13F HOLDINGS REPORT
Long Corridor Asset Management Ltd
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001845501-23-000001
Total Value
$89.5M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IQIYI INC | IQ | 28,000,000 | $23.3M | 26.05% |
| 2 | BILIBILI INC | BLBLF | 16,000,000 | $12.0M | 13.39% |
| 3 | IQIYI INC | IQ | 15,000,000 | $9.9M | 11.11% |
| 4 | ALIBABA GROUP HLDG LTD | BBAAY | 86,525 | $7.6M | 8.52% |
| 5 | FULL TRUCK ALLIANCE CO LTD | YMM | 750,000 | $6.0M | 6.71% |
| 6 | VNET GROUP INC | VNET | 7,000,000 | $5.8M | 6.44% |
| 7 | SEA LTD | SE | 105,000 | $5.5M | 6.11% |
| 8 | AMERICAN EXPRESS CO | AXP | 30,000 | $4.4M | 4.95% |
| 9 | KE HLDGS INC | BEKE | 257,100 | $3.6M | 4.01% |
| 10 | ALPHABET INC | GOOG | 40,000 | $3.5M | 3.94% |
| 11 | META PLATFORMS INC | META | 20,000 | $2.4M | 2.69% |
| 12 | BAIDU INC | BAIDF | 11,825 | $1.4M | 1.51% |
| 13 | BEIGENE LTD | BEIGF | 4,430 | $974,334 | 1.09% |
| 14 | NEW YORK TIMES CO | NYT | 30,000 | $973,800 | 1.09% |
| 15 | YUM CHINA HLDGS INC | YUMC | 17,000 | $929,050 | 1.04% |
| 16 | GDS HLDGS LTD | GDHLF | 40,700 | $839,234 | 0.94% |
| 17 | LI AUTO INC | LAAOF | 17,100 | $348,840 | 0.39% |
| 18 | NIO INC | NIOIF | 2,150 | $20,963 | 0.02% |