Long Corridor Asset Management LTD: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1845501) · Explore on the interactive board
Long Corridor Asset Management LTD disclosed 35 US equity positions worth $331.5m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 12, 2026). Its largest position is AMZN at 12.2% of the reported book, followed by GOOGL, QFIN HOLDINGS INC. The top ten holdings are 62.5% of the book, and the portfolio behaves like about 18 equal-weight positions. Versus the prior filing it opened 13 new positions, added to 5, reduced 8 and exited 16. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Long Corridor Asset Management LTD own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 13 new, 5 added, 8 reduced, 16 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 12.2% | $40.3m | 169,150 | 0% | held |
| 2 | GOOGL ALPHABET INC | Communication Services | 10.6% | $35.2m | 98,616 | -32% | reduced |
| 3 | QFIN HOLDINGS INC | 6.5% | $21.4m | 24,000,000 | – | new | |
| 4 | AXP AMERICAN EXPRESS CO | Financial Services | 6.4% | $21.3m | 63,000 | -36% | reduced |
| 5 | IQIYI INC | 6.3% | $20.8m | 22,700,000 | 10% | added | |
| 6 | GRAB HOLDINGS LIMITED | 5.3% | $17.6m | 4,681,160 | – | new | |
| 7 | FINVOLUTION GROUP | 4.0% | $13.2m | 15,000,000 | – | new | |
| 8 | ATHM AUTOHOME INC | Communication Services | 3.9% | $12.8m | 672,117 | -6% | reduced |
| 9 | BSM BLACK STONE MINERALS L P | 3.7% | $12.3m | 880,000 | 14% | added | |
| 10 | SPGI S&P GLOBAL INC | Financial Services | 3.7% | $12.2m | 30,000 | 173% | added |
| 11 | NRP NATURAL RESOURCE PARTNERS LP | 3.5% | $11.6m | 120,000 | 20% | added | |
| 12 | AVGO BROADCOM INC | Technology | 3.4% | $11.3m | 30,000 | – | new |
| 13 | RBLX ROBLOX CORP | Communication Services | 3.4% | $11.2m | 206,800 | 5% | added |
| 14 | ADBE ADOBE INC | Technology | 3.0% | $10.0m | 49,000 | -11% | reduced |
| 15 | MCO MOODYS CORP | Financial Services | 2.7% | $9.1m | 20,000 | 0% | held |
| 16 | AMD ADVANCED MICRO DEVICES INC | Technology | 2.6% | $8.7m | 15,000 | – | new |
| 17 | HSAI HESAI GROUP | 2.4% | $8.1m | 445,000 | 0% | held | |
| 18 | NOW SERVICENOW INC | Technology | 1.9% | $6.5m | 65,000 | -19% | reduced |
| 19 | ALPHABET INC | 1.7% | $5.6m | 110,000 | – | new | |
| 20 | GOOG ALPHABET INC | Communication Services | 1.7% | $5.5m | 110,000 | – | new |
| 21 | NYT NEW YORK TIMES CO MTN BE | Communication Services | 1.7% | $5.5m | 78,300 | 0% | held |
| 22 | FWDI FORWARD INDUSTRIES INC | 1.3% | $4.2m | 994,164 | 0% | held | |
| 23 | WB WEIBO CORP | Communication Services | 1.1% | $3.6m | 500,000 | -6% | reduced |
| 24 | PLAB PHOTRONICS INC | Technology | 1.1% | $3.6m | 110,000 | – | new |
| 25 | VEEV VEEVA SYS INC | Healthcare | 1.1% | $3.5m | 20,000 | -20% | reduced |
| 26 | CLS CELESTICA INC | Technology | 0.9% | $2.9m | 8,000 | – | new |
| 27 | UBER UBER TECHNOLOGIES INC | Technology | 0.9% | $2.9m | 40,000 | -85% | reduced |
| 28 | SCHMID GROUP N.V. | 0.8% | $2.8m | 440,816 | – | new | |
| 29 | TONX TON STRATEGY CO | 0.8% | $2.6m | 1,027,206 | – | new | |
| 30 | NVTS NAVITAS SEMICONDUCTOR CORP | Technology | 0.5% | $1.8m | 100,000 | – | new |
| 31 | ZTO ZTO EXPRESS CAYMAN INC | Industrials | 0.3% | $1.0m | 46,000 | 0% | held |
| 32 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 0.3% | $959.6k | 23,000 | 0% | held |
| 33 | YUMC YUM CHINA HLDGS INC | Consumer Cyclical | 0.2% | $817.4k | 20,000 | 0% | held |
| 34 | COYA COYA THERAPEUTICS INC | 0.1% | $226.8k | 38,766 | 0% | held | |
| 35 | IQ IQIYI INC | Communication Services | 0.0% | $119.4k | 114,855 | – | new |
What did Long Corridor Asset Management LTD sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| META META PLATFORMS INC | 19.9% | $30.3m |
| MSFT MICROSOFT CORP | 18.2% | $27.8m |
| STRATEGY INC | 17.2% | $26.3m |
| STRATEGY INC | 10.1% | $15.4m |
| MARA MARA HOLDINGS INC | 9.7% | $14.7m |
| PBI PITNEY BOWES INC | 8.1% | $12.4m |
| BMNR BITMINE IMMERSION TECNOLOGIE | 5.6% | $8.5m |
| NIO INC | 5.5% | $8.4m |
| NTES NETEASE COM INC | 1.3% | $2.0m |
| ONC BEONE MEDICINES LTD | 1.2% | $1.8m |
| YMM FULL TRUCK ALLIANCE CO LTD | 0.8% | $1.2m |
| JD JD.COM INC | 0.7% | $1.1m |
| BIDU BAIDU INC | 0.7% | $1.0m |
| JOBY JOBY AVIATION INC | 0.6% | $859.4k |
| NIO NIO INC | 0.3% | $476.4k |
| EDU NEW ORIENTAL ED & TECHNOLOGY | 0.2% | $230.7k |
Sector mix
| Sector | Weight |
|---|---|
| Communication Services | 22.3% |
| Technology | 14.4% |
| Financial Services | 12.8% |
| Consumer Cyclical | 12.7% |
| Healthcare | 1.1% |
| Industrials | 0.3% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Long Corridor Asset Management LTD's portfolio?
Across every quarter Long Corridor Asset Management LTD has filed, its median largest position is 11.1% of the book and its median top-ten weight is 62.7%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 16.0 completed holding spells, the median lasted 1.0 quarters; 35.0 positions are still open and their final length is unknown.