Oxbow Capital Management (HK) Ltd — Q4 2023 13F-HR

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Q4 2023 · 13F-HR

Oxbow Capital Management (HK) Ltdholdings as filed

Filed 2024-02-14 · accession 0001713269-24-000002

$124.4M

Reported value

Positions

2023-12-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
67066G104	NVDA	NVIDIA CORPORATION	$60.2M	48.4%	121,500	Common	SOLE
13321L108	CCJ	CAMECO CORP	$46.3M	37.3%	1,075,000	Common	SOLE
65340P106	NXE	NEXGEN ENERGY LTD	$17.9M	14.4%	2,550,421	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.