Long Corridor Asset Management Ltd
CIK 1845501 · View on SEC EDGAR ↗
- Portfolio value
- $331.5M
- Positions
- 35
- As of
- June 30, 2026
#4,886 of 9,443 by 13F value · top 51.7%
Portfolio value QoQ: -19.4% 13F does not disclose cash
- Top 10 holdings weight
- 62.50%
- Top 25 holdings weight
- 95.13%
- Positions above 1%
- 25
- Effective number of positions
- 18.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 29.83% Est. buys $110,773,763 · sells $135,991,765
Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 46.7% still held
- New positions
- 13
- Increased
- 5
- Decreased
- 8
- Closed
- 11
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Communication Services
20.7%
Technology
13.4%
Financial Services
12.8%
Retail
12.2%
Industrials
7.9%
Energy
7.2%
Consumer Discretionary
3.0%
Health Care
1.1%
Logistics & Transportation
0.3%
Other/Unmapped
21.3%
Full portfolio 35 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. - Common Stock | $40,315,211 | 12.16% | 169,150 | $5,086,340 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $35,242,400 | 10.63% | 98,616 | $-6,166,240 | Down ×1 | ||
| Unknown issuer (CUSIP: 88557WAB7) | $21,401,208 | 6.46% | 24,000,000 | Up ×1 | |||
| AXP American Express Company Common Stock | $21,309,750 | 6.43% | 63,000 | $-8,333,290 | Down ×1 | ||
| Unknown issuer (CUSIP: 46267XAK4) | $20,770,500 | 6.27% | 22,700,000 | $1,964,695 | Up ×1 | ||
| GRAB Grab Holdings Limited - Class A Ordinary Shares | $17,647,973 | 5.32% | 4,681,160 | Up ×1 | |||
| Unknown issuer (CUSIP: 31810TAB7) | $13,200,000 | 3.98% | 15,000,000 | Up ×1 | |||
| ATHM Autohome Inc. American Depositary Shares, each representing four class A ordinary shares. | $12,790,387 | 3.86% | 672,117 | $318,067 | Down ×1 | ||
| BSM Black Stone Minerals, L.P. Common units representing limited partner interests | $12,293,600 | 3.71% | 880,000 | $620,960 | Up ×1 | ||
| SPGI S&P Global Inc. Common Stock | $12,217,800 | 3.69% | 30,000 | $7,539,060 | Up ×1 | ||
| NRP Natural Resource Partners LP Limited Partnership | $11,640,000 | 3.51% | 120,000 | $-460,000 | Up ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $11,332,500 | 3.42% | 30,000 | Up ×1 | |||
| RBLX Roblox Corporation Class A Common Stock | $11,245,784 | 3.39% | 206,800 | $114,776 | Up ×3 | ||
| ADBE Adobe Inc. - Common Stock | $10,045,980 | 3.03% | 49,000 | $-3,323,420 | Down ×1 | ||
| MCO Moody's Corporation Common Stock | $9,058,400 | 2.73% | 20,000 | $333,400 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $8,713,650 | 2.63% | 15,000 | Up ×1 | |||
| HSAI Hesai Group - American Depositary Share, each ADS represents one Class B ordinary share | $8,107,900 | 2.45% | 445,000 | $-400,500 | |||
| NOW ServiceNow, Inc. Common Stock | $6,453,200 | 1.95% | 65,000 | $-1,910,800 | Down ×1 | ||
| Unknown issuer (CUSIP: 02079K404) | $5,597,900 | 1.69% | 110,000 | Up ×1 | |||
| Unknown issuer (CUSIP: 02079K602) | $5,533,000 | 1.67% | 110,000 | Up ×1 | |||
| NYT New York Times Company (The) Common Stock | $5,479,434 | 1.65% | 78,300 | $-1,076,625 | |||
| Unknown issuer (CUSIP: 349932103) | $4,195,372 | 1.27% | 994,164 | $-208,775 | |||
| WB Weibo Corporation - American Depositary Shares | $3,630,000 | 1.10% | 500,000 | $-1,007,500 | Down ×1 | ||
| PLAB Photronics, Inc. - Common Stock | $3,578,300 | 1.08% | 110,000 | Up ×1 | |||
| VEEV Veeva Systems Inc. Class A Common Stock | $3,549,400 | 1.07% | 20,000 | $-842,100 | Down ×1 | ||
| CLS Celestica, Inc. Common Stock | $2,918,400 | 0.88% | 8,000 | Up ×1 | |||
| UBER Uber Technologies, Inc. Common Stock | $2,886,400 | 0.87% | 40,000 | $-16,412,419 | Down ×1 | ||
| SHMD SCHMID Group N.V. - Class A Ordinary Shares | $2,759,508 | 0.83% | 440,816 | Up ×1 | |||
| TONX TON Strategy Company - Common Stock | $2,619,375 | 0.79% | 1,027,206 | Up ×1 | |||
| NVTS Navitas Semiconductor Corporation - Common Stock | $1,792,000 | 0.54% | 100,000 | Up ×1 | |||
