Oxbow Capital Management (HK) Ltd holds a concentrated book of 6 stocks worth $371.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Acm Research Inc-Class A and trimmed Sandisk Corp. Their largest long position is Sandisk Corp at 30% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1713269/holdings"
Use Arkolith to show Oxbow Capital Management (HK) Ltd's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Sandisk Corp COM | $110.5M | 174.0K | 29.8% | ▼−41% Reduced · −121K sh | |
| 2 | Coherent Corp COM | $96.5M | 405.0K | 26.0% | ▲+575% Added · +345K sh | |
| 3 | Seagate Technology HLDNGS PL ORD SHS | $74.5M | 190.2K | 20.1% | ▼−40% Reduced · −124K sh | |
| 4 | Alcoa Corp COM | $45.4M | 685.0K | 12.2% | ▲+8.7% Added · +55K sh | |
| 5 | Acm Resh Inc COM CL A | $23.5M | 596.7K | 6.3% | ▲New New position | |
| 6 | Hudbay Minerals Inc COM | $20.5M | 983.0K | 5.5% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.