Q1 2024 · 13F-HR
Oxbow Capital Management (HK) Ltdholdings as filed
Filed 2024-05-14 · accession 0001713269-24-000003
$250.4M
Reported value
6
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $90.4M | 36.1% | 100,000 | Common | SOLE |
| 13321L108 | CCJ | CAMECO CORP | $43.1M | 17.2% | 995,000 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $42.0M | 16.8% | 1,590,000 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $29.9M | 11.9% | 257,000 | Common | SOLE |
| 64110W102 | NTES | NETEASE INC | $25.4M | 10.1% | 245,000 | Common | SOLE |
| 65340P106 | NXE | NEXGEN ENERGY LTD | $19.7M | 7.88% | 2,539,723 | 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.