Q3 2025 · 13F-HR
Oxbow Capital Management (HK) Ltdholdings as filed
Filed 2025-11-14 · accession 0001713269-25-000007
$570.8M
Reported value
11
Positions
2025-09-30
Period end
The Brief · Oxbow Capital Management (HK) Ltd · Q3 2025
AI · grounded in 13F
Oxbow Capital Management (HK) Ltd established a new position in STX valued at $104.6M. The fund also initiated new stakes in CRDO for $100.1M and AVGO for $80M. Other new additions include VNET at $59.4M and WWW at $54.4M. Total assets under management stand at $570.8M across 11 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $104.6M | 18.3% | 443,000 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $100.1M | 17.5% | 687,500 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $80.0M | 14.0% | 242,500 | Common | SOLE |
| 90138A103 | VNET | VNET GROUP INC | $59.4M | 10.4% | 5,750,000 | Common | SOLE |
| 978097103 | WWW | WOLVERINE WORLD WIDE INC | $54.4M | 9.54% | 1,983,632 | Common | SOLE |
| 80004C200 | SNDK | SANDISK CORP | $45.4M | 7.96% | 405,000 | Common | SOLE |
| 428050108 | HSAI | HESAI GROUP | $41.6M | 7.29% | 1,480,000 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $40.7M | 7.12% | 1,170,000 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $39.2M | 6.87% | 380,000 | Common | SOLE |
| 74767N107 | HERE | QUANTASING GROUP LTD | $4.5M | 0.79% | 500,000 | Common | SOLE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $868,140 | 0.15% | 9,275 | 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.