Long Corridor Asset Management Ltd
Exempt adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | — | — |
| Apr 2025 to Mar 2026 | — | — |
| Apr 2024 to Mar 2025 | — | — |
| Jun 2023 to Mar 2024 | — | — |
| May 2023 | $0 | — |
| Dec 2019 to Apr 2023 | — | — |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 83.4%; sector active share 42.9% against the combined 13F book's sector weights.
Over time 23 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
32 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 28.8% | $79,638,352 |
| Technology | 24.6% | $67,987,778 |
| Consumer Cyclical | 18.2% | $50,200,071 |
| Financial Services | 16.9% | $46,781,321 |
| Energy | 8.7% | $23,933,600 |
| Industrials | 1.4% | $3,788,988 |
| Healthcare | 1.4% | $3,776,181 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UBER | Uber Technologies, Inc | −228,300 | 40,000 | $2,886,400 | |
| ATHM | Autohome Inc. | −45,921 | 672,117 | $12,790,386 | |
| GOOGL | Alphabet Inc. | −45,384 | 98,616 | $35,242,399 | |
| 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| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | |
| GOOGM | Alphabet Inc. | 110,000 | $5,597,900 | |
| GOOGN | Alphabet Inc. | 110,000 | $5,533,000 | |
| 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| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| META | Meta Platforms, Inc. | 53,000 | $30,322,890 | |
| MSFT | Microsoft Corp | 75,000 | $27,762,750 | |
| PBI | Pitney Bowes Inc | 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. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 169,150 | $40,315,211 | 14.60% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 98,616 | $35,242,399 | 12.76% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 63,000 | $21,309,750 | 7.72% | |
| GRAB |
Grab Holdings Ltd
Technology
|
NEW | 4,681,160 | $17,647,973 | 6.39% | |
| ATHM |
Autohome Inc.
Communication Services
|
Reduced | 672,117 | $12,790,386 | 4.63% | |
| BSM |
Black Stone Minerals, L.P.
Energy
|
Added | 880,000 | $12,293,600 | 4.45% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 30,000 | $12,217,799 | 4.43% | |
| NRP |
Natural Resource Partners LP
Energy
|
Added | 120,000 | $11,640,000 | 4.22% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 30,000 | $11,332,500 | 4.10% | |
| RBLX |
Roblox Corp
Communication Services
|
Added | 206,800 | $11,245,784 | 4.07% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 49,000 | $10,045,980 | 3.64% | |
| MCO |
Moodys Corp
Financial Services
|
Held | 20,000 | $9,058,400 | 3.28% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 15,000 | $8,713,650 | 3.16% | |
| HSAI |
Hesai Group
Consumer Cyclical
|
Held | 445,000 | $8,107,900 | 2.94% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 65,000 | $6,453,200 | 2.34% | |
| GOOGM |
Alphabet Inc.
Communication Services
|
NEW | 110,000 | $5,597,900 | 2.03% | |
| GOOGN |
Alphabet Inc.
Communication Services
|
NEW | 110,000 | $5,533,000 | 2.00% | |
| NYT |
New York Times Co
Communication Services
|
Held | 78,300 | $5,479,434 | 1.98% | |
| FWDI |
Forward Industries, Inc.
Financial Services
|
Held | 994,164 | $4,195,372 | 1.52% | |
| WB |
WEIBO Corp
Communication Services
|
Reduced | 500,000 | $3,630,000 | 1.31% | |
| PLAB |
Photronics Inc
Technology
|
NEW | 110,000 | $3,578,300 | 1.30% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
Reduced | 20,000 | $3,549,400 | 1.29% | |
| CLS |
Celestica Inc
Technology
|
NEW | 8,000 | $2,918,400 | 1.06% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 40,000 | $2,886,400 | 1.05% | |
| SHMD |
SCHMID Group N.V.
Industrials
|
NEW | 440,816 | $2,759,508 | 1.00% | |
| TONX |
TON Strategy Co
Technology
|
NEW | 1,027,206 | $2,619,375 | 0.95% | |
| NVTS |
Navitas Semiconductor Corp
Technology
|
NEW | 100,000 | $1,792,000 | 0.65% | |
| ZTO |
ZTO Express (Cayman) Inc.
Industrials
|
Held | 46,000 | $1,029,480 | 0.37% | |
| HTHT |
H World Group Ltd
Consumer Cyclical
|
Held | 23,000 | $959,560 | 0.35% | |
| YUMC |
Yum China Holdings, Inc.
Consumer Cyclical
|
Held | 20,000 | $817,400 | 0.30% | |
| COYA |
Coya Therapeutics, Inc.
Healthcare
|
Held | 38,766 | $226,781 | 0.08% | |
| IQ |
iQIYI, Inc.
Communication Services
|
NEW | 114,855 | $119,449 | 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.