Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Oxbow Capital Management (HK) Ltd (CIK 1713269) reported $371.0M across 6 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SNDK ($110.5M, 29.79%), COHR ($96.5M, 26.01%), STX ($74.5M, 20.09%), AA ($45.4M, 12.25%), ACMR ($23.5M, 6.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | $110.5M | 29.79% | 173,969 | Trimmed |
| 2 | COHR | COHERENT CORP | $96.5M | 26.01% | 405,000 | Added |
| 3 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $74.5M | 20.09% | 190,213 | Trimmed |
| 4 | AA | ALCOA CORP | $45.4M | 12.25% | 685,000 | Added |
| 5 | ACMR | ACM RESH INC | $23.5M | 6.33% | 596,689 | New |
| 6 | HBM | HUDBAY MINERALS INC | $20.5M | 5.54% | 983,023 | New |
| 7 | AVGO | BROADCOM INC | $0 | 0.00% | 0 | Exited |
| 8 | VNET | VNET GROUP INC | $0 | 0.00% | 0 | Exited |
| 9 | WWW | WOLVERINE WORLD WIDE INC | $0 | 0.00% | 0 | Exited |
| 10 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31