Long Corridor Asset Management LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Long Corridor Asset Management LTD disclosed 35 US equity positions worth $331.5m in its Q2 2026 13F filing. The largest position was AMZN at 12.2% of the reported book, followed by GOOGL and QFIN HOLDINGS INC. Against the Q1 2026 filing, it opened 13 new positions, added to 5 and reduced 8 among the top 35 holdings.
What did Long Corridor Asset Management LTD own in Q2 2026? Top 35 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 12.2% | $40.3m | 169,150 | 0% | held |
| 2 | GOOGL ALPHABET INC | Communication Services | 10.6% | $35.2m | 98,616 | -32% | reduced |
| 3 | QFIN HOLDINGS INC | 6.5% | $21.4m | 24,000,000 | – | new | |
| 4 | AXP AMERICAN EXPRESS CO | Financial Services | 6.4% | $21.3m | 63,000 | -36% | reduced |
| 5 | IQIYI INC | 6.3% | $20.8m | 22,700,000 | 10% | added | |
| 6 | GRAB HOLDINGS LIMITED | 5.3% | $17.6m | 4,681,160 | – | new | |
| 7 | FINVOLUTION GROUP | 4.0% | $13.2m | 15,000,000 | – | new | |
| 8 | ATHM AUTOHOME INC | Communication Services | 3.9% | $12.8m | 672,117 | -6% | reduced |
| 9 | BSM BLACK STONE MINERALS L P | 3.7% | $12.3m | 880,000 | 14% | added | |
| 10 | SPGI S&P GLOBAL INC | Financial Services | 3.7% | $12.2m | 30,000 | 173% | added |
| 11 | NRP NATURAL RESOURCE PARTNERS LP | 3.5% | $11.6m | 120,000 | 20% | added | |
| 12 | AVGO BROADCOM INC | Technology | 3.4% | $11.3m | 30,000 | – | new |
| 13 | RBLX ROBLOX CORP | Communication Services | 3.4% | $11.2m | 206,800 | 5% | added |
| 14 | ADBE ADOBE INC | Technology | 3.0% | $10.0m | 49,000 | -11% | reduced |
| 15 | MCO MOODYS CORP | Financial Services | 2.7% | $9.1m | 20,000 | 0% | held |
| 16 | AMD ADVANCED MICRO DEVICES INC | Technology | 2.6% | $8.7m | 15,000 | – | new |
| 17 | HSAI HESAI GROUP | 2.4% | $8.1m | 445,000 | 0% | held | |
| 18 | NOW SERVICENOW INC | Technology | 1.9% | $6.5m | 65,000 | -19% | reduced |
| 19 | ALPHABET INC | 1.7% | $5.6m | 110,000 | – | new | |
| 20 | GOOG ALPHABET INC | Communication Services | 1.7% | $5.5m | 110,000 | – | new |
| 21 | NYT NEW YORK TIMES CO MTN BE | Communication Services | 1.7% | $5.5m | 78,300 | 0% | held |
| 22 | FWDI FORWARD INDUSTRIES INC | 1.3% | $4.2m | 994,164 | 0% | held | |
| 23 | WB WEIBO CORP | Communication Services | 1.1% | $3.6m | 500,000 | -6% | reduced |
| 24 | PLAB PHOTRONICS INC | Technology | 1.1% | $3.6m | 110,000 | – | new |
| 25 | VEEV VEEVA SYS INC | Healthcare | 1.1% | $3.5m | 20,000 | -20% | reduced |
| 26 | CLS CELESTICA INC | Technology | 0.9% | $2.9m | 8,000 | – | new |
| 27 | UBER UBER TECHNOLOGIES INC | Technology | 0.9% | $2.9m | 40,000 | -85% | reduced |
| 28 | SCHMID GROUP N.V. | 0.8% | $2.8m | 440,816 | – | new | |
| 29 | TONX TON STRATEGY CO | 0.8% | $2.6m | 1,027,206 | – | new | |
| 30 | NVTS NAVITAS SEMICONDUCTOR CORP | Technology | 0.5% | $1.8m | 100,000 | – | new |
| 31 | ZTO ZTO EXPRESS CAYMAN INC | Industrials | 0.3% | $1.0m | 46,000 | 0% | held |
| 32 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 0.3% | $959.6k | 23,000 | 0% | held |
| 33 | YUMC YUM CHINA HLDGS INC | Consumer Cyclical | 0.2% | $817.4k | 20,000 | 0% | held |
| 34 | COYA COYA THERAPEUTICS INC | 0.1% | $226.8k | 38,766 | 0% | held | |
| 35 | IQ IQIYI INC | Communication Services | 0.0% | $119.4k | 114,855 | – | 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.