Q2 2025 · 13F-HR
Oxbow Capital Management (HK) Ltdholdings as filed
Filed 2025-08-14 · accession 0001713269-25-000004
$395.0M
Reported value
11
Positions
2025-06-30
Period end
The Brief · Oxbow Capital Management (HK) Ltd · Q2 2025
AI · grounded in 13F
Oxbow Capital Management (HK) Ltd established a new position in Coherent Corp COHR valued at $61.6M. The fund also initiated stakes in Broadcom Inc AVGO for $60.6M and Amer Sports Inc AS for $56.5M. Additional new positions include Credo Technology Group Holdi CRDO, SharkNinja Inc SN, and VNET Group Inc VNET.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 19247G107 | COHR | COHERENT CORP | $61.6M | 15.6% | 690,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $60.6M | 15.4% | 220,000 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $56.5M | 14.3% | 1,456,902 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $48.6M | 12.3% | 525,000 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $42.7M | 10.8% | 431,602 | Common | SOLE |
| 90138A103 | VNET | VNET GROUP INC | $39.7M | 10.0% | 5,750,000 | Common | SOLE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $35.3M | 8.93% | 359,690 | Common | SOLE |
| 428050108 | HSAI | HESAI GROUP | $34.5M | 8.73% | 1,570,662 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $9.8M | 2.49% | 127,000 | Common | SOLE |
| 74767N107 | HERE | QUANTASING GROUP LTD | $4.7M | 1.20% | 500,000 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $1.0M | 0.25% | 29,900 | 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.