# Long Corridor Asset Management Ltd

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1845501. Source: https://holderbook.com/funds/1845501-long-corridor-asset-management-ltd/

- Reported value: $331.5M
- Positions: 35
- Weight of the ten largest: 62.5%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $40.3M | 169,150 | 12.2% | 5 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $35.2M | 98,616 | 10.6% | 15 |
| QFIN HOLDINGS INC | - | $21.4M | 24,000,000 | 6.5% | 1 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $21.3M | 63,000 | 6.4% | 18 |
| IQIYI INC | - | $20.8M | 22,700,000 | 6.3% | 2 |
| GRAB HOLDINGS LIMITED | [GRAB](https://holderbook.com/stocks/GRAB/) | $17.6M | 4,681,160 | 5.3% | 1 |
| FINVOLUTION GROUP | - | $13.2M | 15,000,000 | 4.0% | 1 |
| AUTOHOME INC | [ATHM](https://holderbook.com/stocks/ATHM/) | $12.8M | 672,117 | 3.9% | 6 |
| BLACK STONE MINERALS L P | [BSM](https://holderbook.com/stocks/BSM/) | $12.3M | 880,000 | 3.7% | 2 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $12.2M | 30,000 | 3.7% | 2 |
| NATURAL RESOURCE PARTNERS LP | [NRP](https://holderbook.com/stocks/NRP/) | $11.6M | 120,000 | 3.5% | 2 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $11.3M | 30,000 | 3.4% | 1 |
| ROBLOX CORP | [RBLX](https://holderbook.com/stocks/RBLX/) | $11.2M | 206,800 | 3.4% | 6 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $10.0M | 49,000 | 3.0% | 2 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $9.1M | 20,000 | 2.7% | 2 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $8.7M | 15,000 | 2.6% | 1 |
| HESAI GROUP | [HSAI](https://holderbook.com/stocks/HSAI/) | $8.1M | 445,000 | 2.4% | 4 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $6.5M | 65,000 | 1.9% | 2 |
| ALPHABET INC | [GOOGN](https://holderbook.com/stocks/GOOGN/) | $5.6M | 110,000 | 1.7% | 1 |
| ALPHABET INC | - | $5.5M | 110,000 | 1.7% | 1 |
| NEW YORK TIMES CO MTN BE | [NYT](https://holderbook.com/stocks/NYT/) | $5.5M | 78,300 | 1.7% | 23 |
| FORWARD INDUSTRIES INC | [FWDI](https://holderbook.com/stocks/FWDI/) | $4.2M | 994,164 | 1.3% | 2 |
| WEIBO CORP | [WB](https://holderbook.com/stocks/WB/) | $3.6M | 500,000 | 1.1% | 2 |
| PHOTRONICS INC | [PLAB](https://holderbook.com/stocks/PLAB/) | $3.6M | 110,000 | 1.1% | 1 |
| VEEVA SYS INC | [VEEV](https://holderbook.com/stocks/VEEV/) | $3.5M | 20,000 | 1.1% | 2 |
| CELESTICA INC | [CLS](https://holderbook.com/stocks/CLS/) | $2.9M | 8,000 | 0.9% | 1 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $2.9M | 40,000 | 0.9% | 6 |
| SCHMID GROUP N.V. | [SHMD](https://holderbook.com/stocks/SHMD/) | $2.8M | 440,816 | 0.8% | 1 |
| TON STRATEGY CO | [TONX](https://holderbook.com/stocks/TONX/) | $2.6M | 1,027,206 | 0.8% | 1 |
| NAVITAS SEMICONDUCTOR CORP | [NVTS](https://holderbook.com/stocks/NVTS/) | $1.8M | 100,000 | 0.5% | 1 |
| ZTO EXPRESS CAYMAN INC | [ZTO](https://holderbook.com/stocks/ZTO/) | $1.0M | 46,000 | 0.3% | 2 |
| H WORLD GROUP LTD | [HTHT](https://holderbook.com/stocks/HTHT/) | $959.6K | 23,000 | 0.3% | 2 |
| YUM CHINA HLDGS INC | [YUMC](https://holderbook.com/stocks/YUMC/) | $817.4K | 20,000 | 0.2% | 2 |
| COYA THERAPEUTICS INC | [COYA](https://holderbook.com/stocks/COYA/) | $226.8K | 38,766 | 0.1% | 3 |
| IQIYI INC | [IQ](https://holderbook.com/stocks/IQ/) | $119.4K | 114,855 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +4.6% | +14.8% | -10.2% | 79% |
| Q4 2025 | -0.3% | +2.4% | -2.7% | 81% |
| Q3 2025 | +12.8% | +7.8% | +5.0% | 73% |
| Q2 2025 | +17.5% | +10.5% | +7.1% | 96% |
| Q1 2025 | +0.3% | -4.6% | +4.8% | 86% |
| Q4 2024 | +1.9% | +2.1% | -0.2% | 76% |
| Q3 2024 | +22.1% | +5.4% | +16.7% | 77% |
| Q2 2024 | +2.7% | +4.0% | -1.4% | 61% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $331.5M | 35 |
| Q1 2026 | $411.3M | 38 |
| Q4 2025 | $1.5B | 20 |
| Q3 2025 | $244.8M | 23 |
| Q2 2025 | $277.3M | 17 |
| Q1 2025 | $136.6M | 18 |
| Q4 2024 | $133.2M | 20 |
| Q3 2024 | $113.5M | 20 |
| Q2 2024 | $105.6M | 21 |
| Q1 2024 | $112.8M | 12 |
| Q4 2023 | $119.8M | 12 |
| Q3 2023 | $114.2M | 15 |