Oxbow Capital Management (HK) Ltd Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$360.4B
Holdings
8
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | STXSEAGATE TECHNOLOGY HLDNGS PL | 314,624 | $86.6B | 24.04% | |
| 2 | AVGOBROADCOM INC | 248,837 | $86.1B | 23.89% | |
| 3 | SNDKSANDISK CORP | 295,000 | $70.0B | 19.43% | |
| 4 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 379,900 | $54.7B | 15.17% | |
| 5 | AAALCOA CORP | 630,000 | $33.5B | 9.29% | |
| 6 | WWWWOLVERINE WORLD WIDE INC | 780,000 | $14.2B | 3.93% | |
| 7 | COHRCOHERENT CORP | 60,000 | $11.1B | 3.07% | |
| 8 | VNETVNET GROUP INC | 503,010 | $4.3B | 1.18% |