Oxbow Capital Management (HK) Ltd STX β€” SEAGATE TECHNOLOGY HLDNGS PL

Ownership history in Oxbow Capital Management (HK) Ltd  Β·  2 quarters on record

AI Ownership Summary

Oxbow Capital Management (HK) Ltd reported SEAGATE TECHNOLOGY HLDNGS PL (STX) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 24.04% in 2025 Q4. The latest visible filing shows STX at 24.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Oxbow Capital Management (HK) Ltd's position in SEAGATE TECHNOLOGY HLDNGS PL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

STX was reported at 24.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
24.04% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Oxbow Capital Management (HK) Ltd held STX β€” position size vs. price
% of Fund (quarterly)    STX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 29.0% +42.5% ❌ 314,624 -128,376 -29.0% 24.04% $86.6M 2026-02-14 (Est.) $425.25
2025 Q3 INITIATED β€” β€” β€” 443,000 β€” β€” 18.32% $104.6M 2025-11-14 $257.09

FAQ About Oxbow Capital Management (HK) Ltd and STX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Oxbow Capital Management (HK) Ltd reported owning STX?

Oxbow Capital Management (HK) Ltd reported STX across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported STX position in Oxbow Capital Management (HK) Ltd's portfolio?

The largest reported portfolio weight for STX was 24.04% in 2025 Q4.

What is the latest reported STX position on this page?

The most recent filing on this page is 2025 Q4, when Oxbow Capital Management (HK) Ltd reported 314,624 shares, equal to 24.04% of portfolio, with an estimated market value of $86.6M.

What does the chart on this STX ownership page compare?

The chart compares Oxbow Capital Management (HK) Ltd's quarterly STX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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