Long Corridor Asset Management Ltd 13F Holdings

CIK 0001845501 · HONG KONG, K3

As of Sep 30, 2025, Long Corridor Asset Management Ltd reported 23 positions worth $244.8M in its SEC Form 13F filing.

Top 23 holdings

SecurityTickerSectorSharesValue% of portfolio
ALPHABET INCGOOGLEquity165,000$40.1M16.39%
META PLATFORMS INCMETACommunication Services42,300$31.1M12.69%
AMERICAN EXPRESS COAXPFinancial Services87,000$28.9M11.80%
MICROSTRATEGY INC——1,500,000$26.8M10.95%
UBER TECHNOLOGIES INCUBERTechnology167,200 6.4M6.69%
ROBLOX CORPRBLXCommunication Services96,800 3.4M5.48%
AMAZON.COM INCAMZNEquity55,000 2.1M4.93%
AUTOHOME INCATHMCommunication Services420,359 2.0M4.90%
NIO INC——10,500,000 1.2M4.58%
NEW YORK TIMES CONYTConsumer Cyclical157,500$9.0M3.69%
NIO INC——8,500,000$8.9M3.65%
CARNIVAL CORPCCLIndustrials250,000$7.2M2.95%
INCYTE CORPINCYHealthcare50,000$4.2M1.73%
ARM HOLDINGS PLCARMTechnology28,800$4.1M1.66%
BEONE MEDICINES LTDONCHealthcare9,900$3.4M1.38%
GDS HOLDINGS LTDGDSTechnology84,895$3.3M1.34%
HESAI GROUPHSAIConsumer Cyclical100,000$2.8M1.15%
MINISO GROUP HOLDING LTDMNSOConsumer Cyclical105,250$2.4M0.97%
ZAI LAB LTDZLABHealthcare65,800$2.2M0.91%
SHARPLINK GAMING INCSBET—110,000 .9M0.76%
BAIDU INCBIDUCommunication Services12,500 .6M0.67%
CHAGEE HOLDINGS LTDCHAConsumer Cyclical66,300 .1M0.45%
T-MOBILE US INCTMUSCommunication Services2,700$646.3K0.26%