Q2 2026 13F · SEC CIK 1845501

Long Corridor Asset Management Ltd

Hedge fundFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $276.1M
Reported positions: 32
Top holdings a year, 3 yrs: +21.5%
Average holding period: 1.8 yrs

Long Corridor Asset Management Ltd is a hedge fund that reported 32 positions worth $276.1M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Amazon Com Inc (AMZN, 14.6%), Alphabet Inc (GOOGL, 12.8%), American Express Co (AXP, 7.7%). A portfolio copying its top holdings returned 21.5% a year over the last 3 years, against 20.4% for the S&P 500.

Long Corridor Asset Management Ltd holdings all 32 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Long Corridor Asset Management Ltd 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AMZNAmazon Com Inc	14.6%	10.8%	169,150	+0.0%	$40.3M
GOOGLAlphabet Inc	12.8%	12.7%	98,616	-31.5%	$35.2M
AXPAmerican Express Co	7.7%	9.1%	63,000	-35.7%	$21.3M
GRABGrab Holdings Limited	6.4%	New	4,681,160	—	$17.6M
ATHMAutohome Inc	4.6%	3.8%	672,117	-6.4%	$12.8M
BSMBlack Stone Minerals L P	4.5%	3.6%	880,000	+14.0%	$12.3M
SPGIS&p Global Inc	4.4%	1.4%	30,000	+172.7%	$12.2M
NRPNatural Resource Partners LP	4.2%	3.7%	120,000	+20.0%	$11.6M
AVGOBroadcom Inc	4.1%	New	30,000	—	$11.3M
RBLXRoblox Corp	4.1%	3.4%	206,800	+5.1%	$11.2M
ADBEAdobe Inc	3.6%	4.1%	49,000	-10.9%	$10.0M
MCOMoodys Corp	3.3%	2.7%	20,000	+0.0%	$9.1M
AMDAdvanced Micro Devices Inc	3.2%	New	15,000	—	$8.7M
HSAIHesai Group	2.9%	2.6%	445,000	+0.0%	$8.1M
NOWServicenow Inc	2.3%	2.6%	65,000	-18.8%	$6.5M
GOOGMAlphabet Inc	2.0%	New	110,000	—	$5.6M
GOOGNAlphabet Inc	2.0%	New	110,000	—	$5.5M
NYTNew York Times Co Mtn Be	2.0%	2.0%	78,300	+0.0%	$5.5M
FWDIForward Industries Inc	1.5%	1.3%	994,164	+0.0%	$4.2M
WBWeibo Corp	1.3%	1.4%	500,000	-5.7%	$3.6M
PLABPhotronics Inc	1.3%	New	110,000	—	$3.6M
VEEVVeeva Sys Inc	1.3%	1.3%	20,000	-20.0%	$3.5M
CLSCelestica Inc	1.1%	New	8,000	—	$2.9M
UBERUber Technologies Inc	1.0%	5.9%	40,000	-85.1%	$2.9M
SHMDSchmid Group N.v.	1.0%	New	440,816	—	$2.8M
TONXTON Strategy Co	0.9%	New	1,027,206	—	$2.6M
NVTSNavitas Semiconductor Corp	0.6%	New	100,000	—	$1.8M
ZTOZto Express Cayman Inc	0.4%	0.4%	46,000	+0.0%	$1.0M
HTHTHuazhu Group Ltd Sponsored Ads	0.3%	0.4%	23,000	+0.0%	$960K
YUMCYum China Hldgs Inc	0.3%	0.3%	20,000	+0.0%	$817K
COYACoya Therapeutics Inc	0.1%	0.0%	38,766	+0.0%	$227K
IQIqiyi Inc	0.0%	New	114,855	—	$119K

What Long Corridor Asset Management Ltd bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +5.3% /yr; S&P 500 +20.1%
3 years: +21.5% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$276.1M	32
Q1 2026	$326.8M	32
Q4 2025	$180.3M	17
Q3 2025	$197.9M	20
Q2 2025	$202.9M	14
Q1 2025	$131.1M	17
Q4 2024	$114.9M	18
Q3 2024	$88.8M	18
Q2 2024	$81.4M	19
Q1 2024	$68.7M	10
Q4 2023	$60.3M	9
Q3 2023	$52.0M	12

Questions about Long Corridor Asset Management Ltd's portfolio

What stocks does Long Corridor Asset Management Ltd own?

Long Corridor Asset Management Ltd's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 32 positions worth $276.1M. The largest are Amazon Com Inc (AMZN) at 14.6%, Alphabet Inc (GOOGL) at 12.8%, American Express Co (AXP) at 7.7%, Grab Holdings Limited (GRAB) at 6.4% and Autohome Inc (ATHM) at 4.6%.

What did Long Corridor Asset Management Ltd buy last quarter?

In Q2 2026, Long Corridor Asset Management Ltd added a new position in Grab Holdings Limited (GRAB), a new position in Broadcom Inc (AVGO), a new position in Advanced Micro Devices Inc (AMD), a new position in Alphabet Inc (GOOGM), a new position in Alphabet Inc (GOOGN), S&p Global Inc (SPGI) (+172.7% shares), Natural Resource Partners LP (NRP) (+20.0% shares) and Black Stone Minerals L P (BSM) (+14.0% shares), compared with its Q1 2026 filing.

What did Long Corridor Asset Management Ltd sell last quarter?

In Q2 2026, Long Corridor Asset Management Ltd sold all of Meta Platforms Inc (META), sold all of Microsoft Corp (MSFT), sold all of Pitney Bowes Inc (PBI), sold all of Bitmine Immersion Techs Inc (BMNR), sold all of Netease Inc Sp ADR (NTES), Uber Technologies Inc (UBER) (-85.1% shares), American Express Co (AXP) (-35.7% shares) and Alphabet Inc (GOOGL) (-31.5% shares), compared with its Q1 2026 filing.

How has Long Corridor Asset Management Ltd's portfolio performed?

A portfolio copying Long Corridor Asset Management Ltd's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +5.3% against +20.1%.

When is Long Corridor Asset Management Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Long Corridor Asset Management Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.