%
42,140.9
Travel & Leisure
MMYT
MakeMyTrip Ltd
365,200
35,785.9
+104.58%
11.240
+5.75%
0.330
-3.22%
-8.63%
9,760.7
Travel & Leisure
VNET
VNET Group Inc
3,500,000
28,700.0
New Holding
9.010
+9.01%
1.300
+59.96%
+82.91%
2,332.5
Software
HSAI
Hesai Group
1,600,000
23,680.0
New Holding
7.440
+7.44%
1.210
+43.58%
+56.15%
2,858.7
Vehicles & Parts
DECK
Deckers Outdoor Corp
100,000
11,181.0
New Holding
3.510
+3.51%
0.070
-3.07%
-47.19%
16,027.0
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
BEKE
KE Holdings Inc
500,000
10,045.0
-68.75%
3.150
-7.19%
0.040
-10.15%
+9.97%
23,562.7
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
$172.25
35.90%
Sold Out
0
-455,389
SN
SharkNinja Inc
2025-03-31
New Buy
New Buy
+12.44%
83.41 ($101.8) 114.44
$119.09
16.99%
New holding
475,000
475,000
AVGO
Broadcom Inc
2025-03-31
New Buy
New Buy
+11.93%
167.43 ($211.65) 244.7
$286.36
35.30%
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
$8.41
-8.30%
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
$21.57
26.51%
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
$19.86
0.25%
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
$7.12
20.39%
Sold Out
0
-2,566,355
MMYT
MakeMyTrip Ltd
2025-03-31
Add
Add
+5.75%
84.95 ($103.19) 119.85
$102.05
-1.10%
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
$51.91
-1.44%
Sold Out
0
-177,000
DECK
Deckers Outdoor Corp
2025-03-31
New Buy
New Buy
+3.51%
111.56 ($161.52) 223.11
$107.56
-33.41%
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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