StockDriftsStockDriftsTop 6 Oxbow Capital Management (Hk) Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | 29.79% | 174.0K | $110.5M | -41.03%(-121.03K) | $78.77(+1686.87%) | 2026-03-31 | |
| COHR | COHERENT CORP | 26.01% | 405.0K | $96.5M | +575.00%(+345.00K) | $191.55(+99.66%) | 2026-03-31 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 20.09% | 190.2K | $74.5M | -39.54%(-124.41K) | $190.19(+318.24%) | 2026-03-31 | |
| AA | ALCOA CORP | 12.25% | 685.0K | $45.4M | +8.73%(+55.00K) | $44.36(+40.97%) | 2026-03-31 | |
| ACMR | ACM RESH INC | 6.33% | 596.7K | $23.5M | new | $39.40(+61.60%) | 2026-03-31 | |
| HBM | HUDBAY MINERALS INC | 5.54% | 983.0K | $20.5M | new | $20.38(+22.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +55.44% | +275.58% |
| Top 20 Holdings Unweighted | +38.08% | +163.28% |
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