Oxbow Capital Management (HK) Ltd Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$570.8B
Holdings
11
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | STXSEAGATE TECHNOLOGY HLDNGS PL | 443,000 | $104.6B | 18.32% | |
| 2 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 687,500 | $100.1B | 17.54% | |
| 3 | AVGOBROADCOM INC | 242,500 | $80.0B | 14.02% | |
| 4 | VNETVNET GROUP INC | 5,750,000 | $59.4B | 10.41% | |
| 5 | WWWWOLVERINE WORLD WIDE INC | 1,983,632 | $54.4B | 9.54% | |
| 6 | SNDKSANDISK CORP | 405,000 | $45.4B | 7.96% | |
| 7 | HSAIHESAI GROUP | 1,480,000 | $41.6B | 7.29% | |
| 8 | ASAMER SPORTS INC | 1,170,000 | $40.7B | 7.12% | |
| 9 | SNSHARKNINJA INC | 380,000 | $39.2B | 6.87% | |
| 10 | HEREQUANTASING GROUP LTD | 500,000 | $4.5B | 0.79% | |
| 11 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 9,275 | $868.1M | 0.15% |