Long Corridor Asset Management Ltd

CIK

1845501

Location

HONG KONG, K3

Portfolio Value

Small $276,106,291

Diversification

Diversified

Filing Date

Global Rank

#3,908 / 8,700 ▲ 646

Top Industry

Internet Content & Information 22.7%

Period ended 2 months ago

Filed Aug 12, 2026 · 32d

23 quarters · since Dec 2020

Portfolio Concentration

30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.8%

+4.1 pts

Top 5

50.1%

−0.2 pts

Top 10

71.4%

−0.2 pts

HHI

772

Diversified+96

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Communication Services	28.8%	$79,638,352	6
Technology	24.6%	$67,987,778	10
Consumer Cyclical	19.7%	$54,395,443	5
Financial Services	15.4%	$42,585,949	3
Energy	8.7%	$23,933,600	2
Industrials	1.4%	$3,788,988	2
Healthcare	1.4%	$3,776,181	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	+174,616	318,616	$46,373,299
BSM	Black Stone Minerals, L.P.	+108,000	880,000	$12,293,600
NRP	Natural Resource Partners LP	+20,000	120,000	$11,640,000
SPGI	S&P Global Inc.	+19,000	30,000	$12,217,799
RBLX	Roblox Corp	+10,000	206,800	$11,245,784
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	−228,300	40,000	$2,886,400
ATHM	Autohome Inc.	−45,921	672,117	$12,790,386
AXP	American Express Co	−35,000	63,000	$21,309,750
WB	WEIBO Corp	−30,000	500,000	$3,630,000
NOW	ServiceNow, Inc.	−15,000	65,000	$6,453,200
ADBE	Adobe Inc.	−6,000	49,000	$10,045,980
VEEV	Veeva Systems Inc	−5,000	20,000	$3,549,400
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
GRAB	Grab Holdings Ltd	4,681,160	$17,647,973
AVGO	Broadcom Inc.	30,000	$11,332,500
AMD	Advanced Micro Devices Inc	15,000	$8,713,650
PLAB	Photronics Inc	110,000	$3,578,300
CLS	Celestica Inc	8,000	$2,918,400
SHMD	SCHMID Group N.V.	440,816	$2,759,508
TONX	TON Strategy Co	1,027,206	$2,619,375
NVTS	Navitas Semiconductor Corp	100,000	$1,792,000
IQ	iQIYI, Inc.	114,855	$119,449
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
META	Meta Platforms, Inc.	53,000	$30,322,890
MSFT	Microsoft Corp	75,000	$27,762,750
PBI	Pitney Bowes Inc /De/	1,120,000	$12,376,000
BMNR	Bitmine Immersion Technologies, Inc.	429,565	$8,496,795
NTES	NetEase, Inc.	17,600	$1,970,144
ONC	BeOne Medicines Ltd.	6,020	$1,787,759
YMM	Full Truck Alliance Co. Ltd.	146,000	$1,211,800
JD	JD.com, Inc.	38,000	$1,123,660
BIDU	Baidu, Inc.	9,000	$1,002,780
NIO	NIO Inc.	79,000	$476,370
EDU	New Oriental Education & Technology Group Inc.	4,074	$230,710
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

30 tracked positions · $276,106,291 total · filing declares 35 positions · $331,478,002 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	318,616	+174,616	$46,373,299	+12.0%	16.80%
AMZN	Amazon Com Inc Consumer Cyclical	Held	169,150	0	$40,315,211	+14.4%	14.60%
AXP	American Express Co Financial Services	Reduced	63,000	-35,000	$21,309,750	−28.1%	7.72%
GRAB	Grab Holdings Ltd Technology	NEW	4,681,160	NEW	$17,647,973	NEW	6.39%
ATHM	Autohome Inc. Communication Services	Reduced	672,117	-45,921	$12,790,386	+2.6%	4.63%
BSM	Black Stone Minerals, L.P. Energy	Added	880,000	+108,000	$12,293,600	+5.3%	4.45%
SPGI	S&P Global Inc. Financial Services	Added	30,000	+19,000	$12,217,799	+161.1%	4.43%
NRP	Natural Resource Partners LP Energy	Added	120,000	+20,000	$11,640,000	−3.8%	4.22%
AVGO	Broadcom Inc. Technology	NEW	30,000	NEW	$11,332,500	NEW	4.10%
RBLX	Roblox Corp Communication Services	Added	206,800	+10,000	$11,245,784	+1.0%	4.07%
ADBE	Adobe Inc. Technology	Reduced	49,000	-6,000	$10,045,980	−24.9%	3.64%
MCO	Moodys Corp /De/ Financial Services	Held	20,000	0	$9,058,400	+3.8%	3.28%
AMD	Advanced Micro Devices Inc Technology	NEW	15,000	NEW	$8,713,650	NEW	3.16%
HSAI	Hesai Group Consumer Cyclical	Held	445,000	0	$8,107,900	−4.7%	2.94%
NOW	ServiceNow, Inc. Technology	Reduced	65,000	-15,000	$6,453,200	−22.8%	2.34%
NYT	New York Times Co Communication Services	Held	78,300	0	$5,479,434	−16.4%	1.98%
FWDI	Forward Industries, Inc. Consumer Cyclical	Held	994,164	0	$4,195,372	−4.7%	1.52%
WB	WEIBO Corp Communication Services	Reduced	500,000	-30,000	$3,630,000	−21.7%	1.31%
PLAB	Photronics Inc Technology	NEW	110,000	NEW	$3,578,300	NEW	1.30%
VEEV	Veeva Systems Inc Healthcare	Reduced	20,000	-5,000	$3,549,400	−19.2%	1.29%
CLS	Celestica Inc Technology	NEW	8,000	NEW	$2,918,400	NEW	1.06%
UBER	Uber Technologies, Inc Technology	Reduced	40,000	-228,300	$2,886,400	−85.0%	1.05%
SHMD	SCHMID Group N.V. Industrials	NEW	440,816	NEW	$2,759,508	NEW	1.00%
TONX	TON Strategy Co Technology	NEW	1,027,206	NEW	$2,619,375	NEW	0.95%
NVTS	Navitas Semiconductor Corp Technology	NEW	100,000	NEW	$1,792,000	NEW	0.65%
ZTO	ZTO Express (Cayman) Inc. Industrials	Held	46,000	0	$1,029,480	−11.1%	0.37%
HTHT	H World Group Ltd Consumer Cyclical	Held	23,000	0	$959,560	−17.0%	0.35%
YUMC	Yum China Holdings, Inc. Consumer Cyclical	Held	20,000	0	$817,400	−16.2%	0.30%
COYA	Coya Therapeutics, Inc. Healthcare	Held	38,766	0	$226,781	+48.5%	0.08%
IQ	iQIYI, Inc. Communication Services	NEW	114,855	NEW	$119,449	NEW	0.04%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.