Oxbow Capital Management (HK) Ltd
Oxbow Capital Management (HK) Ltd reported 4 holdings worth US$355M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Oxbow Capital Management (HK) Ltd reported 4 holdings worth US$355M as of Jun 30, 2026. Largest: Coherent Corp., Sandisk Corporation and Hudbay Minerals Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 4
- Value as reported
- US$355M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Coherent Corp. | 420K | US$166M | 46.7% |
| Sandisk Corporation | 40,000 | US$90.9M | 25.6% |
| Hudbay Minerals Inc | 2.95M | US$69.6M | 19.6% |
| Almonty Industries Inc. | 1.72M | US$28.6M | 8.0% |
| Acm Research, Inc. | 0 | US$0 | 0.00% |
| Alcoa Corporation | 0 | US$0 | 0.00% |