Long Corridor Asset Management Ltd Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Long Corridor Asset Management Ltd disclosed 28 stock positions valued at approximately $331.48M as of quarter-end June 30, 2026. The largest holdings include AMAZON COM INC, ALPHABET INC, and AMERICAN EXPRESS CO.
- Report Period
- June 30, 2026
- No. of Stocks
- 28
- Portfolio Value
- $331.48M
Holdings by Sector
Long Corridor Asset Management Ltd Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMAZON COM INC | AMZN | Consumer Cyclical | 12.16% | 169,150 | - | - | $40,315,211 |
| ALPHABET INC | GOOGL | Communication Services | 10.63% | 98,616 | -45,384 | -31.52% | $35,242,400 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 6.43% | 63,000 | -35,000 | -35.71% | $21,309,750 |
| GRAB HOLDINGS LIMITED | GRAB | Technology | 5.32% | 4,681,160 | +4,681,160 | +100.00% | $17,647,973 |
| AUTOHOME INC | ATHM | Communication Services | 3.86% | 672,117 | -45,921 | -6.40% | $12,790,387 |
| BLACK STONE MINERALS L P | BSM | Energy | 3.71% | 880,000 | +108,000 | +13.99% | $12,293,600 |
| S&P GLOBAL INC | SPGI | Financial Services | 3.69% | 30,000 | +19,000 | +172.73% | $12,217,800 |
| NATURAL RESOURCE PARTNERS LP | NRP | Energy | 3.51% | 120,000 | +20,000 | +20.00% | $11,640,000 |
| BROADCOM INC | AVGO | Technology | 3.42% | 30,000 | +30,000 | +100.00% | $11,332,500 |
| ROBLOX CORP | RBLX | Communication Services | 3.39% | 206,800 | +10,000 | +5.08% | $11,245,784 |
| ADOBE INC | ADBE | Technology | 3.03% | 49,000 | -6,000 | -10.91% | $10,045,980 |
| MOODYS CORP | MCO | Financial Services | 2.73% | 20,000 | - | - | $9,058,400 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.63% | 15,000 | +15,000 | +100.00% | $8,713,650 |
| HESAI GROUP | HSAI | Consumer Cyclical | 2.45% | 445,000 | - | - | $8,107,900 |
| SERVICENOW INC | NOW | Technology | 1.95% | 65,000 | -15,000 | -18.75% | $6,453,200 |
| NEW YORK TIMES CO MTN BE | NYT | Communication Services | 1.65% | 78,300 | - | - | $5,479,434 |
| WEIBO CORP | WB | Communication Services | 1.10% | 500,000 | -30,000 | -5.66% | $3,630,000 |
| PHOTRONICS INC | PLAB | Technology | 1.08% | 110,000 | +110,000 | +100.00% | $3,578,300 |
| VEEVA SYS INC | VEEV | Healthcare | 1.07% | 20,000 | -5,000 | -20.00% | $3,549,400 |
| CELESTICA INC | CLS | Technology | 0.88% | 8,000 | +8,000 | +100.00% | $2,918,400 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.87% | 40,000 | -228,300 | -85.09% | $2,886,400 |
| TON STRATEGY CO | TONX | Other | 0.79% | 1,027,206 | +1,027,206 | +100.00% | $2,619,375 |
| NAVITAS SEMICONDUCTOR CORP | NVTS | Technology | 0.54% | 100,000 | +100,000 | +100.00% | $1,792,000 |
| ZTO EXPRESS CAYMAN INC | ZTO | Industrials | 0.31% | 46,000 | - | - | $1,029,480 |
| H WORLD GROUP LTD | HTHT | Consumer Cyclical | 0.29% | 23,000 | - | - | $959,560 |
| YUM CHINA HLDGS INC | YUMC | Consumer Cyclical | 0.25% | 20,000 | - | - | $817,400 |
| COYA THERAPEUTICS INC | COYA | Healthcare | 0.07% | 38,766 | - | - | $226,781 |
| IQIYI INC | IQ | Communication Services | 0.04% | 114,855 | +114,855 | +100.00% | $119,449 |
Showing 28 of 28 holdings in the latest reporting period.