2026 Q1 Portfolio Activity
In 2026 Q1, Long Corridor Asset Management Ltd maintained a portfolio of 43 distinct positions. The most significant new addition was MICROSOFT CORP, now representing 6.75% of the total fund value. They heavily accumulated shares in AMAZON COM INC, increasing the position by 212.4%. The fund also reduced its exposure to MARA HOLDINGS INC by 93.8%.
Position History
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Total Positions
43
Quarter
2026 Q1
Top Holding
GOOGL (10.1%)
Top 10 Concentration
62.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-43 of 43
Long Corridor Asset Management Ltd Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOGL
ALPHABET INC
|
Communication Services | 10.07% | 2.92% |
#1
1
Prev: #2
|
7.0 |
—
|
no change | no change |
P
S
|
144,000 | $41,408,640 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 8.57% | 0.81% |
#2
6
Prev: #8
|
7.9 |
—
|
115,000 | 212.4% |
P
S
|
169,150 | $35,228,871 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
META
META PLATFORMS ...
|
Communication Services | 7.37% | 1.94% |
#3
Prev: #3
|
5.9 |
—
|
7,700 | 17.0% |
P
S
|
53,000 | $30,322,890 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 7.21% | 1.65% |
#4
Prev: #4
|
5.9 |
—
|
29,000 | 42.0% |
P
S
|
98,000 | $29,643,040 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 6.75% | — |
#5
Prev: #—
|
6.7 |
—
|
75,000 | — |
NEW
|
75,000 | $27,762,750 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
N/A
STRATEGY INC
|
|
Bond/Debt | 6.39% | — |
#6
Prev: #—
|
6.1 |
—
|
30,000,000 | — |
NEW
|
30,000,000 | $26,277,510 | — | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
UBER
UBER TECHNOLOGI...
|
Technology | 4.69% | 1.18% |
#7
2
Prev: #5
|
4.4 |
—
|
45,100 | 20.2% |
P
S
|
268,300 | $19,298,819 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
N/A
IQIYI INC
|
|
Bond/Debt | 4.57% | — |
#8
Prev: #—
|
5.3 |
—
|
20,700,000 | — |
NEW
|
20,700,000 | $18,805,805 | — | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
N/A
STRATEGY INC
|
|
Bond/Debt | 3.74% | 1.08% |
#9
3
Prev: #6
|
2.5 |
—
|
no change | no change |
P
S
|
15,000,000 | $15,367,500 | — | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
N/A
MARA HOLDINGS I...
|
|
Bond/Debt | 3.58% | 86.75% |
#10
9
Prev: #1
|
2.4 |
—
|
no change | no change |
P
S
|
16,000,000 | $14,744,000 | — | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
ADBE
ADOBE INC
|
Technology | 3.25% | — |
#11
Prev: #—
|
4.8 |
—
|
55,000 | — |
NEW
|
55,000 | $13,369,400 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ATHM
AUTOHOME INC
|
Communication Services | 3.03% | 0.19% |
#12
1
Prev: #13
|
4.2 |
—
|
583,615 | 434.2% |
P
S
|
718,038 | $12,472,320 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PBI
PITNEY BOWES IN...
|
Industrials | 3.01% | — |
#13
Prev: #—
|
4.7 |
—
|
1,120,000 | — |
NEW
|
1,120,000 | $12,376,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NRP
NATURAL RESOURC...
|
Energy | 2.94% | — |
#14
Prev: #—
|
4.7 |
—
|
100,000 | — |
NEW
|
100,000 | $12,100,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BSM
BLACK STONE MIN...
|
Energy | 2.84% | — |
#15
Prev: #—
|
4.6 |
—
|
772,000 | — |
NEW
|
772,000 | $11,672,640 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
RBLX
ROBLOX CORP
|
Communication Services | 2.71% | 0.88% |
#16
9
Prev: #7
|
3.1 |
—
|
29,200 | 17.4% |
P
S
|
196,800 | $11,131,008 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MCO
MOODYS CORP
|
Financial Services | 2.12% | — |
#17
Prev: #—
|
4.3 |
—
|
20,000 | — |
NEW
|
20,000 | $8,725,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
HSAI
HESAI GROUP
|
Consumer Cyclical | 2.07% | 0.54% |
#18
9
Prev: #9
|
3.3 |
—
|
75,000 | 20.3% |
P
S
|
445,000 | $8,508,400 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BMNRD
BITMINE IMMERSI...
