Long Corridor Asset Management Ltd
Net seller this quarter
$331M
32
-$65.8M
56.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMZN | $40.3M | 12.16% | 0.00% | Not reported | Q2 2025 |
 GOOGL | $35.2M | 10.63% | 0.00% | -31.5% | Q4 2022 |
 AXP | $21.3M | 6.43% | 0.01% | -35.7% | Q1 2021 |
 GRAB | $17.6M | 5.32% | Not reported | New | Q2 2026 |
 ATHM | $12.8M | 3.86% | 0.15% | -6.4% | Q1 2025 |
 BSM | $12.3M | 3.71% | Not reported | +14.0% | Q1 2026 |
 SPGI | $12.2M | 3.69% | 0.01% | +172.7% | Q1 2026 |
 NRP | $11.6M | 3.51% | 0.91% | +20.0% | Q1 2026 |
 AVGO | $11.3M | 3.42% | 0.00% | New | Q2 2026 |
 RBLX | $11.2M | 3.39% | 0.03% | +5.1% | Q1 2025 |
 ADBE | $10M | 3.03% | 0.01% | -10.9% | Q1 2026 |
 MCO | $9.06M | 2.73% | 0.01% | Not reported | Q1 2026 |
 AMD | $8.71M | 2.63% | 0.00% | New | Q2 2026 |
 HSAI | $8.11M | 2.45% | 0.29% | Not reported | Q3 2025 |
 NOW | $6.45M | 1.95% | 0.01% | -18.8% | Q1 2026 |
| GOOGM | $5.6M | 1.69% | Not reported | New | Q2 2026 |
| GOOGN | $5.53M | 1.67% | Not reported | New | Q2 2026 |
 NYT | $5.48M | 1.65% | Not reported | Not reported | Q1 2021 |
 FWDI | $4.2M | 1.27% | 1.35% | Not reported | Q1 2026 |
 WB | $3.63M | 1.10% | 0.20% | -5.7% | Q2 2023 |
 PLAB | $3.58M | 1.08% | 0.19% | New | Q2 2026 |
 VEEV | $3.55M | 1.07% | 0.01% | -20.0% | Q1 2026 |
 CLS | $2.92M | 0.88% | 0.01% | New | Q2 2026 |
 UBER | $2.89M | 0.87% | 0.00% | -85.1% | Q1 2025 |
 SHMD | $2.76M | 0.83% | 1.02% | New | Q2 2026 |
 TONX | $2.62M | 0.79% | 1.82% | New | Q2 2026 |
 NVTS | $1.79M | 0.54% | 0.05% | New | Q2 2026 |
 ZTO | $1.03M | 0.31% | 0.01% | Not reported | Q1 2025 |
 HTHT | $960K | 0.29% | 0.00% | Not reported | Q1 2026 |
 YUMC | $817K | 0.25% | 0.01% | Not reported | Q3 2021 |
 COYA | $227K | 0.07% | 0.17% | Not reported | Q4 2025 |
 IQ | $119K | 0.04% | 0.03% | New | Q2 2026 |
| Q1 2026 | |||||
| GOOGL | $41.4M | 10.07% | 0.00% | Not reported | Q4 2022 |
| AMZN | $35.2M | 8.57% | 0.00% | +212.4% | Q2 2025 |
 META | $30.3M | 7.37% | Not reported | +17.0% | Q4 2022 |
| AXP | $29.6M | 7.21% | 0.01% | +42.0% | Q1 2021 |
 MSFT | $27.8M | 6.75% | 0.00% | New | Q1 2026 |
| UBER | $19.3M | 4.69% | 0.01% | +20.2% | Q1 2025 |
| ADBE | $13.4M | 3.25% | 0.01% | New | Q1 2026 |
| ATHM | $12.5M | 3.03% | 0.16% | +434.2% | Q1 2025 |
 PBI | $12.4M | 3.01% | 0.75% | New | Q1 2026 |
| NRP | $12.1M | 2.94% | 0.75% | New | Q1 2026 |
| BSM | $11.7M | 2.84% | Not reported | New | Q1 2026 |
| RBLX | $11.1M | 2.71% | 0.03% | +17.4% | Q1 2025 |
| MCO | $8.73M | 2.12% | 0.01% | New | Q1 2026 |
| HSAI | $8.51M | 2.07% | 0.29% | +20.3% | Q3 2025 |
 BMNR | $8.5M | 2.07% | 0.09% | New | Q1 2026 |
| NOW | $8.36M | 2.03% | 0.01% | New | Q1 2026 |
| NYT | $6.56M | 1.59% | Not reported | +89.6% | Q1 2021 |
| SPGI | $4.68M | 1.14% | 0.00% | New | Q1 2026 |
