Long Corridor Asset Management Ltd
13F Reported Value
ⓘ$331.5M
Holdings
35
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Long Corridor Asset Management Ltd disclosed 35 positions worth $331.5M in its Form 13F-HR for Q2 2026, led by $AMZN (AMAZON COM INC) at 12.2% of the equity portfolio, followed by $GOOG. During the quarter the fund opened 12 new positions and exited 16 and a full exit from $META. The portfolio is most concentrated in Technology (36.1% 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
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 68.7#300
Quality
$40.3M169,150 sh - 78.2#57
Quality
$35.2M98,616 sh QFIN HOLDINGS INC - NOTE 0.500% 4/0
—Quality
$21.4M24,000,000 sh- 69.4
Quality
$21.3M63,000 sh IQIYI INC - NOTE 4.625% 3/1
—Quality
$20.8M22,700,000 sh- —
Quality
$17.6M4,681,160 sh - —
Quality
$13.2M15,000,000 sh - —
Quality
$12.8M672,117 sh - 60.2
Quality
$12.3M880,000 sh - 76.1
Quality
$12.2M30,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 AMAZON COM INC$AMZN | 68.7#300 | $40.3M | 169,150 |
 Alphabet Inc.$GOOG | 78.2#57 | $35.2M | 98,616 |
| QFIN HOLDINGS INC - NOTE 0.500% 4/0 | — | $21.4M | 24,000,000 |
 AMERICAN EXPRESS CO$AXP | 69.4 | $21.3M | 63,000 |
| IQIYI INC - NOTE 4.625% 3/1 | — | $20.8M | 22,700,000 |
 Grab Holdings Ltd$GRAB | — | $17.6M | 4,681,160 |
 FinVolution Group$FINV | — | $13.2M | 15,000,000 |
 Autohome Inc.$ATHM | — | $12.8M | 672,117 |
 Black Stone Minerals, L.P.$BSM | 60.2 | $12.3M | 880,000 |
 S&P Global Inc.$SPGI | 76.1 | $12.2M | 30,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Long Corridor Asset Management Ltd's 35 positions.
Showing top 10 of 35 holdings.
Sector Allocation
Technology
$119.8M
Financials
$60.0M
Other
$47.7M
Consumer Discretionary
$44.7M
Industrials
$29.5M
Energy
$23.9M
Communication Services
$5.6M
Healthcare
$226,781
Full Holdings — Long Corridor Asset Management Ltd (Q2 2026)
All 35 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 | $AMZN | AMAZON COM INC | $40.3M | 12.2% | +0% | 68.7 |
| 2 | $GOOG | Alphabet Inc. | $35.2M | 10.6% | -32% | 78.2 |
| 3 | — | QFIN HOLDINGS INC - NOTE 0.500% 4/0 | $21.4M | 6.5% | NEW | — |
| 4 | $AXP | AMERICAN EXPRESS CO | $21.3M | 6.4% | -36% | 69.4 |
| 5 | — | IQIYI INC - NOTE 4.625% 3/1 | $20.8M | 6.3% | +10% | — |
| 6 | $GRAB | Grab Holdings Ltd | $17.6M | 5.3% | NEW | — |
| 7 | $FINV | FinVolution Group | $13.2M | 4.0% | NEW | — |
| 8 | $ATHM | Autohome Inc. | $12.8M | 3.9% | -6% | — |
| 9 | $BSM | Black Stone Minerals, L.P. | $12.3M | 3.7% | +14% | 60.2 |
| 10 | $SPGI | S&P Global Inc. | $12.2M | 3.7% | +173% | 76.1 |
| 11 |  $NRP | NATURAL RESOURCE PARTNERS LP | $11.6M | 3.5% | +20% | 49.7 |
| 12 |  $AVGO | Broadcom Inc. | $11.3M | 3.4% | NEW | 84.5 |
| 13 |  $RBLX | Roblox Corp | $11.2M | 3.4% | +5% | 60.3 |
| 14 |  $ADBE | ADOBE INC. | $10.0M | 3.0% | -11% | 77.6 |
| 15 |  $MCO | MOODYS CORP /DE/ | $9.1M | 2.7% | +0% | 79.1 |
| 16 |  $AMD | ADVANCED MICRO DEVICES INC | $8.7M | 2.6% | NEW | 79.8 |
| 17 |  $HSAI | Hesai Group | $8.1M | 2.5% | +0% | — |
| 18 |  $NOW | ServiceNow, Inc. | $6.5M | 1.9% | -19% | 72.9 |
| 19 | $GOOG | Alphabet Inc. | $5.6M | 1.7% | NEW | 78.2 |
| 20 | — | ALPHABET INC - DEP SHS RP1/20 B | $5.5M | 1.7% | NEW | — |
| 21 |  $NYT | NEW YORK TIMES CO | $5.5M | 1.6% | +0% | 68.2 |
| 22 |  $FWDI | Forward Industries, Inc. | $4.2M | 1.3% | +0% | 33.3 |
| 23 |  $WB | WEIBO Corp | $3.6M | 1.1% | -6% | — |
| 24 |  $PLAB | PHOTRONICS INC | $3.6M | 1.1% | NEW | 56.5 |
| 25 |  $VEEV | VEEVA SYSTEMS INC | $3.5M | 1.1% | -20% | 77.6 |
| 26 |  $CLS | CELESTICA INC | $2.9M | 0.9% | NEW | 69.8 |
| 27 |  $UBER | Uber Technologies, Inc | $2.9M | 0.9% | -85% | 73.5 |
| 28 |  $SHMD | SCHMID Group N.V. | $2.8M | 0.8% | NEW | — |
| 29 |  $TONX | TON Strategy Co | $2.6M | 0.8% | NEW | 28.6 |
| 30 |  $NVTS | Navitas Semiconductor Corp | $1.8M | 0.5% | NEW | 9.8 |
| 31 |  $ZTO | ZTO Express (Cayman) Inc. | $1.0M | 0.3% | +0% | — |
| 32 |  $HTHT | H World Group Ltd | $959,560 | 0.3% | +0% | — |
| 33 |  $YUMC | Yum China Holdings, Inc. | $817,400 | 0.3% | +0% | 61.2 |
| 34 |  $COYA | Coya Therapeutics, Inc. | $226,781 | 0.1% | +0% | — |
| 35 |  $IQ | iQIYI, Inc. | $119,449 | 0.0% | NEW | — |
New Positions (12)
$GRAB Grab Holdings Ltd$17.6M$FINV FinVolution Group$13.2M$AVGO Broadcom Inc.$11.3M$AMD ADVANCED MICRO DEVICES INC$8.7M$PLAB PHOTRONICS INC$3.6M$CLS CELESTICA INC$2.9M$SHMD SCHMID Group N.V.$2.8M$TONX TON Strategy Co$2.6M$NVTS Navitas Semiconductor Corp$1.8M$IQ iQIYI, Inc.$119,449Exited Positions (16)
$META Meta Platforms, Inc.
$MSFT MICROSOFT CORP
$MSTR Strategy Inc
$MARA MARA Holdings, Inc.
$PBI PITNEY BOWES INC /DE/
$NIO NIO Inc.
$NTES NetEase, Inc.
$ONC BeOne Medicines Ltd.
$YMM Full Truck Alliance Co. Ltd.
$JD JD.com, Inc.
$BIDU Baidu, Inc.$NIO NIO Inc.Browse Top Institutional Investors
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