Vishal Tourani
Oxbow Capital Management (hk) Ltd
Assets Managed
$370.983M
Holdings
6
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
2.94%(2Q avg: -16.96%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Oxbow Capital Management (hk) Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 6 positions.
Assets under management
The assets under management (AUM) of Oxbow Capital Management (hk) Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 370.983M in assets, with a quarterly growth rate of 2.94% and a 2-quarter average growth rate of -16.96%. The portfolio is managed by Vishal Tourani, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
SNDK Sandisk Corp
| 29.8% | $110.529M 173,969 shares@ $635.34 avg price | Decreased -41.02% |
COHR Coherent Corp
| 26.01% | $96.475M 405,000 shares@ $238.21 avg price | Increased 575% |
STX Seagate Technology Holdings
| 20.09% | $74.518M 190,213 shares@ $391.77 avg price | Decreased -39.54% |
AA Alcoa Corp
| 12.25% | $45.436M 685,000 shares@ $66.33 avg price | Increased 8.74% |
ACMR Acm Research Inc-class A
| 6.33% | $23.48M 596,689 shares@ $39.35 avg price | New Position |
HBM Hudbay Minerals Inc
| 5.54% | $20.545M 983,023 shares@ $20.91 avg price | New Position |
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