Oxbow Capital Management (HK) Ltd

HONG KONG, K3 · CIK 1713269 · 13F filing filed 2026-08-14

Exempt reporting adviser since 2015 · other (specify)

As an employer

$354.8m reported value -4.4% vs Q1 2026

4positions

100.0%in top 10

1 new 2 added 1 reduced 3 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	COHERENT CORP COM COHR	COHR	420,000	$165.7m46.69%	46.69%	Added +15.0k	+15,000 3.7%
2	SANDISK CORP COM SNDK	SNDK	40,000	$90.9m25.63%	25.63%	Reduced -134.0k	-133,969 -77.0%
3	HUDBAY MINERALS INC COM HBM	HBM	2,950,000	$69.6m19.63%	19.63%	Added +2.0m	+1,966,977 200.1%
4	ALMONTY INDS INC COM NEW ALM	ALM	1,724,226	$28.6m8.05%	8.05%	New

Security	Ticker	Shares held before	Value then
SEAGATE TECHNOLOGY HLDNGS PL STX	STX	190,213	$74.5m190.2k shares
ALCOA CORP AA	AA	685,000	$45.4m685.0k shares
ACM RESH INC ACMR	ACMR	596,689	$23.5m596.7k shares