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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 $329.35 million in total holdings as of September 30, 2026.
  • Long Corridor Asset Management Ltd owns shares of 32 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 16.77% of the portfolio was purchased this quarter.
  • About 17.02% of the portfolio was sold this quarter.
  • This quarter, Long Corridor Asset Management Ltd has purchased 35 new stocks and bought additional shares in 2 stocks.
  • Long Corridor Asset Management Ltd sold shares of 5 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Amazon.com
$42,143,723
Alphabet
$33,931,793
IQIYI INC
$20,949,240
Uber Technologies
$20,587,255

Largest New Holdings this Quarter

38964G108 - ZCASH ETF
$9,663,318 Holding
038222105 - Applied Materials
$5,625,180 Holding
031652100 - Amkor Technology
$5,447,520 Holding
01609W102 - Alibaba Group
$1,613,100 Holding
512807306 - LAM RESEARCH CORP
$1,576,848 Holding

Largest Purchases this Quarter

Uber Technologies
260,500 shares (about $17.85M)
Advanced Micro Devices
22,000 shares (about $13.46M)
ZCASH ETF
254,700 shares (about $9.66M)
Applied Materials
11,000 shares (about $5.63M)
Amkor Technology
104,000 shares (about $5.45M)

Largest Sales this Quarter

QFIN HOLDINGS INC
18,000,000 shares (about $15.96M)
Autohome
210,000 shares (about $4.46M)
ServiceNow
10,000 shares (about $1.34M)
Hesai Group
65,000 shares (about $1.04M)
ZTO Express (Cayman)
30,000 shares (about $582.60K)

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
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$42,143,7230.0%169,15012.8%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$33,931,7930.0%98,61610.3%Communication Services
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$22,635,120$13,458,720 ▲146.7%37,0006.9%Technology
IQIYI INC
$20,949,2400.0%22,700,0006.4%NOTE 4.625% 3/1
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$20,587,255$17,846,855 ▲651.3%300,5006.3%Industrials
American Express Company stock logo
AXP
American Express
$19,158,3000.0%63,0005.8%Finance
Natural Resource Partners LP stock logo
NRP
Natural Resource Partners
$13,047,6000.0%120,0004.0%Energy
FINVOLUTION GROUP
$12,930,0000.0%15,000,0003.9%NOTE 2.500% 7/0
Black Stone Minerals, L.P. stock logo
BSM
Black Stone Minerals
$12,601,6000.0%880,0003.8%Energy
S&P Global Inc. stock logo
SPGI
S&P Global
$11,834,1000.0%30,0003.6%Finance
Adobe Inc. stock logo
ADBE
Adobe
$11,757,0600.0%49,0003.6%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$10,535,7000.0%30,0003.2%Technology
Autohome Inc. stock logo
ATHM
Autohome
$9,819,986$4,462,500 ▼-31.2%462,1173.0%Communication Services
ZCASH ETF
$9,663,318$9,663,318 ▲New Holding254,7002.9%ETV
Moody's Corporation stock logo
MCO
Moody's
$9,082,6000.0%20,0002.8%Finance
Roblox Corporation stock logo
RBLX
Roblox
$8,762,1160.0%206,8002.7%Communication Services
ServiceNow, Inc. stock logo
NOW
ServiceNow
$7,370,550$1,340,100 ▼-15.4%55,0002.2%Technology
Hesai Group Sponsored ADR stock logo
HSAI
Hesai Group
$6,061,000$1,036,750 ▼-14.6%380,0001.8%Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$5,625,180$5,625,180 ▲New Holding11,0001.7%Technology
Amkor Technology, Inc. stock logo
AMKR
Amkor Technology
$5,447,520$5,447,520 ▲New Holding104,0001.7%Technology
ALPHABET INC
$5,398,8000.0%110,0001.6%DEP SHS RP1/20 A
ALPHABET INC
$5,333,9000.0%110,0001.6%DEP SHS RP1/20 B
QFIN HOLDINGS INC
$5,321,184$15,963,552 ▼-75.0%6,000,0001.6%NOTE 0.500% 4/0
The New York Times Company stock logo
NYT
New York Times
$4,987,7100.0%78,3001.5%Communication Services
Photronics, Inc. stock logo
PLAB
Photronics
$3,385,8000.0%110,0001.0%Technology
Weibo Corporation stock logo
WB
Weibo
$3,230,0000.0%500,0001.0%Communication Services
CELESTICA INC
$2,891,4400.0%8,0000.9%COM
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$1,613,100$1,613,100 ▲New Holding15,0000.5%Consumer Discretionary
LAM RESEARCH CORP
$1,576,848$1,576,848 ▲New Holding4,8000.5%COM NEW
Navitas Semiconductor Corporation stock logo
NVTS
Navitas Semiconductor
$1,161,0000.0%100,0000.4%Technology
ZTO Express (Cayman) Inc. stock logo
ZTO
ZTO Express (Cayman)
$310,720$582,600 ▼-65.2%16,0000.1%Industrials
Coya Therapeutics, Inc. stock logo
COYA
Coya Therapeutics
$194,2180.0%38,7660.1%Healthcare
Grab Holdings Limited stock logo
GRAB
Grab
$0$17,647,973 ▼-100.0%00.0%Industrials
FORWARD INDUSTRIES INC
$0$4,195,372 ▼-100.0%00.0%COM NEW
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$0$3,549,400 ▼-100.0%00.0%Healthcare
SCHMID GROUP N.V.
$0$2,759,508 ▼-100.0%00.0%EURO SHS CL A
TON STRATEGY CO
$0$2,619,375 ▼-100.0%00.0%COM
H World Group Limited Sponsored ADR stock logo
HTHT
H World Group
$0$959,560 ▼-100.0%00.0%Consumer Discretionary
Yum China stock logo
YUMC
Yum China
$0$817,400 ▼-100.0%00.0%Consumer Discretionary
iQIYI, Inc. Sponsored ADR stock logo
IQ
iQIYI
$0$119,449 ▼-100.0%00.0%Communication Services

Showing largest 100 holdings. View all holdings.
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