Long Corridor Asset Management Ltd

HONG KONG, K3 · CIK 1845501 · 13F filing filed 2026-08-12

Exempt reporting adviser since 2019 · other (specify)

Private funds1 (1 hedge) · $1.3bn gross assets
Main officeCentral
Form ADV · 2026-03-26SEC adviser record

Kindhedge funds
Others nearbyHong Kong

As an employer

Offices in1 country
Private fundshedge 1

$331.5m reported value -19.4% vs Q1 2026

35positions

62.5%in top 10

13 new 5 added 8 reduced 16 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMAZON COM INC COM AMZN	AMZN	169,150	$40.3m12.16%	12.16%	Unchanged
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	98,616	$35.2m10.63%	10.63%	Reduced -45.4k	-45,384 -31.5%
3	QFIN HOLDINGS INC NOTE 0.500% 4/0 · principal QIFTEC 0.5 04.01.30 · principal	QIFTEC 0.5 04.01.30	24,000,000	$21.4m6.46%	6.46%	New
4	AMERICAN EXPRESS CO COM AXP	AXP	63,000	$21.3m6.43%	6.43%	Reduced -35.0k	-35,000 -35.7%
5	IQIYI INC NOTE 4.625% 3/1 · principal IQ 4.625 03.15.30 · principal	IQ 4.625 03.15.30	22,700,000	$20.8m6.27%	6.27%	Added +2.0m	+2,000,000 9.7%
6	GRAB HOLDINGS LIMITED CLASS A ORD GRAB	GRAB	4,681,160	$17.6m5.32%	5.32%	New
7	FINVOLUTION GROUP NOTE 2.500% 7/0 · principal FINV 2.5 07.01.30 · principal	FINV 2.5 07.01.30	15,000,000	$13.2m3.98%	3.98%	New
8	AUTOHOME INC SP ADS RP CL A ATHM	ATHM	672,117	$12.8m3.86%	3.86%	Reduced -45.9k	-45,921 -6.4%
9	BLACK STONE MINERALS L P COM UNIT BSM	BSM	880,000	$12.3m3.71%	3.71%	Added +108.0k	+108,000 14.0%
10	S&P GLOBAL INC COM SPGI	SPGI	30,000	$12.2m3.69%	3.69%	Added +19.0k	+19,000 172.7%
11	NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR NRP	NRP	120,000	$11.6m3.51%	3.51%	Added +20.0k	+20,000 20.0%
12	BROADCOM INC COM AVGO	AVGO	30,000	$11.3m3.42%	3.42%	New
13	ROBLOX CORP CL A RBLX	RBLX	206,800	$11.2m3.39%	3.39%	Added +10.0k	+10,000 5.1%
14	ADOBE INC COM ADBE	ADBE	49,000	$10.0m3.03%	3.03%	Reduced -6.0k	-6,000 -10.9%
15	MOODYS CORP COM MCO	MCO	20,000	$9.1m2.73%	2.73%	Unchanged
16	ADVANCED MICRO DEVICES INC COM AMD	AMD	15,000	$8.7m2.63%	2.63%	New
17	HESAI GROUP SPONSORED ADS HSAI	HSAI	445,000	$8.1m2.45%	2.45%	Unchanged
18	SERVICENOW INC COM NOW	NOW	65,000	$6.5m1.95%	1.95%	Reduced -15.0k	-15,000 -18.8%
19	ALPHABET INC DEP SHS RP1/20 A GOOGL 6.25 05.15.29 A	GOOGL 6.25 05.15.29 A	110,000	$5.6m1.69%	1.69%	New
20	ALPHABET INC DEP SHS RP1/20 B GOOGL 6.25 05.15.29 B	GOOGL 6.25 05.15.29 B	110,000	$5.5m1.67%	1.67%	New
21	NEW YORK TIMES CO CL A NYT	NYT	78,300	$5.5m1.65%	1.65%	Unchanged
22	FORWARD INDUSTRIES INC COM NEW FWDI	FWDI	994,164	$4.2m1.27%	1.27%	Unchanged
23	WEIBO CORP SPONSORED ADR WB	WB	500,000	$3.6m1.10%	1.10%	Reduced -30.0k	-30,000 -5.7%
24	PHOTRONICS INC COM PLAB	PLAB	110,000	$3.6m1.08%	1.08%	New
25	VEEVA SYS INC CL A COM VEEV	VEEV	20,000	$3.5m1.07%	1.07%	Reduced -5.0k	-5,000 -20.0%
26	CELESTICA INC COM CLS	CLS	8,000	$2.9m0.88%	0.88%	New
27	UBER TECHNOLOGIES INC COM UBER	UBER	40,000	$2.9m0.87%	0.87%	Reduced -228.3k	-228,300 -85.1%
28	SCHMID GROUP N.V. EURO SHS CL A SHMD	SHMD	440,816	$2.8m0.83%	0.83%	New
29	TON STRATEGY CO COM TONX	TONX	1,027,206	$2.6m0.79%	0.79%	New
30	NAVITAS SEMICONDUCTOR CORP COM NVTS	NVTS	100,000	$1.8m0.54%	0.54%	New
31	ZTO EXPRESS CAYMAN INC SPONSORED ADS A ZTO	ZTO	46,000	$1.0m0.31%	0.31%	Unchanged
32	H WORLD GROUP LTD SPONSORED ADS HTHT	HTHT	23,000	$959.6k0.29%	0.29%	Unchanged
33	YUM CHINA HLDGS INC COM YUMC	YUMC	20,000	$817.4k0.25%	0.25%	Unchanged
34	COYA THERAPEUTICS INC COMMON STOCK COYA	COYA	38,766	$226.8k0.07%	0.07%	Unchanged
35	IQIYI INC SPONSORED ADS IQ	IQ	114,855	$119.4k0.04%	0.04%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
META PLATFORMS INC META	META	53,000	$30.3m53.0k shares
MICROSOFT CORP MSFT	MSFT	75,000	$27.8m75.0k shares
STRATEGY INC MSTR 0 03.01.30	MSTR 0 03.01.30	30,000,000	$26.3m30.0m shares
STRATEGY INC MSTR 2.25 06.15.32	MSTR 2.25 06.15.32	15,000,000	$15.4m15.0m shares
MARA HOLDINGS INC MARA 0 06.01.31	MARA 0 06.01.31	16,000,000	$14.7m16.0m shares
PITNEY BOWES INC PBI	PBI	1,120,000	$12.4m1.1m shares
BITMINE IMMERSION TECNOLOGIE BMNR	BMNR	429,565	$8.5m429.6k shares
NIO INC NIO 4.625 10.15.30	NIO 4.625 10.15.30	8,500,000	$8.4m8.5m shares
NETEASE INC NTES	NTES	17,600	$2.0m17.6k shares
BEIGENE LTD ONC	ONC	6,020	$1.8m6.0k shares
FULL TRUCK ALLIANCE CO LTD YMM	YMM	146,000	$1.2m146.0k shares
JD.COM INC JD	JD	38,000	$1.1m38.0k shares
BAIDU INC BIDU	BIDU	9,000	$1.0m9.0k shares
JOBY AVIATION INC JOBY 0.75 02.15.32	JOBY 0.75 02.15.32	1,000,000	$859.4k1.0m shares
NIO INC NIO	NIO	79,000	$476.4k79.0k shares
NEW ORIENTAL ED & TECHNOLOGY EDU	EDU	4,074	$230.7k4.1k shares