Long Corridor Asset Management Ltd reported 30 positions worth $264.98M for the quarter ended Jun 30, 2026, down 18.9% on the prior quarter. It opened 9 new positions, added to 4, trimmed 8 and exited 11. Its largest holding is Amazon Com Inc at 15.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GRAB Grab Holdings Ltd | +4.68M | – | $17.65M | 6.66% |
| AVGO Broadcom Inc. | +30.0K | – | $11.33M | 4.28% |
| AMD Advanced Micro Devices Inc | +15.0K | – | $8.71M | 3.29% |
| SPGI S&P Global Inc. | +19.0K | +172.7% | $7.74M | 4.61% |
| PLAB Photronics Inc | +110.0K | – | $3.58M | 1.35% |
| CLS Celestica Inc | +8,000 | – | $2.92M | 1.1% |
| SHMD SCHMID Group N.V. | +440.8K | – | $2.76M | 1.04% |
| TONX TON Strategy Co | +1.03M | – | $2.62M | 0.989% |
| NRP Natural Resource Partners Lp | +20.0K | +20.0% | $1.94M | 4.39% |
| NVTS Navitas Semiconductor Corp | +100.0K | – | $1.79M | 0.676% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| META Meta Platforms, Inc. | -53.0K | -100.0% | $30.32M | Exited |
| MSFT Microsoft Corp | -75.0K | -100.0% | $27.76M | Exited |
| UBER Uber Technologies, Inc | -228.3K | -85.1% | $16.47M | 1.09% |
| GOOGL Alphabet Inc. | -45.4K | -31.5% | $16.22M | 13.3% |
| PBI Pitney Bowes Inc | -1.12M | -100.0% | $12.38M | Exited |
| AXP American Express Co | -35.0K | -35.7% | $11.84M | 8.04% |
| BMNR Bitmine Immersion Technologies, Inc. | -429.6K | -100.0% | $8.50M | Exited |
| NTES NetEase, Inc. | -17.6K | -100.0% | $1.97M | Exited |
| ONC BeOne Medicines Ltd. | -6,020 | -100.0% | $1.79M | Exited |
| NOW ServiceNow, Inc. | -15.0K | -18.8% | $1.49M | 2.44% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| GRAB Grab Holdings Ltd | +4.68M | $17.65M | 6.66% |
| AVGO Broadcom Inc. | +30.0K | $11.33M | 4.28% |
| AMD Advanced Micro Devices Inc | +15.0K | $8.71M | 3.29% |
| PLAB Photronics Inc | +110.0K | $3.58M | 1.35% |
| CLS Celestica Inc | +8,000 | $2.92M | 1.1% |
| SHMD SCHMID Group N.V. | +440.8K | $2.76M | 1.04% |
| TONX TON Strategy Co | +1.03M | $2.62M | 0.989% |
| NVTS Navitas Semiconductor Corp | +100.0K | $1.79M | 0.676% |
| IQ iQIYI, Inc. | +114.9K | $119.45K | 0.045% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| META Meta Platforms, Inc. | -53.0K | $30.32M | 9.28% |
| MSFT Microsoft Corp | -75.0K | $27.76M | 8.5% |
| PBI Pitney Bowes Inc | -1.12M | $12.38M | 3.79% |
| BMNR Bitmine Immersion Technologies, Inc. | -429.6K | $8.50M | 2.6% |
| NTES NetEase, Inc. | -17.6K | $1.97M | 0.603% |
| ONC BeOne Medicines Ltd. | -6,020 | $1.79M | 0.547% |
| YMM Full Truck Alliance Co. Ltd. | -146.0K | $1.21M | 0.371% |
| JD JD.com, Inc. | -38.0K | $1.12M | 0.344% |
| BIDU Baidu, Inc. | -9,000 | $1.00M | 0.307% |
| NIO NIO Inc. | -79.0K | $476.37K | 0.146% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN Amazon Com Inc | Consumer Discretionary | 169.2K | $40.32M | 15.21% | 0 | 0.0% | Unchanged | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 98.6K | $35.24M | 13.3% | -45.4K | -31.5% | Reduced | 0% |
| 3 | AXP American Express Co | Financial Services | 63.0K | $21.31M | 8.04% | -35.0K | -35.7% | Reduced | 0.01% |
| 4 | GRAB Grab Holdings Ltd | Technology | 4.68M | $17.65M | 6.66% | +4.68M | – | New | 0.11% |
| 5 | ATHM Autohome Inc. | Technology | 672.1K | $12.79M | 4.83% | -45.9K | -6.4% | Reduced | 0.58% |
| 6 | BSM Black Stone Minerals, L.P. | Energy | 880.0K | $12.29M | 4.64% | +108.0K | +14.0% | Added | 0.41% |
| 7 | SPGI S&P Global Inc. | Financial Services | 30.0K | $12.22M | 4.61% | +19.0K | +172.7% | Added | 0.01% |
| 8 | NRP Natural Resource Partners Lp | Energy | 120.0K | $11.64M | 4.39% | +20.0K | +20.0% | Added | 0.91% |
| 9 | AVGO Broadcom Inc. | Technology | 30.0K | $11.33M | 4.28% | +30.0K | – | New | 0% |
| 10 | RBLX Roblox Corp | Technology | 206.8K | $11.25M | 4.24% | +10.0K | +5.1% | Added | 0.03% |
| 11 | ADBE Adobe Inc. | Technology | 49.0K | $10.05M | 3.79% | -6,000 | -10.9% | Reduced | 0.01% |
| 12 | MCO Moodys Corp | Financial Services | 20.0K | $9.06M | 3.42% | 0 | 0.0% | Unchanged | 0.01% |
| 13 | AMD Advanced Micro Devices Inc | Technology | 15.0K | $8.71M | 3.29% | +15.0K | – | New | 0% |
| 14 | HSAI Hesai Group | Technology | 445.0K | $8.11M | 3.06% | 0 | 0.0% | Unchanged | 0.32% |
| 15 | NOW ServiceNow, Inc. | Technology | 65.0K | $6.45M | 2.44% | -15.0K | -18.8% | Reduced | 0.01% |
Tip. Select a row to see that position’s full history at Long Corridor Asset Management.
As of its Q2 2026 13F filing, Long Corridor Asset Management Ltd’s five largest positions were Amazon Com Inc (AMZN) at 15.2%, Alphabet Inc. (GOOGL) at 13.3%, American Express Co (AXP) at 8.0%, Grab Holdings Ltd (GRAB) at 6.7%, Autohome Inc. (ATHM) at 4.8% of the reported portfolio.
Long Corridor Asset Management Ltd reported a 13F portfolio worth $264.98M across 30 positions for Q2 2026. That is down 18.9% from the previous quarter.
Its largest purchases by value were Grab Holdings Ltd ($17.65M), Broadcom Inc. ($11.33M), Advanced Micro Devices Inc ($8.71M). It opened 9 new positions.
Its largest sales by value were Meta Platforms, Inc. ($30.32M), Microsoft Corp ($27.76M), Uber Technologies, Inc ($16.47M). It exited 11 positions entirely.
From the Form 13F-HR reports Long Corridor Asset Management Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.