Long Corridor Asset Management Ltd
Top Portfolio Positions
31 positions ·
$322,390,422 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
144,000 | $41,408,640 | 12.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
169,150 | $35,228,870 | 10.93% | |
| META |
Meta Platforms, Inc.
Communication Services
|
53,000 | $30,322,890 | 9.41% | |
| AXP |
American Express Co
Financial Services
|
98,000 | $29,643,040 | 9.19% | |
| MSFT |
Microsoft Corp
Technology
|
75,000 | $27,762,750 | 8.61% | |
| UBER |
Uber Technologies, Inc
Technology
|
268,300 | $19,298,819 | 5.99% | |
| ADBE |
Adobe Inc.
Technology
|
55,000 | $13,369,400 | 4.15% | |
| ATHM |
Autohome Inc.
Communication Services
|
718,038 | $12,472,320 | 3.87% | |
| PBI |
Pitney Bowes Inc /De/
Industrials
|
1,120,000 | $12,376,000 | 3.84% | |
| NRP |
Natural Resource Partners LP
Energy
|
100,000 | $12,100,000 | 3.75% |
Portfolio Trend
Holdings in WB
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,637,500 | 530,000 | Shares | Sole | 2026-05-12 | |
| 2024-12-31 | $3,042,200 | 318,555 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $9,323,032 | 924,904 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,998,016 | 1,301,825 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,635,000 | 1,500,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $16,365,957 | 1,494,608 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,774,800 | 620,000 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,949,750 | 225,000 | Shares | Sole | 2023-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||