Long Corridor Asset Management Ltd 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Long Corridor Asset Management Ltd disclosed 17 US equity positions worth $277.3m in its Q2 2025 13F filing. The largest position was MICROSTRATEGY INC at 19.4% of the reported book, followed by META and UBER. Against the Q1 2025 filing, it opened 5 new positions, added to 9 and reduced 2 among the top 17 holdings.
What did Long Corridor Asset Management Ltd own in Q2 2025? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MICROSTRATEGY INC | 19.4% | $53.8m | 25,000,000 | – | new | |
| 2 | META META PLATFORMS INC | Communication Services | 11.3% | $31.2m | 42,300 | 28% | added |
| 3 | UBER UBER TECHNOLOGIES INC | Technology | 10.9% | $30.2m | 324,000 | 30% | added |
| 4 | AXP AMERICAN EXPRESS CO | Financial Services | 10.0% | $27.8m | 87,000 | 34% | added |
| 5 | GOOGL ALPHABET INC | Communication Services | 9.2% | $25.4m | 144,000 | 31% | added |
| 6 | INCY INCYTE CORP | Healthcare | 5.4% | $15.0m | 220,000 | 0% | held |
| 7 | NIO INC | 5.3% | $14.6m | 20,500,000 | – | new | |
| 8 | ATHM AUTOHOME INC | Communication Services | 5.2% | $14.4m | 557,359 | 73% | added |
| 9 | RBLX ROBLOX CORP | Communication Services | 4.7% | $12.9m | 123,000 | 64% | added |
| 10 | ONC BEONE MEDICINES LTD | Healthcare | 4.1% | $11.5m | 47,500 | 28% | added |
| 11 | CCL CARNIVAL CORP | Consumer Cyclical | 3.5% | $9.8m | 350,000 | – | new |
| 12 | NYT NEW YORK TIMES CO | Communication Services | 2.8% | $7.7m | 137,500 | 53% | added |
| 13 | AMZN AMAZON COM INC | Consumer Cyclical | 2.4% | $6.6m | 30,000 | – | new |
| 14 | NIO INC | 2.2% | $6.0m | 9,500,000 | 19% | added | |
| 15 | SE SEA LTD | Consumer Cyclical | 1.7% | $4.8m | 30,000 | -25% | reduced |
| 16 | CHA CHAGEE HLDGS LTD | 1.2% | $3.3m | 125,000 | – | new | |
| 17 | NWSA NEWS CORP NEW | Communication Services | 0.8% | $2.3m | 77,401 | -12% | reduced |
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.