Latest Long Corridor Asset Management Ltd Stock Portfolio
$119Million
Equity Portfolio Value
Last Reported on: 09 Feb, 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 $119.8 Millions as of 31 Dec, 2023.
The top stock holdings of Long Corridor Asset Management Ltd are WB, META, GOOG. The fund has invested 13.7% of it's portfolio in WEIBO CORP and 10.3% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off MINISO GROUP HLDG LTD (MNSO), YUM CHINA HLDGS INC (YUMC) and BEIGENE LTD (BGNE) stocks. They significantly reduced their stock positions in ALIBABA GROUP HLDG LTD (BABA) and META PLATFORMS INC (META). Long Corridor Asset Management Ltd opened new stock positions in WESTERN ALLIANCE BANCORP (WAL). The fund showed a lot of confidence in some stocks as they added substantially to WEIBO CORP (WB) and ALPHABET INC (GOOG).
The top stock holdings of Long Corridor Asset Management Ltd are WB, META, GOOG. The fund has invested 13.7% of it's portfolio in WEIBO CORP and 10.3% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off MINISO GROUP HLDG LTD (MNSO), YUM CHINA HLDGS INC (YUMC) and BEIGENE LTD (BGNE) stocks. They significantly reduced their stock positions in ALIBABA GROUP HLDG LTD (BABA) and META PLATFORMS INC (META). Long Corridor Asset Management Ltd opened new stock positions in WESTERN ALLIANCE BANCORP (WAL). The fund showed a lot of confidence in some stocks as they added substantially to WEIBO CORP (WB) and ALPHABET INC (GOOG).
New Buys
| Ticker | $ Bought |
|---|---|
| WESTERN ALLIANCE BANCORP | 462,524 |
New stocks bought by Long Corridor Asset Management Ltd
Additions
| Ticker | % Inc. |
|---|---|
| WEIBO CORP | 141 |
| ALPHABET INC | 100 |
Additions to existing portfolio by Long Corridor Asset Management Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| VNET GROUP INC | -52.63 |
| ALIBABA GROUP HLDG LTD | -25.43 |
| META PLATFORMS INC | -12.5 |
| IQIYI INC | -5.48 |
Long Corridor Asset Management Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| MINISO GROUP HLDG LTD | -1,036,000 |
| ZAI LAB LTD | -753,610 |
| YUM CHINA HLDGS INC | -947,240 |
| BEIGENE LTD | -882,622 |
Long Corridor Asset Management Ltd got rid off the above stocks
Current Stock Holdings of Long Corridor Asset Management Ltd
Last Reported on: 09 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | 4.69 | 30,000 | 5,620,200 | UNCHANGED | 0.00 | |
| BABA | ALIBABA GROUP HLDG LTD | 7.21 | 111,441 | 8,637,790 | REDUCED | -25.43 | |
| BGNE | BEIGENE LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIDU | BAIDU INC | 1.49 | 15,000 | 1,786,350 | UNCHANGED | 0.00 | |
| BILI | BILIBILI INC | 17.80 | 23,000,000 | 21,332,500 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 9.32 | 80,000 | 11,175,200 | ADDED | 100 | |
| IQ | IQIYI INC | 28.12 | 34,483,000 | 33,707,100 | REDUCED | -5.48 | |
| META | META PLATFORMS INC | 10.34 | 35,000 | 12,388,600 | REDUCED | -12.5 | |
| MNSO | MINISO GROUP HLDG LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NYT | NEW YORK TIMES CO | 1.23 | 30,000 | 1,469,700 | UNCHANGED | 0.00 | |
| SE | SEA LTD | 2.03 | 60,000 | 2,430,000 | UNCHANGED | 0.00 | |
| WAL | WESTERN ALLIANCE BANCORP | 0.39 | 26,813 | 462,524 | NEW | ||
| WB | WEIBO CORP | 13.66 | 1,494,610 | 16,366,000 | ADDED | 141 | |
| YUMC | YUM CHINA HLDGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ZLAB | ZAI LAB LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VNET GROUP INC | 3.73 | 4,500,000 | 4,472,100 | REDUCED | -52.63 |