Long Corridor Asset Management Ltd 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Long Corridor Asset Management Ltd disclosed 18 US equity positions worth $136.6m in its Q1 2025 13F filing. The largest position was META at 13.9% of the reported book, followed by UBER and AXP. Against the Q4 2024 filing, it opened 9 new positions, added to 3 and reduced 3 among the top 18 holdings.
What did Long Corridor Asset Management Ltd own in Q1 2025? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | META META PLATFORMS INC | Communication Services | 13.9% | $19.0m | 33,000 | 0% | held |
| 2 | UBER UBER TECHNOLOGIES INC | Technology | 13.3% | $18.2m | 250,000 | – | new |
| 3 | AXP AMERICAN EXPRESS CO | Financial Services | 12.8% | $17.5m | 65,000 | 160% | added |
| 4 | GOOGL ALPHABET INC | Communication Services | 12.5% | $17.0m | 110,000 | 0% | held |
| 5 | INCY INCYTE CORP | Healthcare | 9.8% | $13.3m | 220,000 | -33% | reduced |
| 6 | ONC BEIGENE LTD | Healthcare | 7.4% | $10.1m | 37,000 | 101% | added |
| 7 | ATHM AUTOHOME INC | Communication Services | 6.6% | $9.0m | 323,083 | – | new |
| 8 | NIO INC | 4.1% | $5.6m | 8,000,000 | 60% | added | |
| 9 | SE SEA LTD | Consumer Cyclical | 3.8% | $5.2m | 40,000 | -20% | reduced |
| 10 | NYT NEW YORK TIMES CO | Communication Services | 3.3% | $4.5m | 90,000 | 0% | held |
| 11 | RBLX ROBLOX CORP | Communication Services | 3.2% | $4.4m | 75,000 | – | new |
| 12 | NTES NETEASE INC | Communication Services | 2.3% | $3.1m | 30,000 | -25% | reduced |
| 13 | NWSA NEWS CORP NEW | Communication Services | 1.8% | $2.4m | 88,393 | – | new |
| 14 | SWTXUSD SPRINGWORKS THERAPEUTICS INC | 1.6% | $2.2m | 50,000 | – | new | |
| 15 | ZTO ZTO EXPRESS CAYMAN INC | Industrials | 1.5% | $2.0m | 100,000 | – | new |
| 16 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 1.3% | $1.8m | 38,000 | – | new |
| 17 | MLCO MELCO RESORTS AND ENTMNT LTD | Consumer Cyclical | 0.5% | $717.7k | 136,194 | – | new |
| 18 | BILI BILIBILI INC | Communication Services | 0.5% | $697.5k | 36,500 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.