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§ 13F · FUND PROFILE

Oxbow Capital Management (HK) Ltd.

AUM · $355M (13F)Positions · 4Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$29M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 14, 2026
#TickerNameShares$ value% portΔ Q2
1COHRCOHERENT CORP420K$166M46.7%+4%
2SNDKSANDISK CORP40K$91M25.6%−77%
3HBMHUDBAY MINERALS INC2.95M$70M19.6%+200%
4ALMALMONTY INDS INC1.72M$29M8.0%NEW
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE OXBOW SIGNAL

AC read

Oxbow Capital Management (HK) Ltd is a Other fund managing $355 million in assets. The fund runs a focused portfolio of just 4 positions.

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