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 $331.48 million in total holdings as of June 30, 2026.
Long Corridor Asset Management Ltd owns shares of 35 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
Approximately 33.42% of the portfolio was purchased this quarter.
About 60.84% of the portfolio was sold this quarter.
This quarter, Long Corridor Asset Management Ltd has purchased 38 new stocks and bought additional shares in 5 stocks.
Long Corridor Asset Management Ltd sold shares of 8 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Amazon.com: $40,315,211
Alphabet: $35,242,400
QFIN HOLDINGS INC: $21,401,208
American Express: $21,309,750
IQIYI INC: $20,770,500

Largest New Holdings this Quarter

88557WAB7 - QFIN HOLDINGS INC: $21,401,208 Holding
G4124C109 - Grab: $17,647,973 Holding
31810TAB7 - FINVOLUTION GROUP: $13,200,000 Holding
11135F101 - Broadcom: $11,332,500 Holding
007903107 - Advanced Micro Devices: $8,713,650 Holding

Largest Purchases this Quarter

QFIN HOLDINGS INC: 24,000,000 shares (about $21.40M)
Grab: 4,681,160 shares (about $17.65M)
FINVOLUTION GROUP: 15,000,000 shares (about $13.20M)
Broadcom: 30,000 shares (about $11.33M)
Advanced Micro Devices: 15,000 shares (about $8.71M)

