Long Corridor Asset Management Ltd

Long Corridor Asset Management Ltd reported 35 holdings worth US$331M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 12, 2026

Long Corridor Asset Management Ltd reported 35 holdings worth US$331M as of Jun 30, 2026. Largest: Amazon.com, Inc., Alphabet Inc (google) Class C and American Express Company. Filed Aug 12, 2026 (Form 13F).

Holdings
35
Value as reported
US$331M

The filing in full

CompanySharesValue as reported% of portfolio
Amazon.com, Inc.169KUS$40.3M12.2%
Alphabet Inc (google) Class C98,616US$35.2M10.6%
American Express Company63,000US$21.3M6.4%
Grab Holdings Limited4.68MUS$17.6M5.3%
Black Stone Minerals, L.p.880KUS$12.3M3.7%
S&p Global Inc.30,000US$12.2M3.7%
Natural Resource Partners Lp Limited Partnership120KUS$11.6M3.5%
Broadcom Inc.30,000US$11.3M3.4%
Roblox Corporation207KUS$11.2M3.4%
Adobe Inc.49,000US$10M3.0%
Moody's Corporation20,000US$9.06M2.7%
Advanced Micro Devices Inc15,000US$8.71M2.6%
Hesai Group Class B445KUS$8.11M2.4%
Servicenow, Inc.65,000US$6.45M1.9%
New York Times Company (the)78,300US$5.48M1.7%
Forward Industries, Inc.994KUS$4.2M1.3%
Weibo Corp Class A500KUS$3.63M1.1%
Photronics, Inc.110KUS$3.58M1.1%
Veeva Systems Inc.20,000US$3.55M1.1%
Celestica Inc.8,000US$2.92M0.88%
Uber Technologies, Inc.40,000US$2.89M0.87%
Ton Strategy Company1.03MUS$2.62M0.79%
Navitas Semiconductor Corporation100KUS$1.79M0.54%
Zto Express (cayman), Inc. Class A46,000US$1.03M0.31%
H World Group Limited23,000US$960K0.29%
Yum China Holdings, Inc.20,000US$817K0.25%
Coya Therapeutics, Inc.38,766US$227K0.07%
Microsoft Corp.0US$00.00%
Pitney Bowes Inc.0US$00.00%
Beone Medicines Ltd. Class A0US$00.00%
Bitmine Immersion Technologies, Inc.0US$00.00%
Meta Platforms, Inc.0US$00.00%

Source

View original at SEC

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