Holdings of Oxbow Capital Management (HK) Ltd
4 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Technology 35.0 %
- Unattributed 65.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 4 | 275.9M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Sandisk Corp/DE | 173,969 | 110.5M $ | |
| 2 | Coherent Corp | 405,000 | 96.5M $ | |
| 3 | Alcoa Corp | 685,000 | 45.4M $ | |
| 4 | ACM Research Inc | 596,689 | 23.5M $ |