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Long Corridor Asset Management Ltd
Q2 2026 13F filing
Updated 29 days ago35 disclosed positions worth $331.5M
Portfolio value
$331.5M
Total holdings
35
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-12
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AMZN AMAZON COM INC | $40.3M | 169.2K | 12.16% | — |
| 2 | G GOOGN ALPHABET INC | $35.2M | 98.6K | 10.63% | — |
| 3 | ? N/A QFIN HOLDINGS INC | $21.4M | 24.00M | 6.46% | — |
| 4 | A AXP AMERICAN EXPRESS CO | $21.3M | 63.0K | 6.43% | — |
| 5 | ? N/A IQIYI INC | $20.8M | 22.70M | 6.27% | — |
| 6 | G GRABW GRAB HOLDINGS LIMITED | $17.6M | 4.68M | 5.32% | — |
| 7 | F FVGPY FINVOLUTION GROUP | $13.2M | 15.00M | 3.98% | — |
| 8 | A ATHM AUTOHOME INC | $12.8M | 672.1K | 3.86% | — |
| 9 | B BSM BLACK STONE MINERALS L P | $12.3M | 880.0K | 3.71% | — |
| 10 | S SPGI S&P GLOBAL INC | $12.2M | 30.0K | 3.69% | — |
| 11 | N NRP NATURAL RESOURCE PARTNERS LP | $11.6M | 120.0K | 3.51% | — |
| 12 | A AVGO BROADCOM INC | $11.3M | 30.0K | 3.42% | — |
| 13 | R RBLX ROBLOX CORP | $11.2M | 206.8K | 3.39% | — |
| 14 | A ADBE ADOBE INC | $10M | 49.0K | 3.03% | — |
| 15 | M MCO MOODYS CORP | $9.1M | 20.0K | 2.73% | — |
| 16 | A AMD ADVANCED MICRO DEVICES INC | $8.7M | 15.0K | 2.63% | — |
| 17 | H HSIGF HESAI GROUP | $8.1M | 445.0K | 2.45% | — |
| 18 | N NOW SERVICENOW INC | $6.5M | 65.0K | 1.95% | — |
| 19 | G GOOGN ALPHABET INC | $5.6M | 110.0K | 1.69% | — |
| 20 | G GOOGN ALPHABET INC | $5.5M | 110.0K | 1.67% | — |
| 21 | N NYT NEW YORK TIMES CO MTN BE | $5.5M | 78.3K | 1.65% | — |
| 22 | F FWDI FORWARD INDUSTRIES INC | $4.2M | 994.2K | 1.27% | — |
| 23 | W WEIBF WEIBO CORP | $3.6M | 500.0K | 1.10% | — |
| 24 | P PLAB PHOTRONICS INC | $3.6M | 110.0K | 1.08% | — |
| 25 | V VEEV VEEVA SYS INC | $3.5M | 20.0K | 1.07% | — |
| 26 | C CLS CELESTICA INC | $2.9M | 8.0K | 0.88% | — |
| 27 | U UBER UBER TECHNOLOGIES INC | $2.9M | 40.0K | 0.87% | — |
| 28 | S SHMDW SCHMID GROUP N.V. | $2.8M | 440.8K | 0.83% | — |
| 29 | T TONX TON STRATEGY CO | $2.6M | 1.03M | 0.79% | — |
| 30 | N NVTS NAVITAS SEMICONDUCTOR CORP | $1.8M | 100.0K | 0.54% | — |
| 31 | Z ZTOEF ZTO EXPRESS CAYMAN INC | $1M | 46.0K | 0.31% | — |
| 32 | H HWLDF H WORLD GROUP LTD | $960K | 23.0K | 0.29% | — |
| 33 | Y YUMC YUM CHINA HLDGS INC | $817K | 20.0K | 0.25% | — |
| 34 | ? N/A COYA THERAPEUTICS INC | $227K | 38.8K | 0.07% | — |
| 35 | I IQ IQIYI INC | $119K | 114.9K | 0.04% | — |