Oxbow Capital Management (Hk) Ltd Portfolio Stock Holdings
Oxbow Capital Management (Hk) Ltd disclosed 6 stock positions valued at approximately $371.0 million in its latest SEC 13F filing. The largest holdings include SANDISK CORP, COHERENT CORP, and SEAGATE TECHNOLOGY HLDNGS PL. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 6
- Portfolio Value
- $371.0M
Holdings by Sector
Oxbow Capital Management (Hk) Ltd Portfolio Holdings in Q1 2026
6 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SANDISK CORP | SNDK | Other | 29.79% | 173,969 | -121,031 | -41.03% | $110,529,464 |
| COHERENT CORP | COHR | Technology | 26.01% | 405,000 | +345,000 | +575.00% | $96,475,050 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 20.09% | 190,213 | -124,411 | -39.54% | $74,517,845 |
| ALCOA CORP | AA | Basic Materials | 12.25% | 685,000 | +55,000 | +8.73% | $45,436,050 |
| ACM RESH INC | ACMR | Technology | 6.33% | 596,689 | +596,689 | +100.00% | $23,479,712 |
| HUDBAY MINERALS INC | HBM | Basic Materials | 5.54% | 983,023 | +983,023 | +100.00% | $20,545,181 |