Q4 2024 · 13F-HR
Oxbow Capital Management (HK) Ltdholdings as filed
Filed 2025-02-14 · accession 0001713269-25-000002
$281.8M
Reported value
9
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $61.2M | 21.7% | 455,389 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $50.2M | 17.8% | 1,681,262 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $43.2M | 15.3% | 628,856 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $41.9M | 14.9% | 1,500,000 | Common | SOLE |
| 482497104 | BEKE | KE HLDGS INC | $29.5M | 10.5% | 1,600,000 | Common | SOLE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $20.0M | 7.11% | 178,515 | Common | SOLE |
| 65340P106 | NXE | NEXGEN ENERGY LTD | $16.9M | 6.01% | 2,566,355 | Common | SOLE |
| M2029K104 | BIRK | BIRKENSTOCK HOLDING PLC | $10.0M | 3.56% | 177,000 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $8.8M | 3.13% | 70,000 | 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.