|
Unknown | 2.07% | — |
#19
Prev: #—
|
4.3 |
—
|
429,565 | — |
NEW
|
429,565 | $8,496,796 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
N/A
NIO INC
|
|
Bond/Debt | 2.05% | 0.49% |
#20
9
Prev: #11
|
1.8 |
—
|
no change | no change |
P
S
|
8,500,000 | $8,446,875 | — | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
NOW
SERVICENOW INC
|
Technology | 2.03% | — |
#21
Prev: #—
|
4.3 |
—
|
80,000 | — |
NEW
|
80,000 | $8,364,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NYT
NEW YORK TIMES ...
|
Communication Services | 1.59% | 0.19% |
#22
8
Prev: #14
|
3.6 |
—
|
37,000 | 89.6% |
P
S
|
78,300 | $6,556,059 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 1.14% | — |
#23
Prev: #—
|
4.0 |
—
|
11,000 | — |
NEW
|
11,000 | $4,678,740 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
WB
WEIBO CORP
|
Communication Services | 1.13% | — |
#24
Prev: #—
|
4.0 |
—
|
530,000 | — |
NEW
|
530,000 | $4,637,500 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
N/A
FORWARD INDUSTR...
|
|
Unknown | 1.07% | — |
#25
Prev: #—
|
3.9 |
—
|
994,164 | — |
NEW
|
994,164 | $4,404,147 | — | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
VEEV
VEEVA SYS INC
|
Healthcare | 1.07% | — |
#26
Prev: #—
|
3.9 |
—
|
25,000 | — |
NEW
|
25,000 | $4,391,500 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NTES
NETEASE COM INC
|
Communication Services | 0.48% | — |
#27
Prev: #—
|
3.7 |
—
|
17,600 | — |
NEW
|
17,600 | $1,970,144 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ONC
BEONE MEDICINES...
|
Healthcare | 0.43% | 0.15% |
#28
13
Prev: #15
|
0.2 |
—
|
-1,711 | -22.1% |
P
S
|
6,020 | $1,787,759 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
YMM
FULL TRUCK ALLI...
|
Technology | 0.29% | — |
#29
Prev: #—
|
3.6 |
—
|
146,000 | — |
NEW
|
146,000 | $1,211,800 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ZTO
ZTO EXPRESS CAY...
|
Industrials | 0.28% | — |
#30
Prev: #—
|
3.6 |
—
|
46,000 | — |
NEW
|
46,000 | $1,157,820 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
HTHT
H WORLD GROUP L...
|
Consumer Cyclical | 0.28% | — |
#31
Prev: #—
|
3.6 |
—
|
23,000 | — |
NEW
|
23,000 | $1,156,670 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JD
JD.COM INC
|
Consumer Cyclical | 0.27% | — |
#32
Prev: #—
|
3.6 |
—
|
38,000 | — |
NEW
|
38,000 | $1,123,660 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BIDU
BAIDU INC
|
Communication Services | 0.24% | 0.11% |
#33
16
Prev: #17
|
0.1 |
—
|
-3,500 | -28.0% |
P
S
|
9,000 | $1,002,780 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
YUMC
YUM CHINA HLDGS...
|
Consumer Cyclical | 0.24% | — |
#34
Prev: #—
|
3.6 |
—
|
20,000 | — |
NEW
|
20,000 | $975,600 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
N/A
JOBY AVIATION I...
|
|
Bond/Debt | 0.21% | — |
#35
Prev: #—
|
3.6 |
—
|
1,000,000 | — |
NEW
|
1,000,000 | $859,375 | — | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
NIO
NIO INC
|
Consumer Cyclical | 0.12% | — |
#36
Prev: #—
|
3.5 |
—
|
79,000 | — |
NEW
|
79,000 | $476,370 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EDU
NEW ORIENTAL ED...
|
Consumer Defensive | 0.06% | — |
#37
Prev: #—
|
3.5 |
—
|
4,074 | — |
NEW
|
4,074 | $230,711 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
COYA
COYA THERAPEUTI...
|
Healthcare | 0.04% | 0.01% |
#38
18
Prev: #20
|
1.0 |
—
|
no change | no change |
P
S
|
38,766 | $152,738 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GDS
GDS HLDGS LTD
|
Technology | 0.00% | 0.04% |
Sold All 😨
(Was: #19) |
0.0 |
—
|
-17,425 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ZLAB
ZAI LAB LTD
|
Healthcare | 0.00% | 0.08% |
Sold All 😨
(Was: #18) |
0.0 |
—
|
-65,800 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MNSO
MINISO GROUP HL...
|
Consumer Cyclical | 0.00% | 0.13% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-105,250 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FOX
FOX CORP
|
Communication Services | 0.00% | 0.38% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-89,330 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CCL
CARNIVAL CORP
|
Consumer Cyclical | 0.00% | 0.49% |
Sold All 😨
(Was: #10) |
0.0 |
—
|
-250,000 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-43 of 43 holdings