Long Corridor Asset Management Ltd
13F Reported Value
ⓘ$411.3M
Holdings
38
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Long Corridor Asset Management Ltd disclosed 38 positions worth $411.3M in its Form 13F-HR for Q1 2026, led by $GOOG (Alphabet Inc.) at 10.1% of the equity portfolio, followed by $AMZN and $META. During the quarter the fund opened 21 new positions and exited 5 — including a new stake in $MSFT and a full exit from $CCL. The portfolio is most concentrated in Technology (46.1% of disclosed assets). All figures are sourced directly from Long Corridor Asset Management Ltd’s Form 13F-HR filing with the SEC under CIK 1845501.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 80.2#45
Quality
$41.4M144,000 sh - 74.6#152
Quality
$35.2M169,150 sh - 80.9#35
Quality
$30.3M53,000 sh - 73.2
Quality
$29.6M98,000 sh - 83.7
Quality
$27.8M75,000 sh STRATEGY INC
—Quality
$26.3M30,000,000 sh- 79.3
Quality
$19.3M268,300 sh IQIYI INC
—Quality
$18.8M20,700,000 sh- 25.4
Quality
$15.4M15,000,000 sh - 12.2
Quality
$14.7M16,000,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOG | 80.2#45 | $41.4M | 144,000 |
 AMAZON COM INC$AMZN | 74.6#152 | $35.2M | 169,150 |
 Meta Platforms, Inc.$META | 80.9#35 | $30.3M | 53,000 |
 AMERICAN EXPRESS CO$AXP | 73.2 | $29.6M | 98,000 |
 MICROSOFT CORP$MSFT | 83.7 | $27.8M | 75,000 |
| STRATEGY INC | — | $26.3M | 30,000,000 |
 Uber Technologies, Inc$UBER | 79.3 | $19.3M | 268,300 |
| IQIYI INC | — | $18.8M | 20,700,000 |
 Strategy Inc$MSTR | 25.4 | $15.4M | 15,000,000 |
 MARA Holdings, Inc.$MARA | 12.2 | $14.7M | 16,000,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Long Corridor Asset Management Ltd's 38 positions.
Showing top 10 of 38 holdings.
Sector Allocation
Technology
$189.7M
Financials
$77.6M
Other
$54.4M
Consumer Discretionary
$38.7M
Energy
$23.8M
Industrials
$18.6M
Communication Services
$6.6M
Healthcare
$1.9M
Full Holdings — Long Corridor Asset Management Ltd (Q1 2026)
All 38 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOG | Alphabet Inc. | $41.4M | 10.1% | +0% | 80.2 |
| 2 | $AMZN | AMAZON COM INC | $35.2M | 8.6% | +212% | 74.6 |
| 3 | $META | Meta Platforms, Inc. | $30.3M | 7.4% | +17% | 80.9 |
| 4 | $AXP | AMERICAN EXPRESS CO | $29.6M | 7.2% | +42% | 73.2 |
| 5 | $MSFT | MICROSOFT CORP | $27.8M | 6.8% | NEW | 83.7 |
| 6 | — | STRATEGY INC | $26.3M | 6.4% | +100% | — |
| 7 | $UBER | Uber Technologies, Inc | $19.3M | 4.7% | +20% | 79.3 |
| 8 | — | IQIYI INC | $18.8M | 4.6% | NEW | — |
| 9 | $MSTR | Strategy Inc | $15.4M | 3.7% | +0% | 25.4 |
| 10 | $MARA | MARA Holdings, Inc. | $14.7M | 3.6% | +0% | 12.2 |
| 11 |  $ADBE | ADOBE INC. | $13.4M | 3.3% | NEW | 80.4 |
| 12 |  $ATHM | Autohome Inc. | $12.5M | 3.0% | +434% | — |
| 13 |  $PBI | PITNEY BOWES INC /DE/ | $12.4M | 3.0% | NEW | 54.4 |
| 14 |  $NRP | NATURAL RESOURCE PARTNERS LP | $12.1M | 2.9% | NEW | 57.4 |
| 15 |  $BSM | Black Stone Minerals, L.P. | $11.7M | 2.8% | NEW | 65.3 |
| 16 |  $RBLX | Roblox Corp | $11.1M | 2.7% | +17% | 53.7 |
| 17 |  $MCO | MOODYS CORP /DE/ | $8.7M | 2.1% | NEW | 81.3 |
| 18 |  $HSAI | Hesai Group | $8.5M | 2.1% | +20% | — |
| 19 | — | BITMINE IMMERSION TECNOLOGIE | $8.5M | 2.1% | NEW | — |
| 20 |  $NIO | NIO Inc. | $8.4M | 2.0% | +0% | — |
| 21 |  $NOW | ServiceNow, Inc. | $8.4M | 2.0% | NEW | 76 |
| 22 |  $NYT | NEW YORK TIMES CO | $6.6M | 1.6% | +90% | 71.3 |
| 23 |  $SPGI | S&P Global Inc. | $4.7M | 1.1% | NEW | 79.4 |
| 24 |  $WB | WEIBO Corp | $4.6M | 1.1% | NEW | — |
| 25 |  $FWDI | Forward Industries, Inc. | $4.4M | 1.1% | NEW | 24.2 |
| 26 |  $VEEV | VEEVA SYSTEMS INC | $4.4M | 1.1% | NEW | 77.8 |
| 27 |  $NTES | NetEase, Inc. | $2.0M | 0.5% | NEW | — |
| 28 |  $ONC | BeOne Medicines Ltd. | $1.8M | 0.4% | -22% | — |
| 29 |  $YMM | Full Truck Alliance Co. Ltd. | $1.2M | 0.3% | NEW | — |
| 30 |  $ZTO | ZTO Express (Cayman) Inc. | $1.2M | 0.3% | NEW | — |
| 31 |  $HTHT | H World Group Ltd | $1.2M | 0.3% | NEW | — |
| 32 |  $JD | JD.com, Inc. | $1.1M | 0.3% | NEW | — |
| 33 |  $BIDU | Baidu, Inc. | $1.0M | 0.2% | -28% | — |
| 34 |  $YUMC | Yum China Holdings, Inc. | $975,600 | 0.2% | NEW | 65.2 |
| 35 | — | JOBY AVIATION INC | $859,375 | 0.2% | NEW | — |
| 36 | $NIO | NIO Inc. | $476,370 | 0.1% | NEW | — |
| 37 |  $EDU | New Oriental Education & Technology Group Inc. | $230,711 | 0.1% | NEW | — |
| 38 |  $COYA | Coya Therapeutics, Inc. | $152,738 | 0.0% | +0% | — |
New Positions (21)
$MSFT MICROSOFT CORP$27.8M$ADBE ADOBE INC.$13.4M$PBI PITNEY BOWES INC /DE/$12.4M$NRP NATURAL RESOURCE PARTNERS LP$12.1M$BSM Black Stone Minerals, L.P.$11.7M$MCO MOODYS CORP /DE/$8.7M$NOW ServiceNow, Inc.$8.4M$SPGI S&P Global Inc.$4.7M$WB WEIBO Corp$4.6M$FWDI Forward Industries, Inc.$4.4M$VEEV VEEVA SYSTEMS INC$4.4M$NTES NetEase, Inc.$2.0M$YMM Full Truck Alliance Co. Ltd.$1.2M
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