Skip to content
Disclosery

Long Corridor Asset Management Ltd

Follow

13F filer, CIK 1845501, HONG KONG, Hong Kong

Long Corridor Asset Management Ltd reported $136,616,225 across 18 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13. Its ten largest share positions make up 87.35% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001845501-25-000004

Period
2025-03-31
Reported value
$137M
Holdings
18
Top 10 weight
87.35%
New
9
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
UBERnew+250,000$18.2M
AXPadded+40,000$10.8M
ATHMnew+323,083$8.96M
ONCadded+18,600$5.06M
RBLXnew+75,000$4.37M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BABAexited-120,000-$10.2M
INCYreduced-110,000-$6.66M
BIDUexited-60,000-$5.06M
CCLexited-175,000-$4.36M
ZGexited-59,395-$4.21M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001845501-25-000004, largest first. % of portfolio is the value over $136,616,225, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,000 shares; 2024Q4: 33,000 shares; 2025Q1: 33,000 shares 33,000$19M13.92%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250,000 shares 250,000$18.2M13.33%newTimeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 65,000 shares 65,000$17.5M12.8%+40,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,000 shares; 2024Q4: 110,000 shares; 2025Q1: 110,000 shares 110,000$17M12.45%0Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 330,000 shares; 2025Q1: 220,000 shares 220,000$13.3M9.75%-110,000Timeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,755 shares; 2024Q4: 18,400 shares; 2025Q1: 37,000 shares 37,000$10.1M7.37%+18,600Timeline
ATHMAUTOHOME INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 323,083 shares 323,083$8.96M6.56%newTimeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 50,000 shares; 2025Q1: 40,000 shares 40,000$5.22M3.82%-10,000Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 90,000 shares; 2025Q1: 90,000 shares 90,000$4.46M3.27%0Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,000 shares 75,000$4.37M3.2%newTimeline
NTESNETEASE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,000 shares; 2025Q1: 30,000 shares 30,000$3.09M2.26%-10,000Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,393 shares 88,393$2.41M1.76%newTimeline
SPRINGWORKS THERAPEUTICS INCSPRINGWORKS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,000 shares 50,000$2.21M1.62%new
ZTOZTO EXPRESS CAYMAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,000 shares 100,000$1.98M1.45%newTimeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,000 shares 38,000$1.82M1.33%newTimeline
MLCOMELCO RESORTS AND ENTMNT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136,194 shares 136,194$718K0.53%newTimeline
BILIBILIBILI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,500 shares 36,500$698K0.51%newTimeline

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

SecurityTypeAmountValueChange
NIO INCNIO INC NOTE 4.625%10/1principal8,000,000$5.56M+3,000,000

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NIO INCNIO INC15,000,000$14.8Mprincipal
BABAALIBABA GROUP HLDG LTD120,000$10.2Mshares
BIDUBAIDU INC60,000$5.06Mshares
CCLCARNIVAL CORP175,000$4.36Mshares
ZGZILLOW GROUP INC59,395$4.21Mshares
WBWEIBO CORP318,555$3.04Mshares
GLUEMONTE ROSA THERAPEUTICS INC40,000$278Kshares
CGEMCULLINAN THERAPEUTICS INC15,000$183Kshares
SNDXSYNDAX PHARMACEUTICALS INC10,000$132Kshares
KURAKURA ONCOLOGY INC10,000$87.1Kshares
OMEGA THERAPEUTICS INCOMEGA THERAPEUTICS INC85,000$63.4Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001845501-25-000004 base2025-05-13acceptance time not in the bulk data set