Oxbow Capital Management (HK) Ltd Quant / Systematic

Name: Oxbow Capital Management (HK) Ltd Q4 2023 13F Filing | 13F Explorer
Creator: Oxbow Capital Management (HK) Ltd
Published: 2024-02-14

Location: Hong Kong

CIK: 0001713269 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value: $124M (100.0% shares, 0.0% debt)

Holdings (3)

NVDA NVIDIA CORPORATION 48.4%

Value $60.17M Shares 121,500 Est. Cost $32.19 Unrealized +43.9%

CCJ CAMECO CORP 37.3%

Value $46.33M Shares 1,075,000 Est. Cost $30.93 Unrealized +34.6%

NXE NEXGEN ENERGY LTD 14.4%

Value $17.85M Shares 2,550,421 Est. Cost $5.48 Unrealized +13.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	121,500	$60.17M	48.4%	$32.19	+43.9%	COM	67066G104
CCJ	CAMECO CORP	1,075,000	$46.33M	37.3%	$30.93	+34.6%	COM	13321L108
NXE	NEXGEN ENERGY LTD	2,550,421	$17.85M	14.4%	$5.48	+13.7%	COM	65340P106