Long Corridor Asset Management LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Long Corridor Asset Management LTD disclosed 38 US equity positions worth $411.3m in its Q1 2026 13F filing. The largest position was GOOGL at 10.1% of the reported book, followed by AMZN and META.
What did Long Corridor Asset Management LTD own in Q1 2026? Top 38 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | Communication Services | 10.1% | $41.4m | 144,000 | – | |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 8.6% | $35.2m | 169,150 | – | |
| 3 | META META PLATFORMS INC | Communication Services | 7.4% | $30.3m | 53,000 | – | |
| 4 | AXP AMERICAN EXPRESS CO | Financial Services | 7.2% | $29.6m | 98,000 | – | |
| 5 | MSFT MICROSOFT CORP | Technology | 6.8% | $27.8m | 75,000 | – | |
| 6 | STRATEGY INC | 6.4% | $26.3m | 30,000,000 | – | ||
| 7 | UBER UBER TECHNOLOGIES INC | Technology | 4.7% | $19.3m | 268,300 | – | |
| 8 | IQIYI INC | 4.6% | $18.8m | 20,700,000 | – | ||
| 9 | STRATEGY INC | 3.7% | $15.4m | 15,000,000 | – | ||
| 10 | MARA MARA HOLDINGS INC | 3.6% | $14.7m | 16,000,000 | – | ||
| 11 | ADBE ADOBE INC | Technology | 3.3% | $13.4m | 55,000 | – | |
| 12 | ATHM AUTOHOME INC | Communication Services | 3.0% | $12.5m | 718,038 | – | |
| 13 | PBI PITNEY BOWES INC | Industrials | 3.0% | $12.4m | 1,120,000 | – | |
| 14 | NRP NATURAL RESOURCE PARTNERS LP | 2.9% | $12.1m | 100,000 | – | ||
| 15 | BSM BLACK STONE MINERALS L P | 2.8% | $11.7m | 772,000 | – | ||
| 16 | RBLX ROBLOX CORP | Communication Services | 2.7% | $11.1m | 196,800 | – | |
| 17 | MCO MOODYS CORP | Financial Services | 2.1% | $8.7m | 20,000 | – | |
| 18 | HSAI HESAI GROUP | 2.1% | $8.5m | 445,000 | – | ||
| 19 | BMNR BITMINE IMMERSION TECNOLOGIE | Financial Services | 2.1% | $8.5m | 429,565 | – | |
| 20 | NIO INC | 2.1% | $8.4m | 8,500,000 | – | ||
| 21 | NOW SERVICENOW INC | Technology | 2.0% | $8.4m | 80,000 | – | |
| 22 | NYT NEW YORK TIMES CO MTN BE | Communication Services | 1.6% | $6.6m | 78,300 | – | |
| 23 | SPGI S&P GLOBAL INC | Financial Services | 1.1% | $4.7m | 11,000 | – | |
| 24 | WB WEIBO CORP | Communication Services | 1.1% | $4.6m | 530,000 | – | |
| 25 | FWDI FORWARD INDUSTRIES INC | 1.1% | $4.4m | 994,164 | – | ||
| 26 | VEEV VEEVA SYS INC | Healthcare | 1.1% | $4.4m | 25,000 | – | |
| 27 | NTES NETEASE COM INC | Communication Services | 0.5% | $2.0m | 17,600 | – | |
| 28 | ONC BEONE MEDICINES LTD | Healthcare | 0.4% | $1.8m | 6,020 | – | |
| 29 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 0.3% | $1.2m | 146,000 | – | |
| 30 | ZTO ZTO EXPRESS CAYMAN INC | Industrials | 0.3% | $1.2m | 46,000 | – | |
| 31 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 0.3% | $1.2m | 23,000 | – | |
| 32 | JD JD.COM INC | Consumer Cyclical | 0.3% | $1.1m | 38,000 | – | |
| 33 | BIDU BAIDU INC | Communication Services | 0.2% | $1.0m | 9,000 | – | |
| 34 | YUMC YUM CHINA HLDGS INC | Consumer Cyclical | 0.2% | $975.6k | 20,000 | – | |
| 35 | JOBY JOBY AVIATION INC | 0.2% | $859.4k | 1,000,000 | – | ||
| 36 | NIO NIO INC | Consumer Cyclical | 0.1% | $476.4k | 79,000 | – | |
| 37 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 0.1% | $230.7k | 4,074 | – | |
| 38 | COYA COYA THERAPEUTICS INC | 0.0% | $152.7k | 38,766 | – |
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.