13F HOLDINGS REPORT
Long Corridor Asset Management Ltd
Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0001845501-23-000003
Total Value
$93.2M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IQIYI INC | IQ | 36,483,000 | $34.4M | 36.90% |
| 2 | META PLATFORMS INC | META | 45,000 | $12.9M | 13.86% |
| 3 | ALIBABA GROUP HLDG LTD | BBAAY | 137,441 | $11.5M | 12.29% |
| 4 | VNET GROUP INC | VNET | 9,500,000 | $7.4M | 7.95% |
| 5 | AMERICAN EXPRESS CO | AXP | 30,000 | $5.2M | 5.61% |
| 6 | ALPHABET INC | GOOG | 40,000 | $4.8M | 5.14% |
| 7 | KE HLDGS INC | BEKE | 282,100 | $4.2M | 4.50% |
| 8 | SEA LTD | SE | 60,000 | $3.5M | 3.74% |
| 9 | WEIBO CORP | WEIBF | 225,000 | $2.9M | 3.17% |
| 10 | BAIDU INC | BAIDF | 11,825 | $1.6M | 1.74% |
| 11 | NEW YORK TIMES CO | NYT | 30,000 | $1.2M | 1.27% |
| 12 | YUM CHINA HLDGS INC | YUMC | 17,000 | $960,500 | 1.03% |
| 13 | BEIGENE LTD | BEIGF | 4,430 | $789,869 | 0.85% |
| 14 | MINISO GROUP HLDG LTD | MSOGF | 40,000 | $679,600 | 0.73% |
| 15 | LI AUTO INC | LAAOF | 17,100 | $600,210 | 0.64% |
| 16 | ZAI LAB LTD | ZLAB | 16,000 | $443,680 | 0.48% |
| 17 | GDS HLDGS LTD | GDHLF | 10,475 | $115,120 | 0.12% |