Long Corridor Asset Management Ltd 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Long Corridor Asset Management Ltd disclosed 23 US equity positions worth $244.8m in its Q3 2025 13F filing. The largest position was GOOGL at 16.4% of the reported book, followed by META and AXP. Against the Q2 2025 filing, it opened 8 new positions, added to 3 and reduced 10 among the top 23 holdings.
What did Long Corridor Asset Management Ltd own in Q3 2025? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | Communication Services | 16.4% | $40.1m | 165,000 | 15% | added |
| 2 | META META PLATFORMS INC | Communication Services | 12.7% | $31.1m | 42,300 | 0% | held |
| 3 | AXP AMERICAN EXPRESS CO | Financial Services | 11.8% | $28.9m | 87,000 | 0% | held |
| 4 | STRATEGY INC | 10.9% | $26.8m | 1,500,000 | -94% | reduced | |
| 5 | UBER UBER TECHNOLOGIES INC | Technology | 6.7% | $16.4m | 167,200 | -48% | reduced |
| 6 | RBLX ROBLOX CORP | Communication Services | 5.5% | $13.4m | 96,800 | -21% | reduced |
| 7 | AMZN AMAZON COM INC | Consumer Cyclical | 4.9% | $12.1m | 55,000 | 83% | added |
| 8 | ATHM AUTOHOME INC | Communication Services | 4.9% | $12.0m | 420,359 | -25% | reduced |
| 9 | NIO INC | 4.6% | $11.2m | 10,500,000 | -49% | reduced | |
| 10 | NYT NEW YORK TIMES CO | Communication Services | 3.7% | $9.0m | 157,500 | 15% | added |
| 11 | NIO INC | 3.6% | $8.9m | 8,500,000 | -11% | reduced | |
| 12 | CCL CARNIVAL CORP | Consumer Cyclical | 3.0% | $7.2m | 250,000 | -29% | reduced |
| 13 | INCY INCYTE CORP | Healthcare | 1.7% | $4.2m | 50,000 | -77% | reduced |
| 14 | ARM ARM HOLDINGS PLC | Technology | 1.7% | $4.1m | 28,800 | – | new |
| 15 | ONC BEONE MEDICINES LTD | Healthcare | 1.4% | $3.4m | 9,900 | -79% | reduced |
| 16 | GDS GDS HLDGS LTD | Technology | 1.3% | $3.3m | 84,895 | – | new |
| 17 | HSAI HESAI GROUP | 1.1% | $2.8m | 100,000 | – | new | |
| 18 | MNSO MINISO GROUP HLDG LTD | Consumer Cyclical | 1.0% | $2.4m | 105,250 | – | new |
| 19 | ZLAB ZAI LAB LTD | Healthcare | 0.9% | $2.2m | 65,800 | – | new |
| 20 | SBET SHARPLINK GAMING INC | Financial Services | 0.8% | $1.9m | 110,000 | – | new |
| 21 | BIDU BAIDU INC | Communication Services | 0.7% | $1.6m | 12,500 | – | new |
| 22 | CHA CHAGEE HLDGS LTD | 0.4% | $1.1m | 66,300 | -47% | reduced | |
| 23 | TMUS T-MOBILE US INC | Communication Services | 0.3% | $646.3k | 2,700 | – | 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.