Long Corridor Asset Management Ltd — 13F Holdings & Portfolio
CIK 1845501 · latest 13F-HR filed 2026-05-12
Long Corridor Asset Management Ltd manages $411.3M in 13F-reported U.S. long-equity assets across 38 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GOOGL (10.07%), AMZN (8.57%), META (7.37%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 23 new positions, exited 5, added to 6, and trimmed 7.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$411.3M
Long-equity book
38
Distinct positions
2026-03-31
Filed 2026-05-12
+23 / −5 / ↑6 / ↓7
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMAZON COM INC$22.7M +181.9%
- AUTOHOME INC$9.5M +316.8%
- AMERICAN EXPRESS CO$4.1M +16.1%
- NEW YORK TIMES CO MTN BE$3.7M +128.7%
- UBER TECHNOLOGIES INC$1.1M +5.8%
Top Trims
- MARA HOLDINGS INC-$1.32B -98.9%
- ALPHABET INC-$3.7M -8.1%
- ROBLOX CORP-$2.4M -18.0%
- STRATEGY INC-$1.3M -7.7%
- BAIDU INC-$630.5K -38.6%
New Positions
- MICROSOFT CORP$27.8M
- STRATEGY INC$26.3M
- IQIYI INC$18.8M
- ADOBE INC$13.4M
- PITNEY BOWES INC$12.4M
Exited Positions
- CARNIVAL CORP$7.6M
- FOX CORP$5.8M
- MINISO GROUP HLDG LTD$2.0M
- ZAI LAB LTD$1.2M
- GDS HLDGS LTD$608.1K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOGL | 02079K305 | $41.4M | 10.07% | 144,000 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $35.2M | 8.57% | 169,150 | SH |
| 3 | META PLATFORMS INC | META | 30303M102 | $30.3M | 7.37% | 53,000 | SH |
| 4 | AMERICAN EXPRESS CO | AXP | 025816109 | $29.6M | 7.21% | 98,000 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $27.8M | 6.75% | 75,000 | SH |
| 6 | STRATEGY INC | MHIFF | 594972AU5 | $26.3M | 6.39% | 30,000,000 | PRN |
| 7 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $19.3M | 4.69% | 268,300 | SH |
| 8 | IQIYI INC | IQ | 46267XAK4 | $18.8M | 4.57% | 20,700,000 | PRN |
| 9 | STRATEGY INC | MHIFF | 594972AN1 | $15.4M | 3.74% | 15,000,000 | PRN |
| 10 | MARA HOLDINGS INC | MARA | 565788AH9 | $14.7M | 3.58% | 16,000,000 | PRN |
| 11 | ADOBE INC | ADBE | 00724F101 | $13.4M | 3.25% | 55,000 | SH |
| 12 | AUTOHOME INC | ATHM | 05278C107 | $12.5M | 3.03% | 718,038 | SH |
| 13 | PITNEY BOWES INC | PBI | 724479100 | $12.4M | 3.01% | 1,120,000 | SH |
| 14 | NATURAL RESOURCE PARTNERS LP | NRP | 63900P608 | $12.1M | 2.94% | 100,000 | SH |
| 15 | BLACK STONE MINERALS L P | BSM | 09225M101 | $11.7M | 2.84% | 772,000 | SH |
| 16 | ROBLOX CORP | RBLX | 771049103 | $11.1M | 2.71% | 196,800 | SH |
| 17 | MOODYS CORP | MCO | 615369105 | $8.7M | 2.12% | 20,000 | SH |
| 18 | HESAI GROUP | HSAI | 428050108 | $8.5M | 2.07% | 445,000 | SH |
| 19 | BITMINE IMMERSION TECNOLOGIE | BMNR | 09175A206 | $8.5M | 2.07% | 429,565 | SH |
| 20 | NIO INC | NIO | 62914VAK2 | $8.4M | 2.05% | 8,500,000 | PRN |
| 21 | SERVICENOW INC | NOW | 81762P102 | $8.4M | 2.03% | 80,000 | SH |
| 22 | NEW YORK TIMES CO MTN BE | NYT | 650111107 | $6.6M | 1.59% | 78,300 | SH |
| 23 | S&P GLOBAL INC | SPGI | 78409V104 | $4.7M | 1.14% | 11,000 | SH |
| 24 | WEIBO CORP | WB | 948596101 | $4.6M | 1.13% | 530,000 | SH |
| 25 | FORWARD INDUSTRIES INC | FWDI | 349932103 | $4.4M | 1.07% | 994,164 | SH |
| 26 | VEEVA SYS INC | VEEV | 922475108 | $4.4M | 1.07% | 25,000 | SH |
| 27 | NETEASE COM INC | NTES | 64110W102 | $2.0M | 0.48% | 17,600 | SH |
| 28 | BEONE MEDICINES LTD | ONC | 07725L102 | $1.8M | 0.43% | 6,020 | SH |
| 29 | FULL TRUCK ALLIANCE CO LTD | YMM | 35969L108 | $1.2M | 0.29% | 146,000 | SH |
| 30 | ZTO EXPRESS CAYMAN INC | ZTO | 98980A105 | $1.2M | 0.28% | 46,000 | SH |
| 31 | H WORLD GROUP LTD | HTHT | 44332N106 | $1.2M | 0.28% | 23,000 | SH |
| 32 | JD.COM INC | JD | 47215P106 | $1.1M | 0.27% | 38,000 | SH |
| 33 | BAIDU INC | BIDU | 056752108 | $1.0M | 0.24% | 9,000 | SH |
| 34 | YUM CHINA HLDGS INC | YUMC | 98850P109 | $975.6K | 0.24% | 20,000 | SH |
| 35 | JOBY AVIATION INC | JOBY | 47775AAA9 | $859.4K | 0.21% | 1,000,000 | PRN |
| 36 | NIO INC | NIO | 62914V106 | $476.4K | 0.12% | 79,000 | SH |
| 37 | NEW ORIENTAL ED & TECHNOLOGY | EDU | 647581206 | $230.7K | 0.06% | 4,074 | SH |
| 38 | COYA THERAPEUTICS INC | COYA | 22407B108 | $152.7K | 0.04% | 38,766 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-12 | $411.3M | 38 | 0001845501-26-000003 |
| 2025-12-31 | 2026-02-12 | $1.54B | 20 | 0001845501-26-000002 |
| 2025-09-30 | 2025-11-13 | $244.8M | 23 | 0001845501-25-000009 |