Oxbow Capital Management (HK) Ltd
Oxbow Capital Management (HK) Ltd, managed by Wesley Wong, reported 4 positions worth $354.83M in its 2026 Q2 13F filing: 1 new and 3 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +384.9% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +17.5% | +11.4% |
| 2025 Q3 | +19.5% | +7.6% |
| 2025 Q4 | +6.6% | +3.1% |
| 2026 Q1 | +37.7% | -5.8% |
| 2026 Q2 | +135.5% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| COHR | COHERENT CORP | $165.68M | 46.70% | +3.7% |
| SNDK | SANDISK CORP | $90.95M | 25.60% | -77% |
| HBM | HUDBAY MINERALS INC | $69.65M | 19.60% | +200.1% |
| ALM | ALMONTY INDS INC | $28.55M | 8.00% | NEW |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.