Oxbow Capital Management (Hk) LTD - Q12026 Holdings

Oxbow Capital Management (Hk) LTD holds 6 stocks with a total portfolio value of $ 370.98M as of Q12026. In Q12026, Oxbow Capital Management (Hk) LTD added 2 new positions, increased stakes in 2 stocks, reduced 2 holdings, and fully exited 4 positions. The largest holding is Sandisk Corp (SNDK), representing 29.79% of the total portfolio.