Oxbow Capital Management (HK) Ltd — Q3 2023 13F-HR

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Q3 2023 · 13F-HR

Oxbow Capital Management (HK) Ltdholdings as filed

Filed 2023-11-14 · accession 0001713269-23-000007

$140.8M

Reported value

Positions

2023-09-30

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
67066G104	NVDA	NVIDIA CORPORATION	$81.3M	57.8%	187,000	Common	SOLE
13321L108	CCJ	CAMECO CORP	$48.6M	34.5%	1,225,000	Common	SOLE
65340P106	NXE	NEXGEN ENERGY LTD	$10.9M	7.72%	1,820,000	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.