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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 $370,983,302 across 6 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001713269-26-000003

Period
2026-03-31
Reported value
$371M
Holdings
6
Top 10 weight
100%
New
2
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
COHRadded+345,000$82.2M
ACMRnew+596,689$23.5M
HBMnew+983,023$20.5M
AAadded+55,000$3.65M

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
AVGOexited-248,837-$86.1M
SNDKreduced-121,031-$76.9M
CRDOexited-379,900-$54.7M
STXreduced-124,411-$48.7M
WWWexited-780,000-$14.2M

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 2026

Share positions as resolved from 13F-HR 0001713269-26-000003, largest first. % of portfolio is the value over $370,983,302, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 405,000 shares; 2025Q4: 295,000 shares; 2026Q1: 173,969 shares 173,969$111M29.79%-121,031Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690,000 shares; 2025Q3: not reported; 2025Q4: 60,000 shares; 2026Q1: 405,000 shares 405,000$96.5M26.01%+345,000Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 443,000 shares; 2025Q4: 314,624 shares; 2026Q1: 190,213 shares 190,213$74.5M20.09%-124,411Timeline
AAALCOA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 630,000 shares; 2026Q1: 685,000 shares 685,000$45.4M12.25%+55,000Timeline
ACMRACM RESH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 596,689 shares 596,689$23.5M6.33%newTimeline
HBMHUDBAY MINERALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 983,023 shares 983,023$20.5M5.54%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
AVGOBROADCOM INC248,837$86.1Mshares
CRDOCREDO TECHNOLOGY GROUP HOLDI379,900$54.7Mshares
WWWWOLVERINE WORLD WIDE INC780,000$14.2Mshares
VNETVNET GROUP INC503,010$4.26Mshares

How Q1 2026 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 0001713269-26-000003 base2026-05-15acceptance time not in the bulk data set