Oxbow Capital Management (HK) Ltd 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Oxbow Capital Management (HK) Ltd disclosed 11 US equity positions worth $570.8m in its Q3 2025 13F filing. The largest position was STX at 18.3% of the reported book, followed by CRDO and AVGO. Against the Q2 2025 filing, it opened 3 new positions, added to 2 and reduced 4 among the top 11 holdings.
What did Oxbow Capital Management (HK) Ltd own in Q3 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | STX SEAGATE TECHNOLOGY HLDNGS PL | Technology | 18.3% | $104.6m | 443,000 | – | new |
| 2 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 17.5% | $100.1m | 687,500 | 31% | added |
| 3 | AVGO BROADCOM INC | Technology | 14.0% | $80.0m | 242,500 | 10% | added |
| 4 | VNET VNET GROUP INC | Technology | 10.4% | $59.4m | 5,750,000 | 0% | held |
| 5 | WWW WOLVERINE WORLD WIDE INC | Consumer Cyclical | 9.5% | $54.4m | 1,983,632 | – | new |
| 6 | SNDK SANDISK CORP | Technology | 8.0% | $45.4m | 405,000 | – | new |
| 7 | HSAI HESAI GROUP | 7.3% | $41.6m | 1,480,000 | -6% | reduced | |
| 8 | AS AMER SPORTS INC | Consumer Cyclical | 7.1% | $40.7m | 1,170,000 | -20% | reduced |
| 9 | SN SHARKNINJA INC | Consumer Cyclical | 6.9% | $39.2m | 380,000 | -12% | reduced |
| 10 | HERE QUANTASING GROUP LTD | 0.8% | $4.5m | 500,000 | 0% | held | |
| 11 | MAKEMYTRIP LIMITED MAURITIUS | 0.2% | $868.1k | 9,275 | -97% | reduced |
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.