Long Corridor Asset Management Ltd

Name: Long Corridor Asset Management Ltd 13F holdings, Q1 2026
Creator: Long Corridor Asset Management Ltd
Published: 2026-05-12

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Long Corridor Asset Management Ltd reported 32 stock positions worth $326.8 million. Its top holding was Alphabet Class A (GOOGL) at 12.7% of the portfolio, followed by Amazon.com (AMZN, 10.8%) and Meta Platforms Class A (META, 9.3%). Compared with Q4 2025, it opened 20 new positions, sold out of 5, added to 8 and reduced 2. The biggest buy was a new position in Microsoft (MSFT) and the biggest sale an exit from Carnival (CCL).

Most Recent 13F: Q2 2026
Location: HONG KONG, K3
CIK: 0001845501
Portfolio Value: $326.8M (Q1 2026)
SEC Filing: 0001845501-26-000003 ↗ filed May 12, 2026

Holdings Value

Holdings 32 stocks · $326.8M


GOOGL Alphabet Inc. Class A	12.67%	144,000	$41.4M	No change
AMZN Amazon.com Inc.	10.78%	169,150	$35.2M	Add +212.4%
META Meta Platforms Inc. Class A	9.28%	53,000	$30.3M	Add +17.0%
AXP American Express Co.	9.07%	98,000	$29.6M	Add +42.0%
MSFT Microsoft Corp.	8.50%	75,000	$27.8M	New
UBER Uber Technologies Inc.	5.91%	268,300	$19.3M	Add +20.2%
ADBE Adobe Inc.	4.09%	55,000	$13.4M	New
ATHM Autohome Inc.-ADR	3.82%	718,038	$12.5M	Add +434.2%
PBI Pitney Bowes Inc.	3.79%	1,120,000	$12.4M	New
NRP Natural Resource Partners LP	3.70%	100,000	$12.1M	New
BSM Black Stone Minerals LP	3.57%	772,000	$11.7M	New
RBLX Roblox Corp. Class A	3.41%	196,800	$11.1M	Add +17.4%
MCO Moody's Corp.	2.67%	20,000	$8.7M	New
HSAI Hesai Group	2.60%	445,000	$8.5M	Add +20.3%
BMNR Bitmine Immersion Technologi	2.60%	429,565	$8.5M	New
NOW ServiceNow Inc.	2.56%	80,000	$8.4M	New
NYT New York Times Co. Class A	2.01%	78,300	$6.6M	Add +89.6%
SPGI S&P Global Inc.	1.43%	11,000	$4.7M	New
WB Weibo Corp.-Spon ADR	1.42%	530,000	$4.6M	New
FWDI Forward Industries Inc.	1.35%	994,164	$4.4M	New
VEEV Veeva Systems Inc. Class A	1.34%	25,000	$4.4M	New
NTES Netease Inc.-ADR	0.60%	17,600	$2.0M	New
ONC Beone Medicines Ltd.-ADR	0.55%	6,020	$1.8M	Reduce -22.1%
YMM Full Truck Alliance -SPN ADR	0.37%	146,000	$1.2M	New
ZTO Zto Express Cayman Inc.-ADR	0.35%	46,000	$1.2M	New
HTHT H World Group Ltd.-ADR	0.35%	23,000	$1.2M	New
JD Jd.com Inc.-ADR	0.34%	38,000	$1.1M	New
BIDU Baidu Inc. - Spon ADR	0.31%	9,000	$1.0M	Reduce -28.0%
YUMC Yum China Holdings Inc.	0.30%	20,000	$976K	New
NIO Nio Inc. - ADR	0.15%	79,000	$476K	New
EDU New Oriental Educatio-SP ADR	0.07%	4,074	$231K	New
COYA Coya Therapeutics Inc.	0.05%	38,766	$153K	No change

Other holdings (6): bonds, preferreds, convertibles and warrants · $84.5M (not counted above)

