Oxbow Capital Management (HK) Ltd

Portfolio Overview

Oxbow Capital Management (HK) Ltd disclosed 4 positions worth $354.8M in its Form 13F-HR for Q2 2026, led by $COHR (COHERENT CORP.) at 46.7% of the equity portfolio, followed by $SNDK and $HBM. During the quarter the fund opened 1 new position and exited 3 — including a new stake in $ALM and a full exit from $STX. The portfolio is most concentrated in Technology (72.3% of disclosed assets). All figures are sourced directly from Oxbow Capital Management (HK) Ltd’s Form 13F-HR filing with the SEC under CIK 1713269.

• 

  COHERENT CORP.

  $COHR

  58.3#990

  Quality

  $165.7M420,000 sh
• 

  Sandisk Corp

  $SNDK

  87.6#1

  Quality

  $90.9M40,000 sh
• 

  Hudbay Minerals Inc.

  $HBM

  —

  Quality

  $69.6M2,950,000 sh
• 

  Almonty Industries Inc.

  $ALM

  —

  Quality

  $28.6M1,724,226 sh

Company	Quality	Value	Shares
COHERENT CORP.$COHR	58.3#990	$165.7M	420,000
Sandisk Corp$SNDK	87.6#1	$90.9M	40,000
Hudbay Minerals Inc.$HBM	—	$69.6M	2,950,000
Almonty Industries Inc.$ALM	—	$28.6M	1,724,226

Showing top 4 of 4 holdings.

Full Holdings — Oxbow Capital Management (HK) Ltd (Q2 2026)

All 4 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$COHR	COHERENT CORP.	$165.7M	46.7%	+4%	58.3
2	$SNDK	Sandisk Corp	$90.9M	25.6%	-77%	87.6
3	$HBM	Hudbay Minerals Inc.	$69.6M	19.6%	+200%	—
4	$ALM	Almonty Industries Inc.	$28.6M	8.1%	NEW	—