Long Corridor Asset Management Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Long Corridor Asset Management Ltd reported 30 stock positions worth $265.0 million. Its top holding was Amazon.com (AMZN) at 15.2% of the portfolio, followed by Alphabet Class A (GOOGL, 13.3%) and American Express (AXP, 8.0%). Compared with Q1 2026, it opened 9 new positions, sold out of 11, added to 4 and reduced 8. The biggest buy was a new position in Grab Class A (GRAB) and the biggest sale an exit from Meta Platforms Class A (META).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001845501
- Portfolio Value
- $265.0M (Q2 2026)
- SEC Filing
- 0001845501-26-000004 ↗ filed Aug 12, 2026
Holdings Value
Holdings 30 stocks · $265.0M
| AMZN Amazon.com Inc. | 15.21% | 169,150 | $40.3M | No change |
| GOOGL Alphabet Inc. Class A | 13.30% | 98,616 | $35.2M | Reduce -31.5% |
| AXP American Express Co. | 8.04% | 63,000 | $21.3M | Reduce -35.7% |
| GRAB Grab Holdings Ltd. Class A | 6.66% | 4,681,160 | $17.6M | New |
| ATHM Autohome Inc.-ADR | 4.83% | 672,117 | $12.8M | Reduce -6.4% |
| BSM Black Stone Minerals LP | 4.64% | 880,000 | $12.3M | Add +14.0% |
| SPGI S&P Global Inc. | 4.61% | 30,000 | $12.2M | Add +172.7% |
| NRP Natural Resource Partners LP | 4.39% | 120,000 | $11.6M | Add +20.0% |
| AVGO Broadcom Inc. | 4.28% | 30,000 | $11.3M | New |
| RBLX Roblox Corp. Class A | 4.24% | 206,800 | $11.2M | Add +5.1% |
| ADBE Adobe Inc. | 3.79% | 49,000 | $10.0M | Reduce -10.9% |
| MCO Moody's Corp. | 3.42% | 20,000 | $9.1M | No change |
| AMD Advanced Micro Devices | 3.29% | 15,000 | $8.7M | New |
| HSAI Hesai Group | 3.06% | 445,000 | $8.1M | No change |
| NOW ServiceNow Inc. | 2.44% | 65,000 | $6.5M | Reduce -18.8% |
| NYT New York Times Co. Class A | 2.07% | 78,300 | $5.5M | No change |
| FWDI Forward Industries Inc. | 1.58% | 994,164 | $4.2M | No change |
| WB Weibo Corp.-Spon ADR | 1.37% | 500,000 | $3.6M | Reduce -5.7% |
| PLAB Photronics Inc. | 1.35% | 110,000 | $3.6M | New |
| VEEV Veeva Systems Inc. Class A | 1.34% | 20,000 | $3.5M | Reduce -20.0% |
| CLS Celestica Inc. | 1.10% | 8,000 | $2.9M | New |
| UBER Uber Technologies Inc. | 1.09% | 40,000 | $2.9M | Reduce -85.1% |
| SHMD Schmid Group NV | 1.04% | 440,816 | $2.8M | New |
| TONX Ton Strategy Co. | 0.99% | 1,027,206 | $2.6M | New |
| NVTS Navitas Semiconductor Corp. | 0.68% | 100,000 | $1.8M | New |
| ZTO Zto Express Cayman Inc.-ADR | 0.39% | 46,000 | $1.0M | No change |
| HTHT H World Group Ltd.-ADR | 0.36% | 23,000 | $960K | No change |
| YUMC Yum China Holdings Inc. | 0.31% | 20,000 | $817K | No change |
| COYA Coya Therapeutics Inc. | 0.09% | 38,766 | $227K | No change |
| IQ Iqiyi Inc.-ADR | 0.05% | 114,855 | $119K | New |
Other holdings (5): bonds, preferreds, convertibles and warrants · $66.5M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| QFIN HOLDINGS INC | NOTE 0.500% 4/0 · principal | 24,000,000 | $21.4M | New |
| IQIYI INC (IQ 4.625 03/15/30) | NOTE 4.625% 3/1 · principal | 22,700,000 | $20.8M | Add +9.7% |
| FINVOLUTION GROUP | NOTE 2.500% 7/0 · principal | 15,000,000 | $13.2M | New |
| ALPHABET INC (GOOGL 6.25 05/15/29 A) | DEP SHS RP1/20 A | 110,000 | $5.6M | New |
| ALPHABET INC (GOOGL 6.25 05/15/29 B) | DEP SHS RP1/20 B | 110,000 | $5.5M | New |
Total filed on the 13F, all lines: $331.5M.
