Latest Long Corridor Asset Management Ltd Stock Portfolio
$112Million
Equity Portfolio Value
Last Reported on: 13 May, 2024
About Long Corridor Asset Management Ltd and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Long Corridor Asset Management Ltd reported an equity portfolio of $112.8 Millions as of 31 Mar, 2024.
The top stock holdings of Long Corridor Asset Management Ltd are META, WB, GOOG. The fund has invested 15.1% of it's portfolio in META PLATFORMS INC and 12.1% of portfolio in WEIBO CORP.
The fund managers got completely rid off BAIDU INC (BIDU) and WESTERN ALLIANCE BANCORP (WAL) stocks. Long Corridor Asset Management Ltd opened new stock positions in NETEASE INC (NTES), BEIGENE LTD (BGNE) and MONTE ROSA THERAPEUTICS INC (GLUE). The fund showed a lot of confidence in some stocks as they added substantially to ALIBABA GROUP HLDG LTD (BABA) and WEIBO CORP (WB).
The top stock holdings of Long Corridor Asset Management Ltd are META, WB, GOOG. The fund has invested 15.1% of it's portfolio in META PLATFORMS INC and 12.1% of portfolio in WEIBO CORP.
The fund managers got completely rid off BAIDU INC (BIDU) and WESTERN ALLIANCE BANCORP (WAL) stocks. Long Corridor Asset Management Ltd opened new stock positions in NETEASE INC (NTES), BEIGENE LTD (BGNE) and MONTE ROSA THERAPEUTICS INC (GLUE). The fund showed a lot of confidence in some stocks as they added substantially to ALIBABA GROUP HLDG LTD (BABA) and WEIBO CORP (WB).
New Buys
| Ticker | $ Bought |
|---|---|
| NETEASE INC | 3,931,860 |
| BEIGENE LTD | 1,571,090 |
| MONTE ROSA THERAPEUTICS INC | 282,000 |
New stocks bought by Long Corridor Asset Management Ltd
Additions
| Ticker | % Inc. |
|---|---|
| ALIBABA GROUP HLDG LTD | 9.57 |
| WEIBO CORP | 0.36 |
Additions to existing portfolio by Long Corridor Asset Management Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| IQIYI INC | -27.5 |
| BILIBILI INC | -13.04 |
Long Corridor Asset Management Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| VNET GROUP INC | -4,472,100 |
| WESTERN ALLIANCE BANCORP | -462,524 |
| BAIDU INC | -1,786,350 |
Long Corridor Asset Management Ltd got rid off the above stocks
Current Stock Holdings of Long Corridor Asset Management Ltd
Last Reported on: 13 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | 6.06 | 30,000 | 6,830,700 | UNCHANGED | 0.00 | |
| BABA | ALIBABA GROUP HLDG LTD | 7.83 | 122,101 | 8,835,230 | ADDED | 9.57 | |
| BGNE | BEIGENE LTD | 1.39 | 10,046 | 1,571,090 | NEW | ||
| BIDU | BAIDU INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BILI | BILIBILI INC | 17.00 | 20,000,000 | 19,176,000 | REDUCED | -13.04 | |
| GLUE | MONTE ROSA THERAPEUTICS INC | 0.25 | 40,000 | 282,000 | NEW | ||
| GOOG | ALPHABET INC | 10.70 | 80,000 | 12,074,400 | UNCHANGED | 0.00 | |
| IQ | IQIYI INC | 22.11 | 25,000,000 | 24,937,500 | REDUCED | -27.5 | |
| META | META PLATFORMS INC | 15.07 | 35,000 | 16,995,300 | UNCHANGED | 0.00 | |
| NTES | NETEASE INC | 3.49 | 38,000 | 3,931,860 | NEW | ||
| NYT | NEW YORK TIMES CO | 1.15 | 30,000 | 1,296,600 | UNCHANGED | 0.00 | |
| SE | SEA LTD | 2.86 | 60,000 | 3,222,600 | UNCHANGED | 0.00 | |
| WAL | WESTERN ALLIANCE BANCORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WB | WEIBO CORP | 12.09 | 1,500,000 | 13,635,000 | ADDED | 0.36 | |
| VNET GROUP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |