Institutional
Long Corridor Asset Management Ltd
CIK 0001845501
$411.3M
Reported AUM
38
Positions
Q1 2026
Period
2026-05-12
Filed
The Brief · Long Corridor Asset Management Ltd · Q1 2026
AI · grounded in 13F
Long Corridor Asset Management Ltd established a new position in MSFT valued at $27.76M. The fund also opened new stakes in STRATEGY INC [[stock:MSTR 0 03/01/30]] for $26.28M and IQIYI INC [[stock:IQ 4.625 03/15/30]] for $18.81M. On the sell side, the manager closed positions in CCL1EUR and FOX, reducing exposure by $7.64M and $5.8M respectively.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | $41.4M | 10.07% | — | HELD |
| 2 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $35.2M | 8.57% | +115,000 | +212.4% |
| 3 | META | META PLATFORMS INC | $593.00 | -5.51% | -14.74% | 67.74% | $30.3M | 7.37% | +7,700 | +17.0% |
| 4 | AXP | AMERICAN EXPRESS CO | $310.66 | -0.60% | 3.78% | 93.56% | $29.6M | 7.21% | +29,000 | +42.0% |
| 5 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $27.8M | 6.75% | +75,000 | NEW |
| 6 | MSTR 0 03/01/30 | STRATEGY INC | — | — | — | — | $26.3M | 6.39% | +30,000,000 | NEW |
| 7 | UBER | UBER TECHNOLOGIES INC | $70.71 | -2.08% | -17.39% | 62.70% | $19.3M | 4.69% | +45,100 | +20.2% |
| 8 | IQ 4.625 03/15/30 | IQIYI INC | — | — | — | — | $18.8M | 4.57% | +20,700,000 | NEW |
| 9 | MSTR 2.25 06/15/32 | STRATEGY INC | — | — | — | — | $15.4M | 3.74% | — | HELD |
| 10 | MARA 0 06/01/31 | MARA HOLDINGS INC | — | — | — | — | $14.7M | 3.58% | — | HELD |
| 11 | ADBE | ADOBE INC | $251.44 | -2.70% | -39.69% | -59.55% | $13.4M | 3.25% | +55,000 | NEW |
| 12 | ATHM | AUTOHOME INC | $16.53 | -5.81% | -36.03% | -57.77% | $12.5M | 3.03% | +583,615 | +434.2% |
| 13 | PBI | PITNEY BOWES INC | $16.87 | 0.06% | 65.23% | 157.04% | $12.4M | 3.01% | +1,120,000 | NEW |
| 14 | NRP | NATURAL RESOURCE PARTNERS LP | $105.75 | 0.23% | 11.30% | 565.45% | $12.1M | 2.94% | +100,000 | NEW |
| 15 | BSM | BLACK STONE MINERALS L P | $13.96 | 0.48% | 11.09% | 115.93% | $11.7M | 2.84% | +772,000 | NEW |
| 16 | RBLX | ROBLOX CORP | $41.82 | -3.53% | -56.35% | -45.67% | $11.1M | 2.71% | +29,200 | +17.4% |
| 17 | MCO | MOODYS CORP | $451.35 | 0.49% | -6.92% | 25.21% | $8.7M | 2.12% | +20,000 | NEW |
| 18 | HSAI | HESAI GROUP | $18.49 | -8.69% | -7.55% | 19.52% | $8.5M | 2.07% | +75,000 | +20.3% |
| 19 | BMNR | BITMINE IMMERSION TECNOLOGIE | $15.90 | -11.12% | 110.80% | -54.09% | $8.5M | 2.07% | +429,565 | NEW |
| 20 | NIO 4.625 10/15/30 | NIO INC | — | — | — | — | $8.4M | 2.05% | — | HELD |
| 21 | NOW | SERVICENOW INC | $112.45 | -5.79% | -45.42% | -4.36% | $8.4M | 2.03% | +80,000 | NEW |
| 22 | NYT | NEW YORK TIMES CO MTN BE | $76.88 | 2.17% | 39.36% | 84.89% | $6.6M | 1.59% | +37,000 | +89.6% |
| 23 | SPGI | S&P GLOBAL INC | $424.44 | 1.03% | -17.59% | 3.23% | $4.7M | 1.14% | +11,000 | NEW |
| 24 | WB | WEIBO CORP | $7.68 | -0.19% | -14.59% | -80.89% | $4.6M | 1.13% | +530,000 | NEW |
| 25 | FWDI | FORWARD INDUSTRIES INC | $3.69 | -7.05% | -43.92% | -85.92% | $4.4M | 1.07% | +994,164 | NEW |
| 26 | VEEV | VEEVA SYS INC | $172.61 | -3.35% | -39.51% | -48.12% | $4.4M | 1.07% | +25,000 | NEW |
| 27 | NTES | NETEASE COM INC | $119.48 | -2.65% | -3.64% | 30.22% | $2.0M | 0.48% | +17,600 | NEW |
| 28 | ONC | BEONE MEDICINES LTD | $271.77 | 0.62% | 5.57% | -14.68% | $1.8M | 0.43% | −1,711 | −22.1% |
| 29 | YMM | FULL TRUCK ALLIANCE CO LTD | $8.59 | -3.16% | -28.45% | -5.74% | $1.2M | 0.29% | +146,000 | NEW |
| 30 | ZTO | ZTO EXPRESS CAYMAN INC | $22.23 | -0.22% | 32.14% | -8.55% | $1.2M | 0.28% | +46,000 | NEW |
| 31 | HTHT | H WORLD GROUP LTD | $44.65 | -0.78% | — | — | $1.2M | 0.28% | +23,000 | NEW |
| 32 | JD | JD.COM INC | $28.88 | -1.06% | — | — | $1.1M | 0.27% | +38,000 | NEW |
| 33 | BIDU | BAIDU INC | $121.88 | 0.18% | — | — | $1.0M | 0.24% | −3,500 | −28.0% |
| 34 | YUMC | YUM CHINA HLDGS INC | $42.88 | -0.01% | — | — | $976K | 0.24% | +20,000 | NEW |
| 35 | JOBY 0.75 02/15/32 | JOBY AVIATION INC | — | — | — | — | $859K | 0.21% | +1,000,000 | NEW |
| 36 | NIO | NIO INC | $5.53 | 3.08% | — | — | $476K | 0.12% | +79,000 | NEW |
| 37 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $45.74 | -1.15% | — | — | $231K | 0.06% | +4,074 | NEW |
| 38 | COYA | COYA THERAPEUTICS INC | $4.42 | -9.24% | — | — | $153K | 0.04% | — | HELD |
| 39 | CCL1EUR | CARNIVAL CORP | — | — | — | — | — | — | −250,000 | EXITED |
| 40 | FOX | FOX CORP | $59.93 | 0.08% | — | — | — | — | −89,330 | EXITED |
| 41 | MNSO | MINISO GROUP HLDG LTD | $12.95 | -2.70% | — | — | — | — | −105,250 | EXITED |
| 42 | ZLAB | ZAI LAB LTD | $16.62 | -4.15% | — | — | — | — | −65,800 | EXITED |
| 43 | GDS | GDS HLDGS LTD | $33.89 | -0.32% | — | — | — | — | −17,425 | EXITED |
Source: SEC EDGAR · accession 0001845501-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.