Largest Sales this Quarter

Uber Technologies: 228,300 shares (about $16.47M)
Alphabet: 45,384 shares (about $16.22M)
American Express: 35,000 shares (about $11.84M)
ServiceNow: 15,000 shares (about $1.49M)
Adobe: 6,000 shares (about $1.23M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AMZN Amazon.com	$40,315,211		0.0%	169,150	12.2%	Consumer Discretionary
GOOGL Alphabet	$35,242,400	$16,218,880 â–¼	-31.5%	98,616	10.6%	Communication Services
QFIN HOLDINGS INC	$21,401,208	$21,401,208 â–²	New Holding	24,000,000	6.5%	NOTE 0.500% 4/0
AXP American Express	$21,309,750	$11,838,750 â–¼	-35.7%	63,000	6.4%	Finance
IQIYI INC	$20,770,500	$1,830,000 â–²	9.7%	22,700,000	6.3%	NOTE 4.625% 3/1
GRAB Grab	$17,647,973	$17,647,973 â–²	New Holding	4,681,160	5.3%	Industrials
FINVOLUTION GROUP	$13,200,000	$13,200,000 â–²	New Holding	15,000,000	4.0%	NOTE 2.500% 7/0
ATHM Autohome	$12,790,387	$873,877 â–¼	-6.4%	672,117	3.9%	Communication Services
BSM Black Stone Minerals	$12,293,600	$1,508,760 â–²	14.0%	880,000	3.7%	Energy
SPGI S&P Global	$12,217,800	$7,737,940 â–²	172.7%	30,000	3.7%	Finance
NRP Natural Resource Partners	$11,640,000	$1,940,000 â–²	20.0%	120,000	3.5%	Energy
AVGO Broadcom	$11,332,500	$11,332,500 â–²	New Holding	30,000	3.4%	Technology
RBLX Roblox	$11,245,784	$543,800 â–²	5.1%	206,800	3.4%	Communication Services
ADBE Adobe	$10,045,980	$1,230,120 â–¼	-10.9%	49,000	3.0%	Technology
MCO Moody's	$9,058,400		0.0%	20,000	2.7%	Finance
AMD Advanced Micro Devices	$8,713,650	$8,713,650 â–²	New Holding	15,000	2.6%	Technology
HSAI Hesai Group	$8,107,900		0.0%	445,000	2.4%	Technology
NOW ServiceNow	$6,453,200	$1,489,200 â–¼	-18.8%	65,000	1.9%	Technology
ALPHABET INC	$5,597,900	$5,597,900 â–²	New Holding	110,000	1.7%	DEP SHS RP1/20 A
ALPHABET INC	$5,533,000	$5,533,000 â–²	New Holding	110,000	1.7%	DEP SHS RP1/20 B
NYT New York Times	$5,479,434		0.0%	78,300	1.7%	Communication Services
FORWARD INDUSTRIES INC	$4,195,372		0.0%	994,164	1.3%	COM NEW
WB Weibo	$3,630,000	$217,800 â–¼	-5.7%	500,000	1.1%	Communication Services
PLAB Photronics	$3,578,300	$3,578,300 â–²	New Holding	110,000	1.1%	Technology
VEEV Veeva Systems	$3,549,400	$887,350 â–¼	-20.0%	20,000	1.1%	Healthcare
CELESTICA INC	$2,918,400	$2,918,400 â–²	New Holding	8,000	0.9%	COM
UBER Uber Technologies	$2,886,400	$16,474,128 â–¼	-85.1%	40,000	0.9%	Industrials
SCHMID GROUP N.V.	$2,759,508	$2,759,508 â–²	New Holding	440,816	0.8%	EURO SHS CL A
TON STRATEGY CO	$2,619,375	$2,619,375 â–²	New Holding	1,027,206	0.8%	COM
NVTS Navitas Semiconductor	$1,792,000	$1,792,000 â–²	New Holding	100,000	0.5%	Technology
ZTO ZTO Express (Cayman)	$1,029,480		0.0%	46,000	0.3%	Industrials
HTHT H World Group	$959,560		0.0%	23,000	0.3%	Consumer Discretionary
YUMC Yum China	$817,400		0.0%	20,000	0.2%	Consumer Discretionary
COYA Coya Therapeutics	$226,781		0.0%	38,766	0.1%	Healthcare
IQ iQIYI	$119,449	$119,449 â–²	New Holding	114,855	0.0%	Communication Services
META Meta Platforms	$0	$30,322,890 â–¼	-100.0%	0	0.0%	Communication Services
MSFT Microsoft	$0	$27,762,750 â–¼	-100.0%	0	0.0%	Technology
STRATEGY INC	$0	$26,277,510 â–¼	-100.0%	0	0.0%	NOTE 3/0
STRATEGY INC	$0	$15,367,500 â–¼	-100.0%	0	0.0%	NOTE 2.250% 6/1
MARA HOLDINGS INC	$0	$14,744,000 â–¼	-100.0%	0	0.0%	NOTE 6/0
PBI Pitney Bowes	$0	$12,376,000 â–¼	-100.0%	0	0.0%	Industrials
BITMINE IMMERSION TECNOLOGIE	$0	$8,496,796 â–¼	-100.0%	0	0.0%	COM NEW
NIO INC	$0	$8,446,875 â–¼	-100.0%	0	0.0%	NOTE 4.625%10/1
NTES NetEase	$0	$1,970,144 â–¼	-100.0%	0	0.0%	Communication Services
BEONE MEDICINES LTD	$0	$1,787,759 â–¼	-100.0%	0	0.0%	SPONSORED ADS
YMM Full Truck Alliance	$0	$1,211,800 â–¼	-100.0%	0	0.0%	Industrials
JD JD.com	$0	$1,123,660 â–¼	-100.0%	0	0.0%	Consumer Discretionary
BIDU Baidu	$0	$1,002,780 â–¼	-100.0%	0	0.0%	Communication Services
JOBY AVIATION INC	$0	$859,375 â–¼	-100.0%	0	0.0%	NOTE 0.750% 2/1
NIO NIO	$0	$476,370 â–¼	-100.0%	0	0.0%	Consumer Discretionary
EDU New Oriental Education & Technology Group	$0	$230,711 â–¼	-100.0%	0	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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

About Long Corridor Asset Management Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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

About Long Corridor Asset Management Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLong Corridor Asset Management Ltd

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools