Investor
Long Corridor Asset Management Ltd
CIK 0001845501 · filed 2026-05-12 · SEC filing
13F book
$411.3M
Positions
38
23 new · 5 sold
Largest name
10.1%
Alphabet Inc
Est. mark
−$1.35B
Price effect on 15 names still held. Flow $213.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alphabet Inc | — | 144K | $41.4M | 10.1% | −$3.66M | Held |
| Amazon Com Inc | AMZN | 169.2K | $35.2M | 8.6% | −$1.22M | Added$22.7M |
| Meta Platforms, Inc. | META | 53K | $30.3M | 7.4% | −$3.98M | Added$420.8K |
| American Express Co | AXP | 98K | $29.6M | 7.2% | −$4.66M | Added$4.12M |
| Microsoft Corp | MSFT | 75K | $27.8M | 6.8% | — | New |
| Strategy Inc | — | 30M | $26.3M | 6.4% | — | New |
| Uber Technologies, Inc | UBER | 268.3K | $19.3M | 4.7% | −$2.18M | Added$1.06M |
| iQIYI, Inc. | IQ | 20.7M | $18.8M | 4.6% | — | New |
| Strategy Inc | — | 15M | $15.4M | 3.7% | −$1.29M | Held |
| MARA Holdings, Inc. | MARA | 16M | $14.7M | 3.6% | −$1.32B | Held |
| Adobe Inc. | ADBE | 55K | $13.4M | 3.3% | — | New |
| Autohome Inc. | ATHM | 718K | $12.5M | 3.0% | −$657.3K | Added$9.48M |
| Pitney Bowes Inc | — | 1.12M | $12.4M | 3.0% | — | New |
| Natural Resource Partners L | NRP | 100K | $12.1M | 2.9% | — | New |
| Black Stone Minerals, L.P. | BSM | 772K | $11.7M | 2.8% | — | New |
| Roblox Corp | RBLX | 196.8K | $11.1M | 2.7% | −$4.1M | Added−$2.45M |
| Moodys Corp | — | 20K | $8.72M | 2.1% | — | New |
| Hesai Group | — | 445K | $8.51M | 2.1% | −$1.21M | Added$220.4K |
| Bitmine Immersion Tecnologie | — | 429.6K | $8.5M | 2.1% | — | New |
| Nio Inc | — | 8.5M | $8.45M | 2.1% | $924.4K | Held |
| ServiceNow, Inc. | NOW | 80K | $8.36M | 2.0% | — | New |
| New York Times Co | NYT | 78.3K | $6.56M | 1.6% | $591K | Added$3.69M |
| S&P Global Inc. | SPGI | 11K | $4.68M | 1.1% | — | New |
| Weibo Corp | — | 530K | $4.64M | 1.1% | — | New |
| Forward Industries, Inc. | FWDI | 994.2K | $4.4M | 1.1% | — | New |
| Veeva Sys Inc | — | 25K | $4.39M | 1.1% | — | New |
| Netease Inc | — | 17.6K | $1.97M | 0.5% | — | New |
| Beone Medicines Ltd | — | 6.02K | $1.79M | 0.4% | −$41.2K | Cut−$561K |
| Full Truck Alliance Co. Ltd. | YMM | 146K | $1.21M | 0.3% | — | New |
| Zto Express Cayman Inc | — | 46K | $1.16M | 0.3% | — | New |
| H World Group Ltd | — | 23K | $1.16M | 0.3% | — | New |
| Jd.Com Inc | — | 38K | $1.12M | 0.3% | — | New |
| Baidu Inc | — | 9K | $1M | 0.2% | −$173.2K | Cut−$630.5K |
| Yum China Hldgs Inc | — | 20K | $975.6K | 0.2% | — | New |
| Joby Aviation Inc | — | 1M | $859.4K | 0.2% | — | New |
| Nio Inc | — | 79K | $476.4K | 0.1% | — | New |
| New Oriental Ed & Technology | — | 4.07K | $230.7K | 0.1% | — | New |
| Coya Therapeutics, Inc. | COYA | 38.8K | $152.7K | 0.0% | −$72.1K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.