本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Oxbow Capital Management (HK) Ltd (CIK 1713269) reported $354.8M across 4 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: COHR ($165.7M, 46.69%), SNDK ($90.9M, 25.63%), HBM ($69.6M, 19.63%), ALM ($28.6M, 8.05%), AA ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COHR | COHERENT CORP | $165.7M | 46.69% | 420,000 | Added |
| 2 | SNDK | SANDISK CORP | $90.9M | 25.63% | 40,000 | Trimmed |
| 3 | HBM | HUDBAY MINERALS INC | $69.6M | 19.63% | 3.0M | Added |
| 4 | ALM | ALMONTY INDS INC | $28.6M | 8.05% | 1.7M | New |
| 5 | AA | ALCOA CORP | $0 | 0.00% | 0 | Exited |
| 6 | ACMR | ACM RESH INC | $0 | 0.00% | 0 | Exited |
| 7 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30