Security	Class	Shares / Principal	Value	Change
STRATEGY INC (MSTR 0 03/01/30)	NOTE 3/0 · principal	30,000,000	$26.3M	New
IQIYI INC (IQ 4.625 03/15/30)	NOTE 4.625% 3/1 · principal	20,700,000	$18.8M	New
STRATEGY INC (MSTR 2.25 06/15/32)	NOTE 2.250% 6/1 · principal	15,000,000	$15.4M	No change
MARA HOLDINGS INC (MARA 0 06/01/31)	NOTE 6/0 · principal	16,000,000	$14.7M	No change
NIO INC (NIO 4.625 10/15/30)	NOTE 4.625%10/1 · principal	8,500,000	$8.4M	No change
JOBY AVIATION INC (JOBY 0.75 02/15/32)	NOTE 0.750% 2/1 · principal	1,000,000	$859K	New

Total filed on the 13F, all lines: $411.3M.

Portfolio Sells Q4 2025 → Q1 2026


CCL Carnival Corp.	Sold out	0.00%	−4.23
FOX Fox Corp. Class B	Sold out	0.00%	−3.22
MNSO Miniso Group Holding Ltd.-ADR	Sold out	0.00%	−1.09
ONC Beone Medicines Ltd.-ADR	Reduce -22.1%	0.55%	−0.76
ZLAB Zai Lab Ltd.-ADR	Sold out	0.00%	−0.64
BIDU Baidu Inc. - Spon ADR	Reduce -28.0%	0.31%	−0.60
GDS GDS Holdings Ltd. - ADR	Sold out	0.00%	−0.34

Portfolio Buys Q4 2025 → Q1 2026


MSFT Microsoft Corp.	New	8.50%	+8.50
ADBE Adobe Inc.	New	4.09%	+4.09
AMZN Amazon.com Inc.	Add +212.4%	10.78%	+3.85
PBI Pitney Bowes Inc.	New	3.79%	+3.79
NRP Natural Resource Partners LP	New	3.70%	+3.70
BSM Black Stone Minerals LP	New	3.57%	+3.57
MCO Moody's Corp.	New	2.67%	+2.67
BMNR Bitmine Immersion Technologi	New	2.60%	+2.60
NOW ServiceNow Inc.	New	2.56%	+2.56
ATHM Autohome Inc.-ADR	Add +434.2%	3.82%	+2.16
SPGI S&P Global Inc.	New	1.43%	+1.43
WB Weibo Corp.-Spon ADR	New	1.42%	+1.42
FWDI Forward Industries Inc.	New	1.35%	+1.35
VEEV Veeva Systems Inc. Class A	New	1.34%	+1.34
NTES Netease Inc.-ADR	New	0.60%	+0.60
NYT New York Times Co. Class A	Add +89.6%	2.01%	+0.42
YMM Full Truck Alliance -SPN ADR	New	0.37%	+0.37
ZTO Zto Express Cayman Inc.-ADR	New	0.35%	+0.35
HTHT H World Group Ltd.-ADR	New	0.35%	+0.35
JD Jd.com Inc.-ADR	New	0.34%	+0.34
YUMC Yum China Holdings Inc.	New	0.30%	+0.30
NIO Nio Inc. - ADR	New	0.15%	+0.15
EDU New Oriental Educatio-SP ADR	New	0.07%	+0.07
HSAI Hesai Group	Add +20.3%	2.60%	−1.99
RBLX Roblox Corp. Class A	Add +17.4%	3.41%	−4.12
UBER Uber Technologies Inc.	Add +20.2%	5.91%	−4.21
AXP American Express Co.	Add +42.0%	9.07%	−5.08
META Meta Platforms Inc. Class A	Add +17.0%	9.28%	−7.30

Notes & Other Activity Q4 2025 → Q1 2026


STRATEGY INC (MSTR 0 03/01/30)	NOTE 3/0 · principal	New	30,000,000	$26.3M
IQIYI INC (IQ 4.625 03/15/30)	NOTE 4.625% 3/1 · principal	New	20,700,000	$18.8M
JOBY AVIATION INC (JOBY 0.75 02/15/32)	NOTE 0.750% 2/1 · principal	New	1,000,000	$859K

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