Oxbow Capital Management as of June 30, 2025
Portfolio Holdings for Oxbow Capital Management
Oxbow Capital Management holds 11 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coherent Corp (COHR) | 15.6 | $62M | 690k | 89.21 | |
| Broadcom (AVGO) | 15.4 | $61M | 220k | 275.65 | |
| Amer Sports Com Shs (AS) | 14.3 | $57M | 1.5M | 38.76 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 12.3 | $49M | 525k | 92.59 | |
| Sharkninja Com Shs (SN) | 10.8 | $43M | 432k | 98.99 | |
| Vnet Group Sponsored Ads A (VNET) | 10.0 | $40M | 5.8M | 6.90 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 8.9 | $35M | 360k | 98.02 | |
| Hesai Group Sponsored Ads (HSAI) | 8.7 | $35M | 1.6M | 21.95 | |
| Marvell Technology (MRVL) | 2.5 | $9.8M | 127k | 77.40 | |
| Quantasing Group Ads (QSG) | 1.2 | $4.7M | 500k | 9.45 | |
| Icici Bank Adr (IBN) | 0.3 | $1.0M | 30k | 33.64 |
