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Latest Long Corridor Asset Management Ltd Stock Portfolio

$331Million | No. of Holdings #32

Long Corridor Asset Management Ltd Performance

2026 Q2+2.66%
YTD-4.85%
2025+19.64%

About Long Corridor Asset Management Ltd and 13F Hedge Fund Stock Holdings

On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Long Corridor Asset Management Ltd reported an equity portfolio of $331.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Long Corridor Asset Management Ltd are AMZN, GOOG, AXP. The fund has invested 12.2% of it's portfolio in AMAZON COM INC and 10.6% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off META PLATFORMS INC (META), MICROSOFT CORP (MSFT) and PITNEY BOWES INC (PBI) stocks. They significantly reduced their stock positions in UBER TECHNOLOGIES INC (UBER), AMERICAN EXPRESS CO (AXP) and ALPHABET INC (GOOG). Long Corridor Asset Management Ltd opened new stock positions in GRAB HOLDINGS LIMITED (GRAB), BROADCOM INC (AVGO) and ADVANCED MICRO DEVICES INC (AMD). The fund showed a lot of confidence in some stocks as they added substantially to S&P GLOBAL INC (SPGI), NATURAL RESOURCE PARTNERS LP (NRP) and BLACK STONE MINERALS L P (BSM).
Long Corridor Asset Management Ltd Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$331Million
  as of Aug 12, 2026

Long Corridor Asset Management Ltd Annual Return Estimates Vs S&P 500

Our best estimate is that Long Corridor Asset Management Ltd made a return of 2.66% in the last quarter. In trailing 12 months, it's portfolio return was 2.92%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
qfin holdings inc21,401,200
grab holdings limited17,648,000
finvolution group13,200,000
broadcom inc11,332,500
advanced micro devices inc8,713,650
alphabet inc5,597,900
alphabet inc5,533,000
photronics inc3,578,300
New stocks bought by Long Corridor Asset Management Ltd

Additions

Ticker% Inc.
s&p global inc172
natural resource partners lp20.00
black stone minerals l p13.99
iqiyi inc9.66
roblox corp5.08
Additions to existing portfolio by Long Corridor Asset Management Ltd

Reductions

Ticker% Reduced
uber technologies inc-85.09
american express co-35.71
alphabet inc-31.52
veeva sys inc-20.00
servicenow inc-18.75
adobe inc-10.91
autohome inc-6.4
weibo corp-5.66
Long Corridor Asset Management Ltd reduced stake in above stock

Sold off

Ticker$ Sold
strategy inc-26,277,500
mara holdings inc-14,744,000
strategy inc-15,367,500
nio inc-8,446,880
pitney bowes inc-12,376,000
joby aviation inc-859,375
bitmine immersion tecnologie-8,496,800
full truck alliance co ltd-1,211,800
Long Corridor Asset Management Ltd got rid off the above stocks

Sector Distribution

Long Corridor Asset Management Ltd has about 22.9% of it's holdings in Communication Services sector.

  • Communication Services
  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Energy
  • Healthcare
Sector%
Communication Services22.9
Others19.7
Technology17.2
Financial Services15.4
Consumer Cyclical14.9
Energy8.7
Healthcare1.3

Market Cap. Distribution

Long Corridor Asset Management Ltd has about 68.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • SMALL-CAP
  • MID-CAP
Category%
MEGA-CAP46.4
LARGE-CAP22.4
UNALLOCATED19.7
SMALL-CAP5.5
MID-CAP5.1

Stocks belong to which Index?

About 62% of the stocks held by Long Corridor Asset Management Ltd either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50060.1
Others38
RUSSELL 20001.9
Top 5 Winners (%)%
coya therapeutics inc
48.5 %
GOOG
alphabet inc
20.4 %
AMZN
amazon com inc
14.4 %
AXP
american express co
9.7 %
ATHM
autohome inc
9.3 %
Top 5 Winners ($)$
GOOG
alphabet inc
8.5 M
AMZN
amazon com inc
5.1 M
AXP
american express co
2.9 M
ATHM
autohome inc
1.2 M
MCO
moodys corp
0.3 M
Top 5 Losers (%)%
NRP
natural resource partners lp
-18.5 %
HTHT
h world group ltd
-17.0 %
WB
weibo corp
-16.6 %
NYT
new york times co mtn be
-16.4 %
YUMC
yum china hldgs inc
-16.2 %
Top 5 Losers ($)$
NRP
natural resource partners lp
-2.6 M
ADBE
adobe inc
-2.0 M
NYT
new york times co mtn be
-1.1 M
BSM
black stone minerals l p
-0.9 M
WB
weibo corp
-0.8 M

Long Corridor Asset Management Ltd Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Long Corridor Asset Management Ltd

Long Corridor Asset Management Ltd has 32 stocks in it's portfolio. About 56.1% of the portfolio is in top 10 stocks. NRP proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Long Corridor Asset Management Ltd last quarter.

$331.48MTotal Value
51.00Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Long Corridor Asset Management Ltd, last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ATHM
Autohome Inc

Autohome Inc

ATHM
Long Corridor Asset Management Ltd's holding in Autohome Inc over time
3.86%672,117
$12.79M
3.86%
decreased 6.4 percentreduced
BIDU
Baidu Inc

Baidu Inc

BIDU
Long Corridor Asset Management Ltd's holding in Baidu Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BMNR
Bitmine Immersion Tecnologie

Bitmine Immersion Tecnologie

BMNR
Long Corridor Asset Management Ltd's holding in Bitmine Immersion Tecnologie over time
0%0.00
$0.00
0%
decreased 100 percentsold off
CLS
Celestica Inc

Celestica Inc

CLS
Long Corridor Asset Management Ltd's holding in Celestica Inc over time
0.88%8,000
$2.92M
0.88%
new position
EDU
New Oriental Ed & Technology

New Oriental Ed & Technology

EDU
Long Corridor Asset Management Ltd's holding in New Oriental Ed & Technology over time
0%0.00
$0.00
0%
decreased 100 percentsold off
FINV
Finvolution Group

Finvolution Group

FINV
Long Corridor Asset Management Ltd's holding in Finvolution Group over time
3.98%15,000,000
$13.20M
3.98%
new position
GRAB
Grab Holdings Limited

Grab Holdings Limited

GRAB
Long Corridor Asset Management Ltd's holding in Grab Holdings Limited over time
5.32%4,681,160
$17.65M
5.32%
new position
HTHT
H World Group Ltd

H World Group Ltd

HTHT
Long Corridor Asset Management Ltd's holding in H World Group Ltd over time
0.29%23,000
$959.6K
0.29%
unchanged 0 percentunchanged
IQ
Iqiyi Inc

Iqiyi Inc

IQ
Long Corridor Asset Management Ltd's holding in Iqiyi Inc over time
6.27%22,700,000
$20.77M
6.27%
increased 9.66 percentadded
IQ
Iqiyi Inc

Iqiyi Inc

IQ
Long Corridor Asset Management Ltd's holding in Iqiyi Inc over time
0.04%114,855
$119.4K
0.04%
new position