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Long Corridor Asset Management Ltd Top Holdings and 13F Report (2026)

About Long Corridor Asset Management Ltd

Investment Activity

  • Long Corridor Asset Management Ltd has $411.30 million in total holdings as of March 31, 2026.
  • Long Corridor Asset Management Ltd owns shares of 38 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 56.39% of the portfolio was purchased this quarter.
  • About 4.39% of the portfolio was sold this quarter.
  • This quarter, Long Corridor Asset Management Ltd has purchased 20 new stocks and bought additional shares in 8 stocks.
  • Long Corridor Asset Management Ltd sold shares of 2 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Alphabet
$41,408,640
Amazon.com
$35,228,871
Meta Platforms
$30,322,890
American Express
$29,643,040
Microsoft
$27,762,750

Largest New Holdings this Quarter

594918104 - Microsoft
$27,762,750 Holding
594972AU5 - STRATEGY INC
$26,277,510 Holding
46267XAK4 - IQIYI INC
$18,805,805 Holding
00724F101 - Adobe
$13,369,400 Holding
724479100 - Pitney Bowes
$12,376,000 Holding

Largest Purchases this Quarter

Microsoft
75,000 shares (about $27.76M)
STRATEGY INC
30,000,000 shares (about $26.28M)
Amazon.com
115,000 shares (about $23.95M)
IQIYI INC
20,700,000 shares (about $18.81M)
Adobe
55,000 shares (about $13.37M)

Largest Sales this Quarter

BEONE MEDICINES LTD
1,711 shares (about $508.12K)
Baidu
3,500 shares (about $389.97K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLong Corridor Asset Management Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Alphabet Inc. stock logo
GOOGL
Alphabet
$41,408,6400.0%144,00010.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$35,228,871$23,951,050 â–²212.4%169,1508.6%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$30,322,890$4,405,401 â–²17.0%53,0007.4%Computer and Technology
American Express Company stock logo
AXP
American Express
$29,643,040$8,771,920 â–²42.0%98,0007.2%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$27,762,750$27,762,750 â–²New Holding75,0006.8%Computer and Technology
STRATEGY INC
$26,277,510$26,277,510 â–²New Holding30,000,0006.4%NOTE 3/0
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$19,298,819$3,244,043 â–²20.2%268,3004.7%Computer and Technology
IQIYI INC
$18,805,805$18,805,805 â–²New Holding20,700,0004.6%NOTE 4.625% 3/1
STRATEGY INC
$15,367,5000.0%15,000,0003.7%NOTE 2.250% 6/1
MARA HOLDINGS INC
$14,744,0000.0%16,000,0003.6%NOTE 6/0
Adobe Inc. stock logo
ADBE
Adobe
$13,369,400$13,369,400 â–²New Holding55,0003.3%Computer and Technology
Autohome Inc. stock logo
ATHM
Autohome
$12,472,320$10,137,393 â–²434.2%718,0383.0%Computer and Technology
Pitney Bowes Inc. stock logo
PBI
Pitney Bowes
$12,376,000$12,376,000 â–²New Holding1,120,0003.0%Computer and Technology
Natural Resource Partners LP stock logo
NRP
Natural Resource Partners
$12,100,000$12,100,000 â–²New Holding100,0002.9%Energy
Black Stone Minerals, L.P. stock logo
BSM
Black Stone Minerals
$11,672,640$11,672,640 â–²New Holding772,0002.8%Energy
Roblox Corporation stock logo
RBLX
Roblox
$11,131,008$1,651,552 â–²17.4%196,8002.7%Consumer Discretionary
Moody's Corporation stock logo
MCO
Moody's
$8,725,000$8,725,000 â–²New Holding20,0002.1%Finance
Hesai Group Sponsored ADR stock logo
HSAI
Hesai Group
$8,508,400$1,434,000 â–²20.3%445,0002.1%Auto/Tires/Trucks
BITMINE IMMERSION TECNOLOGIE
$8,496,796$8,496,796 â–²New Holding429,5652.1%COM NEW
NIO INC
$8,446,8750.0%8,500,0002.1%NOTE 4.625%10/1
ServiceNow, Inc. stock logo
NOW
ServiceNow
$8,364,000$8,364,000 â–²New Holding80,0002.0%Computer and Technology
The New York Times Company stock logo
NYT
New York Times
$6,556,059$3,098,010 â–²89.6%78,3001.6%Consumer Staples
S&P Global Inc. stock logo
SPGI
S&P Global
$4,678,740$4,678,740 â–²New Holding11,0001.1%Finance
Weibo Corporation stock logo
WB
Weibo
$4,637,500$4,637,500 â–²New Holding530,0001.1%Computer and Technology
FORWARD INDUSTRIES INC
$4,404,147$4,404,147 â–²New Holding994,1641.1%COM NEW
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$4,391,500$4,391,500 â–²New Holding25,0001.1%Medical
NetEase, Inc. stock logo
NTES
NetEase
$1,970,144$1,970,144 â–²New Holding17,6000.5%Computer and Technology
BEONE MEDICINES LTD
$1,787,759$508,116 â–¼-22.1%6,0200.4%SPONSORED ADS
Full Truck Alliance Co. Ltd. Sponsored ADR stock logo
YMM
Full Truck Alliance
$1,211,800$1,211,800 â–²New Holding146,0000.3%Business Services
ZTO Express (Cayman) Inc. stock logo
ZTO
ZTO Express (Cayman)
$1,157,820$1,157,820 â–²New Holding46,0000.3%Transportation
H World Group Limited Sponsored ADR stock logo
HTHT
H World Group
$1,156,670$1,156,670 â–²New Holding23,0000.3%Consumer Discretionary
JD.com, Inc. stock logo
JD
JD.com
$1,123,660$1,123,660 â–²New Holding38,0000.3%Retail/Wholesale
Baidu, Inc. stock logo
BIDU
Baidu
$1,002,780$389,970 â–¼-28.0%9,0000.2%Computer and Technology
Yum China stock logo
YUMC
Yum China
$975,600$975,600 â–²New Holding20,0000.2%Retail/Wholesale
JOBY AVIATION INC
$859,375$859,375 â–²New Holding1,000,0000.2%NOTE 0.750% 2/1
NIO Inc. stock logo
NIO
NIO
$476,370$476,370 â–²New Holding79,0000.1%Auto/Tires/Trucks
New Oriental Education & Technology Group, Inc. stock logo
EDU
New Oriental Education & Technology Group
$230,711$230,711 â–²New Holding4,0740.1%Consumer Discretionary
Coya Therapeutics, Inc. stock logo
COYA
Coya Therapeutics
$152,7380.0%38,7660.0%Medical
Carnival Corporation stock logo
CCL
Carnival
$0$7,635,000 â–¼-100.0%00.0%Consumer Discretionary
Fox Corporation stock logo
FOX
FOX
$0$5,800,197 â–¼-100.0%00.0%Consumer Discretionary
MINISO Group Holding Limited Unsponsored ADR stock logo
MNSO
MINISO Group
$0$1,973,438 â–¼-100.0%00.0%Retail/Wholesale
Zai Lab Limited Unsponsored ADR stock logo
ZLAB
Zai Lab
$0$1,160,712 â–¼-100.0%00.0%Medical
GDS Holdings stock logo
GDS
GDS
$0$608,133 â–¼-100.0%00.0%Business Services

Showing largest 100 holdings. View all holdings.
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