Oxbow Capital Management (HK) Ltd Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$395.0B
Holdings
11
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | COHRCOHERENT CORP | 690,000 | $61.6B | 15.58% | |
| 2 | AVGOBROADCOM INC | 220,000 | $60.6B | 15.35% | |
| 3 | ASAMER SPORTS INC | 1,456,902 | $56.5B | 14.30% | |
| 4 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 525,000 | $48.6B | 12.31% | |
| 5 | SNSHARKNINJA INC | 431,602 | $42.7B | 10.82% | |
| 6 | VNETVNET GROUP INC | 5,750,000 | $39.7B | 10.05% | |
| 7 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 359,690 | $35.3B | 8.93% | |
| 8 | HSAIHESAI GROUP | 1,570,662 | $34.5B | 8.73% | |
| 9 | MRVLMARVELL TECHNOLOGY INC | 127,000 | $9.8B | 2.49% | |
| 10 | HEREQUANTASING GROUP LTD | 500,000 | $4.7B | 1.20% | |
| 11 | IBNICICI BANK LIMITED | 29,900 | $1.0B | 0.25% |