13F HOLDINGS REPORT
Long Corridor Asset Management Ltd
Quarter ended Q2 2023 · Filed May 5, 2023 · Accession 0001845501-23-000002
Total Value
$83.2M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IQIYI INC | IQ | 30,483,000 | $25.1M | 30.15% |
| 2 | META PLATFORMS INC | META | 50,000 | $10.6M | 12.73% |
| 3 | ALIBABA GROUP HLDG LTD | BBAAY | 102,538 | $10.5M | 12.59% |
| 4 | SEA LTD | SE | 105,000 | $9.1M | 10.92% |
| 5 | VNET GROUP INC | VNET | 9,500,000 | $7.6M | 9.13% |
| 6 | AMERICAN EXPRESS CO | AXP | 30,000 | $4.9M | 5.95% |
| 7 | ALPHABET INC | GOOG | 40,000 | $4.1M | 4.99% |
| 8 | KE HLDGS INC | BEKE | 182,100 | $3.4M | 4.12% |
| 9 | BAIDU INC | BAIDF | 11,825 | $1.8M | 2.14% |
| 10 | NEW YORK TIMES CO | NYT | 30,000 | $1.2M | 1.40% |
| 11 | GDS HLDGS LTD | GDHLF | 60,700 | $1.1M | 1.36% |
| 12 | YUM CHINA HLDGS INC | YUMC | 17,000 | $1.1M | 1.29% |
| 13 | BEIGENE LTD | BEIGF | 4,430 | $954,798 | 1.15% |
| 14 | FULL TRUCK ALLIANCE CO LTD | YMM | 100,000 | $761,000 | 0.91% |
| 15 | ZAI LAB LTD | ZLAB | 16,000 | $532,160 | 0.64% |
| 16 | LI AUTO INC | LAAOF | 17,100 | $426,645 | 0.51% |