Investor Details
| Filer Name: | OXBOW CAPITAL MANAGEMENT LTD |
|---|---|
| CIK: | 1713269 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 9 |
| Portfolio Value: | $0.28B |
Oxbow Capital Management Ltd Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| NVDA | US | NVIDIA CORP | 455,389 | $61M | 21.70% | 35.9% | - |
| IBN | US | ICICI BANK LTD-SPON ADR | 1,681,262 | $50M | 17.82% | -0.8% | - |
| TCOM | US | TRIP.COM GROUP LTD-ADR | 628,856 | $43M | 15.32% | 39.7% | - |
| AS | US | AMER SPORTS INC | 1,500,000 | $42M | 14.88% | 100.0% | - |
| BEKE | US | KE HOLDINGS INC-ADR | 1,600,000 | $29M | 10.46% | 143.2% | - |
| MMYT | US | MAKEMYTRIP LTD | 178,515 | $20M | 7.11% | -0.8% | - |
| NXE | US | NEXGEN ENERGY LTD | 2,566,355 | $17M | 6.01% | -0.8% | - |
| BIRK | US | BIRKENSTOCK HOLDING PLC | 177,000 | $10M | 3.56% | 100.0% | - |
| TER | US | TERADYNE INC | 70,000 | $9M | 3.13% | 100.0% | - |