Long Corridor Asset Management Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$411.3M
Q ending 2026-03-31
Prior quarter
$1.54B
Q ending 2025-12-31
Change
-73.4% QoQ · +201.1% YoY
Positions
38
reported holdings
Largest positions
All 38 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet Inc | GOOGL | Shares | $41.4M | 144K |
| Amazon Com Inc | AMZN | Shares | $35.2M | 169K |
| Meta Platforms Inc | META | Shares | $30.3M | 53K |
| American Express Co | AXP | Shares | $29.6M | 98K |
| Microsoft Corp | MSFT | Shares | $27.8M | 75K |
| Strategy Inc | MSTR 0 03/01/30 | Principal | $26.3M | 30.0M |
| Uber Technologies Inc | UBER | Shares | $19.3M | 268K |
| Iqiyi Inc | IQ 4.625 03/15/30 | Principal | $18.8M | 20.7M |
| Strategy Inc | MSTR 2.25 06/15/32 | Principal | $15.4M | 15.0M |
| Mara Holdings Inc | MARA 0 06/01/31 | Principal | $14.7M | 16.0M |
| Adobe Inc | ADBE | Shares | $13.4M | 55K |
| Autohome Inc | ATHM | Shares | $12.5M | 718K |
| Pitney Bowes Inc | PBI | Shares | $12.4M | 1.1M |
| Natural Resource Partners Lp | NRP | Shares | $12.1M | 100K |
| Black Stone Minerals L P | BSM | Shares | $11.7M | 772K |
| Roblox Corp | RBLX | Shares | $11.1M | 197K |
| Moodys Corp | MCO | Shares | $8.7M | 20K |
| Hesai Group | HSAI | Shares | $8.5M | 445K |
| Bitmine Immersion Tecnologie | BMNR | Shares | $8.5M | 430K |
| Nio Inc | NIO 4.625 10/15/30 | Principal | $8.4M | 8.5M |
| Servicenow Inc | NOW | Shares | $8.4M | 80K |
| New York Times Co Mtn Be | NYT | Shares | $6.6M | 78K |
| S&P Global Inc | SPGI | Shares | $4.7M | 11K |
| Weibo Corp | WB | Shares | $4.6M | 530K |
| Forward Industries Inc | FWDI | Shares | $4.4M | 994K |
| Veeva Sys Inc | VEEV | Shares | $4.4M | 25K |
| Netease Com Inc | NTES | Shares | $2.0M | 18K |
| Beone Medicines Ltd | ONC | Shares | $1.8M | 6K |
| Full Truck Alliance Co Ltd | YMM | Shares | $1.2M | 146K |
| Zto Express Cayman Inc | ZTO | Shares | $1.2M | 46K |
| H World Group Ltd | HTHT | Shares | $1.2M | 23K |
| Jd.Com Inc | JD | Shares | $1.1M | 38K |
| Baidu Inc | BIDU | Shares | $1.0M | 9K |
| Yum China Hldgs Inc | YUMC | Shares | $976K | 20K |
| Joby Aviation Inc | JOBY 0.75 02/15/32 | Principal | $859K | 1.0M |
| Nio Inc | NIO | Shares | $476K | 79K |
| New Oriental Ed & Technology | EDU | Shares | $231K | 4K |
| Coya Therapeutics Inc | COYA | Shares | $153K | 39K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.