Oxbow Capital Management (HK) Ltd 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Oxbow Capital Management (HK) Ltd disclosed 9 US equity positions worth $234.6m in its Q3 2024 13F filing. The largest position was IBN at 21.6% of the reported book, followed by NVDA and PDD.
What did Oxbow Capital Management (HK) Ltd own in Q3 2024? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | IBN ICICI BANK LIMITED | Financial Services | 21.6% | $50.6m | 1,695,552 | – | |
| 2 | NVDA NVIDIA CORPORATION | Technology | 17.3% | $40.7m | 335,000 | – | |
| 3 | PDD PDD HOLDINGS INC | Consumer Cyclical | 14.2% | $33.3m | 247,000 | – | |
| 4 | CCJ CAMECO CORP | Energy | 13.0% | $30.6m | 640,000 | – | |
| 5 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 11.4% | $26.7m | 450,000 | – | |
| 6 | NXE NEXGEN ENERGY LTD | Energy | 7.2% | $16.9m | 2,588,169 | – | |
| 7 | MAKEMYTRIP LIMITED MAURITIUS | 7.1% | $16.7m | 180,000 | – | ||
| 8 | BEKE KE HLDGS INC | Real Estate | 5.6% | $13.1m | 657,974 | – | |
| 9 | BE BLOOM ENERGY CORP | Industrials | 2.5% | $5.9m | 561,381 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.