Long Corridor Asset Management Ltd In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Long Corridor Asset Management Ltd reported 20 stock positions worth $197.9 million . Its top holding was Alphabet Class A (GOOGL) at 20.3% of the portfolio, followed by Meta Platforms Class A (META, 15.7% ) and American Express (AXP, 14.6% ). Compared with Q2 2025, it opened 8 new positions, sold out of 2, added to 3 and reduced 7. The biggest buy was Alphabet Class A (GOOGL, shares +15% ) and the biggest sale Uber Technologies (UBER, shares −48% ).
Location HONG KONG, K3
CIK 0001845501
Portfolio Value $197.9M (Q3 2025) Holdings 20 stocks · $197.9M 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 Q2 2025 GOOGL Alphabet Inc. Class A 165,000 $40.1M Add +14.6% META Meta Platforms Inc. Class A 42,300 $31.1M No change AXP American Express Co. 87,000 $28.9M No change UBER Uber Technologies Inc. 167,200 $16.4M Reduce -48.4% RBLX Roblox Corp. Class A 96,800 $13.4M Reduce -21.3% AMZN Amazon.com Inc. 55,000 $12.1M Add +83.3% ATHM Autohome Inc.-ADR 420,359 $12.0M Reduce -24.6% NYT New York Times Co. Class A 157,500 $9.0M Add +14.6% CCL Carnival Corp. 250,000 $7.2M Reduce -28.6% INCY Incyte Corp. 50,000 $4.2M Reduce -77.3% ARM Arm Holdings PLC-ADR 28,800 $4.1M New ONC Beone Medicines Ltd.-ADR 9,900 $3.4M Reduce -79.2% GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD 84,895 $3.3M New HSAI Hesai Group 100,000 $2.8M New MNSO Miniso Group Holding Ltd.-ADR 105,250 $2.4M New ZLAB Zai Lab Ltd.-ADR 65,800 $2.2M New SBET Sharplink Inc. 110,000 $1.9M New BIDU Baidu Inc. - Spon ADR 12,500 $1.6M New CHA Chagee Holdings Ltd.-ADR 66,300 $1.1M Reduce -47.0% TMUS T-Mobile US Inc. 2,700 $646K New
Other holdings (3): bonds, preferreds, convertibles and warrants · $46.9M (not counted above) Total filed on the 13F, all lines: $244.8M.
Portfolio Sells Q2 2025 → Q3 2025 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 Q2 2025 % Of Portfolio Change To Portfolio ▲ UBER Uber Technologies Inc. Reduce -48.4% 8.28% −6.62 INCY Incyte Corp. Reduce -77.3% 2.14% −5.24 ONC Beone Medicines Ltd.-ADR Reduce -79.2% 1.70% −3.96 SE Sea Ltd.-ADR Sold out 0.00% −2.37 CCL Carnival Corp. Reduce -28.6% 3.65% −1.20 NWSA News Corp. Class A Sold out 0.00% −1.13 CHA Chagee Holdings Ltd.-ADR Reduce -47.0% 0.55% −1.05 ATHM Autohome Inc.-ADR Reduce -24.6% 6.07% −1.02 RBLX Roblox Corp. Class A Reduce -21.3% 6.78% +0.40
Portfolio Buys Q2 2025 → Q3 2025 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 Q2 2025 % Of Portfolio Change To Portfolio ▼ GOOGL Alphabet Inc. Class A Add +14.6% 20.27% +7.76 AMZN Amazon.com Inc. Add +83.3% 6.10% +2.86 ARM Arm Holdings PLC-ADR New 2.06% +2.06 GDS GDS Holdings Ltd. - ADR New 1.66% +1.66 HSAI Hesai Group New 1.42% +1.42 MNSO Miniso Group Holding Ltd.-ADR New 1.20% +1.20 ZLAB Zai Lab Ltd.-ADR New 1.13% +1.13 SBET Sharplink Inc. New 0.95% +0.95 BIDU Baidu Inc. - Spon ADR New 0.83% +0.83 NYT New York Times Co. Class A Add +14.6% 4.57% +0.77 TMUS T-Mobile US Inc. New 0.33% +0.33
Notes & Other Activity Q2 2025 → Q3 2025 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