| ZTO ZTO Express (Cayman) Inc. American Depositary Shares, each representing one Class A ordinary share. | $1,029,480 | 0.31% | 46,000 | $-128,340 | |||
| HTHT H World Group Limited - American Depositary Shares | $959,560 | 0.29% | 23,000 | $-197,110 | |||
| YUMC Yum China Holdings, Inc. Common Stock | $817,400 | 0.25% | 20,000 | $-158,200 | |||
| COYA Coya Therapeutics, Inc. - Common Stock | $226,781 | 0.07% | 38,766 | $74,043 | |||
| IQ iQIYI, Inc. - American Depositary Shares | $119,449 | 0.04% | 114,855 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| RBLX | $11,245,784 | 3.39% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: 88557WAB7) | $21,401,208 | 24,000,000 | 6.46% |
| GRAB | $17,647,973 | 4,681,160 | 5.32% |
| Unknown issuer (CUSIP: 31810TAB7) | $13,200,000 | 15,000,000 | 3.98% |
| AVGO | $11,332,500 | 30,000 | 3.42% |
| AMD | $8,713,650 | 15,000 | 2.63% |
| Unknown issuer (CUSIP: 02079K404) | $5,597,900 | 110,000 | 1.69% |
| Unknown issuer (CUSIP: 02079K602) | $5,533,000 | 110,000 | 1.67% |
| PLAB | $3,578,300 | 110,000 | 1.08% |
| CLS | $2,918,400 | 8,000 | 0.88% |
| SHMD | $2,759,508 | 440,816 | 0.83% |
| TONX | $2,619,375 | 1,027,206 | 0.79% |
| NVTS | $1,792,000 | 100,000 | 0.54% |
| IQ | $119,449 | 114,855 | 0.04% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| AXP | Trimmed | -35K | -$8.3M |
| SPGI | Bought more | +19K | +$7.5M |
| GOOGL | Trimmed | -45K | -$6.2M |
| AMZN | Price move only | +0 | +$5.1M |
| ADBE | Trimmed | -6K | -$3.3M |
| — | Bought more | +2.0M | +$2.0M |
| NOW | Trimmed | -15K | -$1.9M |
| NYT | Price move only | +0 | -$1.1M |
| WB | Trimmed | -30K | -$1.0M |
| VEEV | Trimmed | -5K | -$842K |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| META | June 30, 2026 | 53,000 | $30,322,890 | -2.9% |
| MSFT | June 30, 2026 | 75,000 | $27,762,750 | 29.5% |
| PBI | June 30, 2026 | 1,120,000 | $12,376,000 | -7.8% |
| BABA | March 31, 2025 | 120,000 | $10,174,800 | -5.3% |
| BMNR | June 30, 2026 | 429,565 | $8,496,796 | 61.0% |
| CCL | March 31, 2026 | 250,000 | $7,635,000 | 0.4% |
| FOX | March 31, 2026 | 89,330 | $5,800,197 | 14.6% |
| BIDU | March 31, 2025 | 60,000 | $5,058,600 | 2.0% |
| SE | Sept. 30, 2025 | 30,000 | $4,798,200 | -34.2% |
| CCL | March 31, 2025 | 175,000 | $4,361,000 | 33.0% |
| INCY | Dec. 31, 2025 | 50,000 | $4,240,500 | 29.7% |
| ZG | March 31, 2025 | 59,395 | $4,208,136 | -44.8% |
| ARM | Dec. 31, 2025 | 28,800 | $4,074,912 | 126.0% |
| NTES | June 30, 2025 | 30,000 | $3,087,600 | -9.7% |
| WB | March 31, 2025 | 318,555 | $3,042,200 | -23.7% |
| NWSA | Sept. 30, 2025 | 77,401 | $2,300,358 | -4.0% |
| SWTX | June 30, 2025 | 50,000 | $2,206,500 | No longer tracked |
| ZTO | June 30, 2025 | 100,000 | $1,984,000 | 19.3% |
| MNSO | March 31, 2026 | 105,250 | $1,973,438 | -31.4% |
| NTES | June 30, 2026 | 17,600 | $1,970,144 | -5.2% |
| SBET | Dec. 31, 2025 | 110,000 | $1,871,100 | -17.1% |
| EDU | June 30, 2025 | 38,000 | $1,816,780 | 4.7% |
| ONC | June 30, 2026 | 6,020 | $1,787,759 | 30.8% |
| YMM | June 30, 2026 | 146,000 | $1,211,800 | 6.7% |
| ZLAB | March 31, 2026 | 65,800 | $1,160,712 | 39.2% |
| JD | June 30, 2026 | 38,000 | $1,123,660 | 14.4% |
| CHA | Dec. 31, 2025 | 66,300 | $1,097,265 | -11.2% |
| BIDU | June 30, 2026 | 9,000 | $1,002,780 | -17.8% |
| MLCO | June 30, 2025 | 136,194 | $717,742 | -25.0% |
| BILI | June 30, 2025 | 36,500 | $697,515 | -22.1% |
| TMUS | Dec. 31, 2025 | 2,700 | $646,326 | -10.1% |
| GDS | March 31, 2026 | 17,425 | $608,133 | -16.5% |
| NIO | June 30, 2026 | 79,000 | $476,370 | -9.4% |
| GLUE | March 31, 2025 | 40,000 | $277,600 | 226.5% |
| EDU | June 30, 2026 | 4,074 | $230,711 | 23.1% |
| CGEM | March 31, 2025 | 15,000 | $182,700 | 187.5% |
| SNDX | March 31, 2025 | 10,000 | $132,200 | 65.6% |
| KURA | March 31, 2025 | 10,000 | $87,100 | 84.5% |
| OMGAQ | March 31, 2025 | 85,000 | $63,376 | No longer tracked |