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Oxbow Capital Management (HK) Ltd
WatchNo.5237 Data as of 2026Q2Latest AUM (Q2 2026)
$354.8M
QoQ Change Q1 2026
-$16.2M-4.4%
Holdings Value Trend
| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|
 COHERENT CORPCOHR |
| 46.69% | 26.01% | $165.7M | 420,000 | $96.5M | 405,000 | +15,000+3.70% | Add |
| SSANDISK CORP COMSNDK |
| 25.63% | 29.79% | $90.9M | 40,000 | $110.5M | 173,969 | -133,969-77.01% | Reduce |
| HHUDBAY MINERALS INCHBM |
| 19.63% | 5.54% | $69.6M | 3.0M | $20.5M | 983,023 | +2.0M+200.09% | Add |
| AALMONTY INDS INCALM |
| 8.05% | — | $28.6M | 1.7M | $0 | 0 | +1.7M | New Buy |
🧭 Institutional Sector Flow Heatmap
Net Outflow Net Inflow
