Long Corridor Asset Management Ltd Portfolio Stock Holdings
Long Corridor Asset Management Ltd disclosed 38 stock positions valued at approximately $411.3 million in its latest SEC 13F filing. The largest holdings include ALPHABET INC, AMAZON COM INC, and META PLATFORMS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 38
- Portfolio Value
- $411.3M
Holdings by Sector
Long Corridor Asset Management Ltd Portfolio Holdings in Q1 2026
30 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 10.07% | 144,000 | - | - | $41,408,640 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 8.57% | 169,150 | +115,000 | +212.37% | $35,228,871 |
| META PLATFORMS INC | META | Communication Services | 7.37% | 53,000 | +7,700 | +17.00% | $30,322,890 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 7.21% | 98,000 | +29,000 | +42.03% | $29,643,040 |
| MICROSOFT CORP | MSFT | Technology | 6.75% | 75,000 | +75,000 | +100.00% | $27,762,750 |
| UBER TECHNOLOGIES INC | UBER | Technology | 4.69% | 268,300 | +45,100 | +20.21% | $19,298,819 |
| ADOBE INC | ADBE | Technology | 3.25% | 55,000 | +55,000 | +100.00% | $13,369,400 |
| AUTOHOME INC | ATHM | Communication Services | 3.03% | 718,038 | +583,615 | +434.16% | $12,472,320 |
| PITNEY BOWES INC | PBI | Industrials | 3.01% | 1,120,000 | +1,120,000 | +100.00% | $12,376,000 |
| NATURAL RESOURCE PARTNERS LP | NRP | Energy | 2.94% | 100,000 | +100,000 | +100.00% | $12,100,000 |
| BLACK STONE MINERALS L P | BSM | Energy | 2.84% | 772,000 | +772,000 | +100.00% | $11,672,640 |
| ROBLOX CORP | RBLX | Communication Services | 2.71% | 196,800 | +29,200 | +17.42% | $11,131,008 |
| MOODYS CORP | MCO | Financial Services | 2.12% | 20,000 | +20,000 | +100.00% | $8,725,000 |
| HESAI GROUP | HSAI | Consumer Cyclical | 2.07% | 445,000 | +75,000 | +20.27% | $8,508,400 |
| SERVICENOW INC | NOW | Technology | 2.03% | 80,000 | +80,000 | +100.00% | $8,364,000 |
| NEW YORK TIMES CO MTN BE | NYT | Communication Services | 1.59% | 78,300 | +37,000 | +89.59% | $6,556,059 |
| S&P GLOBAL INC | SPGI | Financial Services | 1.14% | 11,000 | +11,000 | +100.00% | $4,678,740 |
| WEIBO CORP | WB | Communication Services | 1.13% | 530,000 | +530,000 | +100.00% | $4,637,500 |
| VEEVA SYS INC | VEEV | Healthcare | 1.07% | 25,000 | +25,000 | +100.00% | $4,391,500 |
| NETEASE COM INC | NTES | Communication Services | 0.48% | 17,600 | +17,600 | +100.00% | $1,970,144 |
| BEONE MEDICINES LTD | BGNE | Healthcare | 0.43% | 6,020 | -1,711 | -22.13% | $1,787,759 |
| FULL TRUCK ALLIANCE CO LTD | YMM | Technology | 0.29% | 146,000 | +146,000 | +100.00% | $1,211,800 |
| ZTO EXPRESS CAYMAN INC | ZTO | Industrials | 0.28% | 46,000 | +46,000 | +100.00% | $1,157,820 |
| H WORLD GROUP LTD | HTHT | Consumer Cyclical | 0.28% | 23,000 | +23,000 | +100.00% | $1,156,670 |
| JD.COM INC | JD | Consumer Cyclical | 0.27% | 38,000 | +38,000 | +100.00% | $1,123,660 |
| BAIDU INC | BIDU | Communication Services | 0.24% | 9,000 | -3,500 | -28.00% | $1,002,780 |
| YUM CHINA HLDGS INC | YUMC | Consumer Cyclical | 0.24% | 20,000 | +20,000 | +100.00% | $975,600 |
| NIO INC | NIO | Consumer Cyclical | 0.12% | 79,000 | +79,000 | +100.00% | $476,370 |
| NEW ORIENTAL ED & TECHNOLOGY | EDU | Consumer Defensive | 0.06% | 4,074 | +4,074 | +100.00% | $230,711 |
| COYA THERAPEUTICS INC | COYA | Healthcare | 0.04% | 38,766 | - | - | $152,738 |