Long Corridor Asset Management Ltd
Follow13F filer, CIK 1845501, HONG KONG, Hong Kong
Long Corridor Asset Management Ltd reported $1,543,729,460 across 20 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-12. Its ten largest share positions make up 98.24% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001845501-26-000002
- Period
- 2025-12-31
- Reported value
- $1.54B
- Holdings
- 20
- Top 10 weight
- 98.24%
- New
- 3
- Sold out
- 6
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| HSAIadded | +270,000 | $6.05M |
| FOXnew | +89,330 | $5.8M |
| RBLXadded | +70,800 | $5.74M |
| UBERadded | +56,000 | $4.58M |
| METAadded | +3,000 | $1.98M |
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
| Security | Shares change | Approx. value |
|---|---|---|
| NYTreduced | -116,200 | -$8.07M |
| AXPreduced | -18,000 | -$6.66M |
| GOOGLreduced | -21,000 | -$6.57M |
| ATHMreduced | -285,936 | -$6.36M |
| INCYexited | -50,000 | -$4.24M |
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, Q4 2025
Share positions as resolved from 13F-HR 0001845501-26-000002, largest first. % of portfolio is the value over $1,543,729,460, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| GOOGLALPHABET INC | 144,000 | $45.1M | 2.92% | -21,000 | Timeline | ||
| METAMETA PLATFORMS INC | 45,300 | $29.9M | 1.94% | +3,000 | Timeline | ||
| AXPAMERICAN EXPRESS CO | 69,000 | $25.5M | 1.65% | -18,000 | Timeline | ||
| UBERUBER TECHNOLOGIES INC | 223,200 | $18.2M | 1.18% | +56,000 | Timeline | ||
| RBLXROBLOX CORP | 167,600 | $13.6M | 0.88% | +70,800 | Timeline | ||
| AMZNAMAZON COM INC | 54,150 | $12.5M | 0.81% | -850 | Timeline | ||
| HSAIHESAI GROUP | 370,000 | $8.29M | 0.54% | +270,000 | Timeline | ||
| CCLCARNIVAL CORP | 250,000 | $7.63M | 0.49% | 0 | Timeline | ||
| FOXFOX CORP | 89,330 | $5.8M | 0.38% | new | Timeline | ||
| ATHMAUTOHOME INC | 134,423 | $2.99M | 0.19% | -285,936 | Timeline | ||
| NYTNEW YORK TIMES CO MTN BE | 41,300 | $2.87M | 0.19% | -116,200 | Timeline | ||
| ONCBEONE MEDICINES LTD | 7,731 | $2.35M | 0.15% | -2,169 | Timeline | ||
| MNSOMINISO GROUP HLDG LTD | 105,250 | $1.97M | 0.13% | 0 | Timeline | ||
| BIDUBAIDU INC | 12,500 | $1.63M | 0.11% | 0 | Timeline | ||
| ZLABZAI LAB LTD | 65,800 | $1.16M | 0.08% | 0 | Timeline | ||
| GDSGDS HLDGS LTD | 17,425 | $608K | 0.04% | -67,470 | Timeline | ||
| COYACOYA THERAPEUTICS INC | 38,766 | $225K | 0.01% | new | Timeline |
Principal amounts
Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| MARA HOLDINGS INCMARA HOLDINGS INC NOTE 6/0 | principal | 16,000,000 | $1.34B | new |
| STRATEGY INCSTRATEGY INC NOTE 2.250% 6/1 | principal | 15,000,000 | $16.7M | +13,500,000 |
| NIO INCNIO INC NOTE 4.625%10/1 | principal | 8,500,000 | $7.52M | 0 |
Sold out in Q4 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
How Q4 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001845501-26-000002 | base | 2026-02-12 | acceptance time not in the bulk data set |