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Oxbow Capital Management (HK) Ltd

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

Oxbow Capital Management (HK) Ltd reported $570,774,632 across 11 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 99.85% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001713269-25-000007

Period
2025-09-30
Reported value
$571M
Holdings
11
Top 10 weight
99.85%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
STXnew+443,000$105M
WWWnew+1,983,632$54.4M
SNDKnew+405,000$45.4M
CRDOadded+162,500$23.7M
AVGOadded+22,500$7.42M

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
COHRexited-690,000-$61.6M
MMYTreduced-350,415-$32.8M
ASreduced-286,902-$9.97M
MRVLexited-127,000-$9.83M
SNreduced-51,602-$5.32M

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, Q3 2025

Share positions as resolved from 13F-HR 0001713269-25-000007, largest first. % of portfolio is the value over $570,774,632, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 443,000 shares 443,000$105M18.32%newTimeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525,000 shares; 2025Q3: 687,500 shares 687,500$100M17.54%+162,500Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 227,000 shares; 2025Q2: 220,000 shares; 2025Q3: 242,500 shares 242,500$80M14.02%+22,500Timeline
VNETVNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,500,000 shares; 2025Q2: 5,750,000 shares; 2025Q3: 5,750,000 shares 5,750,000$59.4M10.41%0Timeline
WWWWOLVERINE WORLD WIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,983,632 shares 1,983,632$54.4M9.54%newTimeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 405,000 shares 405,000$45.4M7.96%newTimeline
HSAIHESAI GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,600,000 shares; 2025Q2: 1,570,662 shares; 2025Q3: 1,480,000 shares 1,480,000$41.6M7.29%-90,662Timeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500,000 shares; 2025Q1: 1,483,969 shares; 2025Q2: 1,456,902 shares; 2025Q3: 1,170,000 shares 1,170,000$40.7M7.12%-286,902Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 475,000 shares; 2025Q2: 431,602 shares; 2025Q3: 380,000 shares 380,000$39.2M6.87%-51,602Timeline
HEREHERE GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500,000 shares; 2025Q3: 500,000 shares 500,000$4.51M0.79%0Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,000 shares; 2024Q4: 178,515 shares; 2025Q1: 365,200 shares; 2025Q2: 359,690 shares; 2025Q3: 9,275 shares 9,275$868K0.15%-350,415Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
COHRCOHERENT CORP690,000$61.6Mshares
MRVLMARVELL TECHNOLOGY INC127,000$9.83Mshares
IBNICICI BK LTD29,900$1.01Mshares

How Q3 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 0001713269-25-000007 base2025-11-14acceptance time not in the bulk data set