Funds › Long Corridor Asset Management Ltd
Long Corridor Asset Management Ltd
13F for Q3 2026, filed Nov 12, 2026. 29 positions worth $329.3M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AMZN Amazon.com, Inc. | 169,150 | $42.1M | 12.8% | Unchanged | 13F ↗ |
| 2 | GOOGL Alphabet Inc. Class A | 98,616 | $33.9M | 10.3% | Unchanged | 13F ↗ |
| 3 | AMD Advanced Micro Devices, Inc. | 37,000 | $22.6M | 6.9% | +147% | 13F ↗ |
| 4 | UBER Uber Technologies, Inc. | 300,500 | $20.6M | 6.3% | +651% | 13F ↗ |
| 5 | AXP American Express Company | 63,000 | $19.2M | 5.8% | Unchanged | 13F ↗ |
| 6 | NRP Natural Resource Partners LP Limited Partnership · Units | 120,000 | $13.0M | 4.0% | Unchanged | 13F ↗ |
| 7 | BSM Black Stone Minerals, L.P. · Units | 880,000 | $12.6M | 3.8% | Unchanged | 13F ↗ |
| 8 | SPGI S&P Global Inc. | 30,000 | $11.8M | 3.6% | Unchanged | 13F ↗ |
| 9 | ADBE Adobe Inc. | 49,000 | $11.8M | 3.6% | Unchanged | 13F ↗ |
| 10 | AVGO Broadcom Inc. | 30,000 | $10.5M | 3.2% | Unchanged | 13F ↗ |
| 11 | ATHM Autohome Inc. | 462,117 | $9.8M | 3.0% | -31.2% | 13F ↗ |
| 12 | ZCSH The Zcash ETF | 254,700 | $9.7M | 2.9% | New | 13F ↗ |
| 13 | MCO Moody's Corporation | 20,000 | $9.1M | 2.8% | Unchanged | 13F ↗ |
| 14 | RBLX Roblox Corporation | 206,800 | $8.8M | 2.7% | Unchanged | 13F ↗ |
| 15 | NOW ServiceNow, Inc. | 55,000 | $7.4M | 2.2% | -15.4% | 13F ↗ |
| 16 | HSAI Hesai Group · ADR | 380,000 | $6.1M | 1.8% | -14.6% | 13F ↗ |
| 17 | AMAT Applied Materials, Inc. | 11,000 | $5.6M | 1.7% | New | 13F ↗ |
| 18 | AMKR Amkor Technology, Inc. | 104,000 | $5.4M | 1.7% | New | 13F ↗ |
| 19 | Alphabet Inc Dep Shs RP1/20 A | 110,000 | $5.4M | 1.6% | Unchanged | 13F ↗ |
| 20 | Alphabet Inc Dep Shs RP1/20 B | 110,000 | $5.3M | 1.6% | Unchanged | 13F ↗ |
| 21 | NYT New York Times Company | 78,300 | $5.0M | 1.5% | Unchanged | 13F ↗ |
| 22 | PLAB Photronics, Inc. | 110,000 | $3.4M | 1.0% | Unchanged | 13F ↗ |
| 23 | WB Weibo Corporation · ADR | 500,000 | $3.2M | 1.0% | Unchanged | 13F ↗ |
| 24 | CLS Celestica, Inc. | 8,000 | $2.9M | 0.9% | Unchanged | 13F ↗ |
| 25 | BABA Alibaba Group Holding Limited · ADR | 15,000 | $1.6M | 0.5% | New | 13F ↗ |
| 26 | LRCX Lam Research Corporation | 4,800 | $1.6M | 0.5% | New | 13F ↗ |
| 27 | NVTS Navitas Semiconductor Corporation | 100,000 | $1.2M | 0.4% | Unchanged | 13F ↗ |
| 28 | ZTO ZTO Express (Cayman) Inc. · ADR | 16,000 | $310.7K | 0.1% | -65.2% | 13F ↗ |
| 29 | COYA Coya Therapeutics, Inc. | 38,766 | $194.2K | 0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
5 new, 2 added to, 4 trimmed, 8 exited, 18 unchanged. By estimated dollars.
New positions (5)
Added to (2)
Trimmed (4)
Exited (8)
| GRAB Grab Holdings Limited | 4.68M | Exited | -$17.6M |
| FWDI Forward Industries, Inc. | 994,164 | Exited | -$4.2M |
| VEEV Veeva Systems Inc. | 20,000 | Exited | -$3.5M |
| SHMD SCHMID Group N.V. | 440,816 | Exited | -$2.8M |
| TONX TON Strategy Company | 1.03M | Exited | -$2.6M |
| HTHT H World Group Limited · ADR | 23,000 | Exited | -$959.6K |
| YUMC Yum China Holdings, Inc. | 20,000 | Exited | -$817.4K |
| IQ iQIYI, Inc. · ADR | 114,855 | Exited | -$119.4K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 32 | $329.3M | Current | SEC ↗ |
| Q2 2026 | Aug 12, 2026 | 13F-HR | 35 | $331.5M | Current | SEC ↗ |
| Q1 2026 | May 12, 2026 | 13F-HR | 38 | $411.3M | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 20 | $1.5B | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 23 | $244.8M | Current | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | 13F-HR | 17 | $277.3M | Current | SEC ↗ |
| Q1 2025 | May 13, 2025 | 13F-HR | 18 | $136.6M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer