Oxbow Capital Management (HK) Ltd — Q2 2023 13F-HR

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Q2 2023 · 13F-HR

Oxbow Capital Management (HK) Ltdholdings as filed

Filed 2023-08-14 · accession 0001614200-23-000010

$125.2M

Reported value

Positions

2023-06-30

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
67066G104	NVDA	NVIDIA CORPORATION	$66.8M	53.4%	158,000	Common	SOLE
007903107	AMD	ADVANCED MICRO DEVICES INC	$32.5M	25.9%	285,000	Common	SOLE
13321L108	CCJ	CAMECO CORP	$22.6M	18.0%	720,000	Common	SOLE
19247G107	COHR	COHERENT CORP	$3.3M	2.65%	65,000	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.