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Long Corridor Asset Management Ltd

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1845501
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Sector Allocation

  • Technology36.1%$119.8M
  • Financials18.1%$60.0M
  • Other14.4%$47.7M
  • Consumer Discretionary13.5%$44.7M
  • Industrials8.9%$29.5M
  • Energy7.2%$23.9M
  • Communication Services1.7%$5.6M
  • Healthcare0.1%$226,781

AUM History

13fpro.ai/research/fund/long-corridor-asset-management-ltd-1845501

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/long-corridor-asset-management-ltd-1845501

Long Corridor Asset Management Ltd 13F holdings — Q2 2026

$331.5M portfolio (-19.4% QoQ) · 35 holdings · Q2 2026 13F · top 10 are 63% of the stock portfolio

All holdings — Long Corridor Asset Management Ltd (Q2 2026)

35 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
NRP$NRPNATURAL RESOURCE PARTNERS LPlp unit$11.6M+20%
AVGO$AVGOBroadcom Inc.$11.3MNew
RBLX$RBLXRoblox Corp$11.2M+5%
ADBE$ADBEADOBE INC.$10.0M-11%
MCO$MCOMOODYS CORP /DE/$9.1M—
AMD$AMDADVANCED MICRO DEVICES INC$8.7MNew
HSAI$HSAIHesai Groupadr$8.1M—
NOW$NOWServiceNow, Inc.$6.5M-19%
GOOG$GOOGAlphabet Inc.$5.6MNew
— ALPHABET INC - DEP SHS RP1/20 B$5.5MNew
NYT$NYTNEW YORK TIMES CO$5.5M—
FWDI$FWDIForward Industries, Inc.$4.2M—
WB$WBWEIBO Corpadr$3.6M-6%
PLAB$PLABPHOTRONICS INC$3.6MNew
VEEV$VEEVVEEVA SYSTEMS INC$3.5M-20%

What changed in Q2 2026

Against the previous quarter's 13F: 12 new, 5 added to, 8 trimmed, 16 sold out. Share-count changes; largest moves by dollar size first.

New positions (12)

  • QFIN HOLDINGS INC - NOTE 0.500% 4/0$21.4M

    first bought this quarter

  • GRAB$GRABGrab Holdings Ltd$17.6M

    first bought this quarter

  • FINV$FINVFinVolution Group$13.2M

    first bought this quarter

  • AVGO$AVGOBroadcom Inc.$11.3M

    first bought this quarter

  • AMD$AMDADVANCED MICRO DEVICES INC$8.7M

    first bought this quarter

  • ALPHABET INC - DEP SHS RP1/20 B$5.5M

    first bought this quarter

+6 more in the Excel export

Added to (5)

  • SPGI$SPGIS&P Global Inc.+173%

    now $12.2M · held 2 qtrs, 2 adds in a row

  • NRP$NRPNATURAL RESOURCE PARTNERS LP+20%

    now $11.6M · held 2 qtrs, 2 adds in a row

  • IQIYI INC - NOTE 4.625% 3/1+10%

    now $20.8M

  • BSM$BSMBlack Stone Minerals, L.P.+14%

    now $12.3M · held 2 qtrs, 2 adds in a row

  • RBLX$RBLXRoblox Corp+5%

    now $11.2M · held 6 qtrs, 3 adds in a row

Trimmed (8)

  • UBER$UBERUber Technologies, Inc-85%

    now $2.9M · held 6 qtrs

  • GOOGL$GOOGLAlphabet Inc.-32%

    now $35.2M · held 10 qtrs

  • AXP$AXPAMERICAN EXPRESS CO-36%

    now $21.3M · held 12+ qtrs

  • NOW$NOWServiceNow, Inc.-19%

    now $6.5M · held 2 qtrs

  • ADBE$ADBEADOBE INC.-11%

    now $10.0M · held 2 qtrs

  • VEEV$VEEVVEEVA SYSTEMS INC-20%

    now $3.5M · held 2 qtrs

+2 more in the Excel export

Sold out (16)

  • META$METAMeta Platforms, Inc.was $30.3M

    held 9 qtrs

  • MSFT$MSFTMICROSOFT CORPwas $27.8M

    held 1 qtr

  • STRATEGY INCwas $26.3M
  • MSTR$MSTRStrategy Incwas $15.4M

    held 4 qtrs

  • MARA$MARAMARA Holdings, Inc.was $14.7M

    held 2 qtrs

  • PBI$PBIPITNEY BOWES INC /DE/was $12.4M

+10 more in the Excel export

Share

Holdings by quarter

Every 13F Long Corridor Asset Management Ltd has filed, 22 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Long Corridor Asset Management Ltd's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-9.2%

Value-weighted move of the 10 largest stock positions

Turnover

30%

Last quarter; 49% over the last 4

Top 10 weight

63%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

48%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2023 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

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 $GOOGL. 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.

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AI-Powered Hedge Fund Analysis: Long Corridor Asset Management Ltd

13F Pro is an AI hedge fund tracker and stock research platform. For Long Corridor Asset Management Ltd (SEC CIK: 1845501), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Long Corridor Asset Management Ltd's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.