Skip to content
Disclosery

Oxbow Capital Management (HK) Ltd

Follow

13F filer, CIK 1713269, HONG KONG, Hong Kong

Oxbow Capital Management (HK) Ltd reported $318,457,815 across 10 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001713269-25-000003

Period
2025-03-31
Reported value
$318M
Holdings
10
Top 10 weight
100%
New
5
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SNnew+475,000$39.6M
AVGOnew+227,000$38M
VNETnew+3,500,000$28.7M
HSAInew+1,600,000$23.7M
MMYTadded+186,685$18.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NVDAexited-455,389-$61.2M
BEKEreduced-1,100,000-$22.1M
NXEexited-2,566,355-$16.9M
BIRKexited-177,000-$10M
TERexited-70,000-$8.81M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001713269-25-000003, largest first. % of portfolio is the value over $318,457,815, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,695,552 shares; 2024Q4: 1,681,262 shares; 2025Q1: 1,709,864 shares 1,709,864$53.9M16.92%+28,602Timeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500,000 shares; 2025Q1: 1,483,969 shares 1,483,969$39.7M12.46%-16,031Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 475,000 shares 475,000$39.6M12.44%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 227,000 shares 227,000$38M11.93%newTimeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,000 shares; 2024Q4: 628,856 shares; 2025Q1: 595,755 shares 595,755$37.9M11.89%-33,101Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,000 shares; 2024Q4: 178,515 shares; 2025Q1: 365,200 shares 365,200$35.8M11.24%+186,685Timeline
VNETVNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,500,000 shares 3,500,000$28.7M9.01%newTimeline
HSAIHESAI GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,600,000 shares 1,600,000$23.7M7.44%newTimeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,000 shares 100,000$11.2M3.51%newTimeline
BEKEKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657,974 shares; 2024Q4: 1,600,000 shares; 2025Q1: 500,000 shares 500,000$10M3.15%-1,100,000Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NVDANVIDIA CORPORATION455,389$61.2Mshares
NXENEXGEN ENERGY LTD2,566,355$16.9Mshares
BIRKBIRKENSTOCK HOLDING PLC177,000$10Mshares
TERTERADYNE INC70,000$8.81Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001713269-25-000003 base2025-05-15acceptance time not in the bulk data set