Portfolio Sells Q1 2026 → Q2 2026
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −9.28 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −8.50 |
| UBER Uber Technologies Inc. | Reduce -85.1% | 1.09% | −4.82 |
| PBI Pitney Bowes Inc. | Sold out | 0.00% | −3.79 |
| BMNR Bitmine Immersion Technologi | Sold out | 0.00% | −2.60 |
| AXP American Express Co. | Reduce -35.7% | 8.04% | −1.03 |
| NTES Netease Inc.-ADR | Sold out | 0.00% | −0.60 |
| ONC Beone Medicines Ltd.-ADR | Sold out | 0.00% | −0.55 |
| YMM Full Truck Alliance -SPN ADR | Sold out | 0.00% | −0.37 |
| JD Jd.com Inc.-ADR | Sold out | 0.00% | −0.34 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.31 |
| ADBE Adobe Inc. | Reduce -10.9% | 3.79% | −0.30 |
| NIO Nio Inc. - ADR | Sold out | 0.00% | −0.15 |
| NOW ServiceNow Inc. | Reduce -18.8% | 2.44% | −0.12 |
| EDU New Oriental Educatio-SP ADR | Sold out | 0.00% | −0.07 |
| WB Weibo Corp.-Spon ADR | Reduce -5.7% | 1.37% | −0.05 |
| VEEV Veeva Systems Inc. Class A | Reduce -20.0% | 1.34% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -31.5% | 13.30% | +0.63 |
| ATHM Autohome Inc.-ADR | Reduce -6.4% | 4.83% | +1.01 |
Portfolio Buys Q1 2026 → Q2 2026
| GRAB Grab Holdings Ltd. Class A | New | 6.66% | +6.66 |
| AVGO Broadcom Inc. | New | 4.28% | +4.28 |
| AMD Advanced Micro Devices | New | 3.29% | +3.29 |
| SPGI S&P Global Inc. | Add +172.7% | 4.61% | +3.18 |
| PLAB Photronics Inc. | New | 1.35% | +1.35 |
| CLS Celestica Inc. | New | 1.10% | +1.10 |
| BSM Black Stone Minerals LP | Add +14.0% | 4.64% | +1.07 |
| SHMD Schmid Group NV | New | 1.04% | +1.04 |
| TONX Ton Strategy Co. | New | 0.99% | +0.99 |
| RBLX Roblox Corp. Class A | Add +5.1% | 4.24% | +0.84 |
| NRP Natural Resource Partners LP | Add +20.0% | 4.39% | +0.69 |
| NVTS Navitas Semiconductor Corp. | New | 0.68% | +0.68 |
| IQ Iqiyi Inc.-ADR | New | 0.05% | +0.05 |
Notes & Other Activity Q1 2026 → Q2 2026
| STRATEGY INC (MSTR 0 03/01/30) | NOTE 3/0 · principal | Sold out | 30,000,000 | $26.3Mbefore exit |
| QFIN HOLDINGS INC | NOTE 0.500% 4/0 · principal | New | 24,000,000 | $21.4M |
| IQIYI INC (IQ 4.625 03/15/30) | NOTE 4.625% 3/1 · principal | Add +9.7% | 22,700,000 | $20.8M |
| STRATEGY INC (MSTR 2.25 06/15/32) | NOTE 2.250% 6/1 · principal | Sold out | 15,000,000 | $15.4Mbefore exit |
| MARA HOLDINGS INC (MARA 0 06/01/31) | NOTE 6/0 · principal | Sold out | 16,000,000 | $14.7Mbefore exit |
| FINVOLUTION GROUP | NOTE 2.500% 7/0 · principal | New | 15,000,000 | $13.2M |
| NIO INC (NIO 4.625 10/15/30) | NOTE 4.625%10/1 · principal | Sold out | 8,500,000 | $8.4Mbefore exit |
| ALPHABET INC (GOOGL 6.25 05/15/29 A) | DEP SHS RP1/20 A | New | 110,000 | $5.6M |
| ALPHABET INC (GOOGL 6.25 05/15/29 B) | DEP SHS RP1/20 B | New | 110,000 | $5.5M |
| JOBY AVIATION INC (JOBY 0.75 02/15/32) | NOTE 0.750% 2/1 · principal | Sold out | 1,000,000 | $859Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 30 | $265.0M | AMZN, GOOGL, AXP, GRAB, ATHM |
| Q1 2026 | 32 | $326.8M | GOOGL, AMZN, META, AXP, MSFT |
| Q4 2025 | 17 | $180.3M | GOOGL, META, AXP, UBER, RBLX |
| Q3 2025 | 20 | $197.9M | GOOGL, META, AXP, UBER, RBLX |
| Q2 2025 | 14 | $202.9M | META, UBER, AXP, GOOGL, INCY |
| Q1 2025 | 17 | $131.1M | META, UBER, AXP, GOOGL, INCY |
| Q4 2024 | 18 | $114.9M | INCY, GOOGL, META, BABA, AXP |
| Q3 2024 | 18 | $88.8M | META, GOOGL, WB, BABA, AXP |
| Q2 2024 | 19 | $81.4M | META, GOOGL, WB, ONC, BABA |
| Q1 2024 | 10 | $68.7M | META, WB, GOOGL, BABA, AXP |