Long Corridor Asset Management Ltd 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Long Corridor Asset Management Ltd disclosed 20 US equity positions worth $1.5bn in its Q4 2025 13F filing. The largest position was MARA at 86.8% of the reported book, followed by GOOGL and META. Against the Q3 2025 filing, it opened 3 new positions, added to 5 and reduced 7 among the top 20 holdings.
What did Long Corridor Asset Management Ltd own in Q4 2025? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MARA MARA HOLDINGS INC | 86.8% | $1.3bn | 16,000,000 | – | new | |
| 2 | GOOGL ALPHABET INC | Communication Services | 2.9% | $45.1m | 144,000 | -13% | reduced |
| 3 | META META PLATFORMS INC | Communication Services | 1.9% | $29.9m | 45,300 | 7% | added |
| 4 | AXP AMERICAN EXPRESS CO | Financial Services | 1.7% | $25.5m | 69,000 | -21% | reduced |
| 5 | UBER UBER TECHNOLOGIES INC | Technology | 1.2% | $18.2m | 223,200 | 33% | added |
| 6 | STRATEGY INC | 1.1% | $16.7m | 15,000,000 | 900% | added | |
| 7 | RBLX ROBLOX CORP | Communication Services | 0.9% | $13.6m | 167,600 | 73% | added |
| 8 | AMZN AMAZON COM INC | Consumer Cyclical | 0.8% | $12.5m | 54,150 | -2% | reduced |
| 9 | HSAI HESAI GROUP | 0.5% | $8.3m | 370,000 | 270% | added | |
| 10 | CCL CARNIVAL CORP | Consumer Cyclical | 0.5% | $7.6m | 250,000 | 0% | held |
| 11 | NIO INC | 0.5% | $7.5m | 8,500,000 | 0% | held | |
| 12 | FOX FOX CORP | Communication Services | 0.4% | $5.8m | 89,330 | – | new |
| 13 | ATHM AUTOHOME INC | Communication Services | 0.2% | $3.0m | 134,423 | -68% | reduced |
| 14 | NYT NEW YORK TIMES CO | Communication Services | 0.2% | $2.9m | 41,300 | -74% | reduced |
| 15 | ONC BEONE MEDICINES LTD | Healthcare | 0.2% | $2.3m | 7,731 | -22% | reduced |
| 16 | MNSO MINISO GROUP HLDG LTD | Consumer Cyclical | 0.1% | $2.0m | 105,250 | 0% | held |
| 17 | BIDU BAIDU INC | Communication Services | 0.1% | $1.6m | 12,500 | 0% | held |
| 18 | ZLAB ZAI LAB LTD | Healthcare | 0.1% | $1.2m | 65,800 | 0% | held |
| 19 | GDS GDS HLDGS LTD | Technology | 0.0% | $608.1k | 17,425 | -79% | reduced |
| 20 | COYA COYA THERAPEUTICS INC | 0.0% | $224.8k | 38,766 | – | 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.