| WB | $4.64M | 1.13% | 0.22% | Not reported | Q2 2023 |
| FWDI | $4.4M | 1.07% | 1.30% | New | Q1 2026 |
| VEEV | $4.39M | 1.07% | 0.02% | New | Q1 2026 |
 NTES | $1.97M | 0.48% | 0.00% | Not reported | Q1 2022 |
 ONC | $1.79M | 0.43% | 0.00% | -22.1% | Q1 2021 |
 YMM | $1.21M | 0.29% | Not reported | Not reported | Q2 2022 |
| ZTO | $1.16M | 0.28% | 0.01% | Not reported | Q1 2025 |
| HTHT | $1.16M | 0.28% | 0.00% | New | Q1 2026 |
 JD | $1.12M | 0.27% | 0.00% | Not reported | Q2 2024 |
 BIDU | $1M | 0.24% | Not reported | -28.0% | Q3 2021 |
| YUMC | $976K | 0.24% | 0.01% | Not reported | Q3 2021 |
 NIO | $476K | 0.12% | 0.00% | Not reported | Q4 2022 |
 EDU | $231K | 0.06% | 0.00% | Not reported | Q3 2021 |
| COYA | $153K | 0.04% | 0.17% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| GOOGL | $45.1M | 2.92% | 0.00% | -12.7% | Q4 2022 |
| META | $29.9M | 1.94% | Not reported | +7.1% | Q4 2022 |
| AXP | $25.5M | 1.65% | 0.01% | -20.7% | Q1 2021 |
| UBER | $18.2M | 1.18% | 0.01% | +33.5% | Q1 2025 |
| RBLX | $13.6M | 0.88% | 0.02% | +73.1% | Q1 2025 |
| AMZN | $12.5M | 0.81% | 0.00% | -1.6% | Q2 2025 |
| HSAI | $8.29M | 0.54% | 0.24% | +270.0% | Q3 2025 |
 CCL | $7.64M | 0.49% | 0.02% | Not reported | Q4 2024 |
 FOX | $5.8M | 0.38% | Not reported | New | Q4 2025 |
| ATHM | $2.99M | 0.19% | 0.03% | -68.0% | Q1 2025 |
| NYT | $2.87M | 0.19% | Not reported | -73.8% | Q1 2021 |
| ONC | $2.35M | 0.15% | 0.00% | -21.9% | Q1 2021 |
 MNSO | $1.97M | 0.13% | 0.01% | Not reported | Q2 2023 |
| BIDU | $1.63M | 0.11% | Not reported | Not reported | Q3 2021 |
 ZLAB | $1.16M | 0.08% | 0.01% | Not reported | Q2 2021 |
 GDS | $608K | 0.04% | 0.00% | -79.5% | Q4 2021 |
| COYA | $225K | 0.01% | 0.19% | New | Q4 2025 |
| Q3 2025 | |||||
| GOOGL | $40.1M | 16.39% | 0.00% | +14.6% | Q4 2022 |
| META | $31.1M | 12.69% | Not reported | Not reported | Q4 2022 |
| AXP | $28.9M | 11.80% | 0.01% | Not reported | Q1 2021 |
| UBER | $16.4M | 6.69% | 0.01% | -48.4% | Q1 2025 |
| RBLX | $13.4M | 5.48% | 0.01% | -21.3% | Q1 2025 |
| AMZN | $12.1M | 4.93% | 0.00% | +83.3% | Q2 2025 |
| ATHM | $12M | 4.90% | 0.09% | -24.6% | Q1 2025 |
| NYT | $9.04M | 3.69% | Not reported | +14.6% | Q1 2021 |
| CCL | $7.23M | 2.95% | 0.02% | -28.6% | Q4 2024 |
 INCY | $4.24M | 1.73% | 0.03% | -77.3% | Q4 2024 |
 ARM | $4.07M | 1.66% | 0.00% | New | Q3 2025 |
| ONC | $3.37M | 1.38% | 0.00% | -79.2% | Q1 2021 |
| GDS | $3.29M | 1.34% | 0.01% | Not reported | Q4 2021 |
| HSAI | $2.81M | 1.15% | Not reported | New | Q3 2025 |
| MNSO | $2.37M | 0.97% | 0.01% | Not reported | Q2 2023 |
| ZLAB | $2.23M | 0.91% | 0.01% | Not reported | Q2 2021 |
 SBET | $1.87M | 0.76% | 0.06% | New | Q3 2025 |
| BIDU | $1.65M | 0.67% | Not reported | Not reported | Q3 2021 |
 CHA | $1.1M | 0.45% | 0.07% | -47.0% | Q2 2025 |
 TMUS | $646K | 0.26% | 0.00% | New | Q3 2025 |