Oxbow Capital Management as of June 30, 2024
Portfolio Holdings for Oxbow Capital Management
Oxbow Capital Management holds 8 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 33.8 | $100M | 810k | 123.54 | |
| Pdd Holdings Sponsored Ads (PDD) | 17.0 | $50M | 377k | 132.95 | |
| Icici Bank Adr (IBN) | 16.8 | $50M | 1.7M | 28.81 | |
| Cameco Corporation (CCJ) | 14.6 | $43M | 878k | 49.20 | |
| Nexgen Energy (NXE) | 6.2 | $18M | 2.6M | 6.98 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 6.1 | $18M | 214k | 84.10 | |
| Ke Hldgs Sponsored Ads (BEKE) | 3.2 | $9.5M | 668k | 14.15 | |
| Bloom Energy Corp Com Cl A (BE) | 2.4 | $7.0M | 570k | 12.24 |
