13F HOLDINGS REPORT
Long Corridor Asset Management Ltd
Quarter ended Q4 2023 · Filed October 30, 2023 · Accession 0001845501-23-000004
Total Value
$114.2M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IQIYI INC | IQ | 36,483,000 | $34.2M | 29.91% |
| 2 | BILIBILI INC | BLBLF | 23,000,000 | $20.6M | 18.03% |
| 3 | ALIBABA GROUP HLDG LTD | BBAAY | 149,441 | $13.0M | 11.35% |
| 4 | META PLATFORMS INC | META | 40,000 | $12.0M | 10.52% |
| 5 | WEIBO CORP | WEIBF | 620,000 | $7.8M | 6.81% |
| 6 | VNET GROUP INC | VNET | 9,500,000 | $7.5M | 6.55% |
| 7 | ALPHABET INC | GOOG | 40,000 | $5.2M | 4.58% |
| 8 | AMERICAN EXPRESS CO | AXP | 30,000 | $4.5M | 3.92% |
| 9 | SEA LTD | SE | 60,000 | $2.6M | 2.31% |
| 10 | BAIDU INC | BAIDF | 15,000 | $2.0M | 1.76% |
| 11 | NEW YORK TIMES CO | NYT | 30,000 | $1.2M | 1.08% |
| 12 | MINISO GROUP HLDG LTD | MSOGF | 40,000 | $1.0M | 0.91% |
| 13 | YUM CHINA HLDGS INC | YUMC | 17,000 | $947,240 | 0.83% |
| 14 | BEIGENE LTD | BEIGF | 4,907 | $882,622 | 0.77% |
| 15 | ZAI LAB LTD | ZLAB | 31,000 | $753,610 | 0.66% |