Q1 2025 · 13F-HR
Oxbow Capital Management (HK) Ltdholdings as filed
Filed 2025-05-15 · accession 0001713269-25-000003
$318.5M
Reported value
10
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45104G104 | IBN | ICICI BANK LIMITED | $53.9M | 16.9% | 1,709,864 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $39.7M | 12.5% | 1,483,969 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $39.6M | 12.4% | 475,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $38.0M | 11.9% | 227,000 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $37.9M | 11.9% | 595,755 | Common | SOLE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $35.8M | 11.2% | 365,200 | Common | SOLE |
| 90138A103 | VNET | VNET GROUP INC | $28.7M | 9.01% | 3,500,000 | Common | SOLE |
| 428050108 | HSAI | HESAI GROUP | $23.7M | 7.44% | 1,600,000 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $11.2M | 3.51% | 100,000 | Common | SOLE |
| 482497104 | BEKE | KE HLDGS INC | $10.0M | 3.15% | 500,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.