Skip to content
Disclosery

Long Corridor Asset Management Ltd

Follow

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

Long Corridor Asset Management Ltd reported $411,295,637 across 38 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12. Its ten largest share positions make up 62.94% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001845501-26-000003

Period
2026-03-31
Reported value
$411M
Holdings
38
Top 10 weight
62.94%
New
23
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MSFTnew+75,000$27.8M
AMZNadded+115,000$24M
ADBEnew+55,000$13.4M
PBInew+1,120,000$12.4M
NRPnew+100,000$12.1M

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
CCLexited-250,000-$7.63M
FOXexited-89,330-$5.8M
MNSOexited-105,250-$1.97M
ZLABexited-65,800-$1.16M
GDSexited-17,425-$608K

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 2026

Share positions as resolved from 13F-HR 0001845501-26-000003, largest first. % of portfolio is the value over $411,295,637, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,000 shares; 2024Q4: 110,000 shares; 2025Q1: 110,000 shares; 2025Q2: 144,000 shares; 2025Q3: 165,000 shares; 2025Q4: 144,000 shares; 2026Q1: 144,000 shares 144,000$41.4M10.07%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,000 shares; 2025Q3: 55,000 shares; 2025Q4: 54,150 shares; 2026Q1: 169,150 shares 169,150$35.2M8.57%+115,000Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,000 shares; 2024Q4: 33,000 shares; 2025Q1: 33,000 shares; 2025Q2: 42,300 shares; 2025Q3: 42,300 shares; 2025Q4: 45,300 shares; 2026Q1: 53,000 shares 53,000$30.3M7.37%+7,700Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 65,000 shares; 2025Q2: 87,000 shares; 2025Q3: 87,000 shares; 2025Q4: 69,000 shares; 2026Q1: 98,000 shares 98,000$29.6M7.21%+29,000Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,000 shares 75,000$27.8M6.75%newTimeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250,000 shares; 2025Q2: 324,000 shares; 2025Q3: 167,200 shares; 2025Q4: 223,200 shares; 2026Q1: 268,300 shares 268,300$19.3M4.69%+45,100Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,000 shares 55,000$13.4M3.25%newTimeline
ATHMAUTOHOME INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 323,083 shares; 2025Q2: 557,359 shares; 2025Q3: 420,359 shares; 2025Q4: 134,423 shares; 2026Q1: 718,038 shares 718,038$12.5M3.03%+583,615Timeline
PBIPITNEY BOWES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,120,000 shares 1,120,000$12.4M3.01%newTimeline
NRPNATURAL RESOURCE PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,000 shares 100,000$12.1M2.94%newTimeline
BSMBLACK STONE MINERALS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 772,000 shares 772,000$11.7M2.84%newTimeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,000 shares; 2025Q2: 123,000 shares; 2025Q3: 96,800 shares; 2025Q4: 167,600 shares; 2026Q1: 196,800 shares 196,800$11.1M2.71%+29,200Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000$8.72M2.12%newTimeline
HSAIHESAI GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares; 2025Q4: 370,000 shares; 2026Q1: 445,000 shares 445,000$8.51M2.07%+75,000Timeline
BMNRBITMINE IMMERSION TECHS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 429,565 shares 429,565$8.5M2.07%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,000 shares 80,000$8.36M2.03%newTimeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 90,000 shares; 2025Q1: 90,000 shares; 2025Q2: 137,500 shares; 2025Q3: 157,500 shares; 2025Q4: 41,300 shares; 2026Q1: 78,300 shares 78,300$6.56M1.59%+37,000Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares 11,000$4.68M1.14%newTimeline
WBWEIBO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924,904 shares; 2024Q4: 318,555 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 530,000 shares 530,000$4.64M1.13%newTimeline
FWDIFORWARD INDUSTRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 994,164 shares 994,164$4.4M1.07%newTimeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares 25,000$4.39M1.07%newTimeline
NTESNETEASE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,000 shares; 2025Q1: 30,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,600 shares 17,600$1.97M0.48%newTimeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,755 shares; 2024Q4: 18,400 shares; 2025Q1: 37,000 shares; 2025Q2: 47,500 shares; 2025Q3: 9,900 shares; 2025Q4: 7,731 shares; 2026Q1: 6,020 shares 6,020$1.79M0.43%-1,711Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146,000 shares 146,000$1.21M0.29%newTimeline
ZTOZTO EXPRESS CAYMAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,000 shares 46,000$1.16M0.28%newTimeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,000 shares 23,000$1.16M0.28%newTimeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,000 shares 38,000$1.12M0.27%newTimeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 9,000 shares 9,000$1M0.24%-3,500Timeline
YUMCYUM CHINA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000$976K0.24%newTimeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,000 shares 79,000$476K0.12%newTimeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,074 shares 4,074$231K0.06%newTimeline
COYACOYA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,766 shares; 2026Q1: 38,766 shares 38,766$153K0.04%0Timeline

Principal amounts

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

SecurityTypeAmountValueChange
STRATEGY INCSTRATEGY INC NOTE 3/0principal30,000,000$26.3Mnew
IQIYI INCIQIYI INC CNVprincipal20,700,000$18.8Mnew
STRATEGY INCSTRATEGY INC NOTE 2.250% 6/1principal15,000,000$15.4M0
MARA HOLDINGS INCMARA HOLDINGS INC NOTE 6/0principal16,000,000$14.7M0
NIO INCNIO INC NOTE 4.625%10/1principal8,500,000$8.45M0
JOBY AVIATION INCJOBY AVIATION INC NOTE 0.750% 2/1principal1,000,000$859Knew

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
CCLCARNIVAL CORP250,000$7.63Mshares
FOXFOX CORP89,330$5.8Mshares
MNSOMINISO GROUP HLDG LTD105,250$1.97Mshares
ZLABZAI LAB LTD65,800$1.16Mshares
GDSGDS HLDGS LTD17,425$608Kshares

How Q1 2026 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 0001845501-26-000003 base2026-05-12acceptance time not in the bulk data set