Long Corridor Asset Management Ltd In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Long Corridor Asset Management Ltd reported 19 stock positions worth $81.4 million . Its top holding was Meta Platforms Class A (META) at 20.5% of the portfolio, followed by Alphabet Class A (GOOGL, 17.9% ) and Weibo Corp.-Spon ADR (WB, 12.3% ). Compared with Q1 2024, it opened 10 new positions, sold out of 1, added to 1 and reduced 4. The biggest buy was Beone Medicines Ltd.-ADR (ONC, shares +424% ) and the biggest sale Weibo Corp.-Spon ADR (WB, shares −13% ).
Location HONG KONG, K3
CIK 0001845501
Portfolio Value $81.4M (Q2 2024) Holdings 19 stocks · $81.4M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2024 META Meta Platforms Inc. Class A 33,000 $16.6M Reduce -5.7% GOOGL Alphabet Inc. Class A 80,000 $14.6M No change WB Weibo Corp.-Spon ADR 1,301,825 $10.0M Reduce -13.2% ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD 52,623 $7.5M Add +423.8% BABA Alibaba Group Holding-SP ADR 100,000 $7.2M Reduce -18.1% AXP American Express Co. 25,000 $5.8M Reduce -16.7% SE Sea Ltd.-ADR 60,000 $4.3M No change CWEN.A Clearway Energy Inc. Class A 102,874 $2.3M New BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 151,295 $2.1M New JD Jd.com Inc.-ADR 79,050 $2.0M New UAA Under Armour Inc. Class A 301,614 $2.0M New UHAL.B U-Haul Holding Co.-Non Voting 33,280 $2.0M New MNSO Miniso Group Holding Ltd.-ADR 85,617 $1.6M New NYT New York Times Co. Class A 30,000 $1.5M No change HCM Hutchmed China-ADR 49,049 $840K New YMM Full Truck Alliance -SPN ADR 50,000 $402K New OMGAQ Omega Therapeutics Inc. 85,000 $176K New GLUE Monte Rosa Therapeutics Inc. 40,000 $150K No change KC Kingsoft Cloud Holdings-ADR 45,530 $114K New
Other holdings (2): bonds, preferreds, convertibles and warrants · $24.2M (not counted above) Total filed on the 13F, all lines: $105.6M.
Portfolio Sells Q1 2024 → Q2 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▲ WB Weibo Corp.-Spon ADR Reduce -13.2% 12.29% −7.57 NTES Netease Inc.-ADR Sold out 0.00% −5.73 META Meta Platforms Inc. Class A Reduce -5.7% 20.45% −4.30 BABA Alibaba Group Holding-SP ADR Reduce -18.1% 8.85% −4.02 AXP American Express Co. Reduce -16.7% 7.11% −2.83
Portfolio Buys Q1 2024 → Q2 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▼ ONC Beone Medicines Ltd.-ADR Add +423.8% 9.23% +6.94 CWEN.A Clearway Energy Inc. Class A New 2.87% +2.87 BEKE Ke Holdings Inc.-ADR New 2.63% +2.63 JD Jd.com Inc.-ADR New 2.51% +2.51 UAA Under Armour Inc. Class A New 2.47% +2.47 UHAL.B U-Haul Holding Co.-Non Voting New 2.45% +2.45 MNSO Miniso Group Holding Ltd.-ADR New 2.01% +2.01 HCM Hutchmed China-ADR New 1.03% +1.03 YMM Full Truck Alliance -SPN ADR New 0.49% +0.49 OMGAQ Omega Therapeutics Inc. New 0.22% +0.22 KC Kingsoft Cloud Holdings-ADR New 0.14% +0.14
Notes & Other Activity Q1 2024 → Q2 2024 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