13F HOLDINGS REPORT
Long Corridor Asset Management Ltd
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001845501-25-000004
Total Value
$136.6M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 33,000 | $19.0M | 13.92% |
| 2 | UBER TECHNOLOGIES INC | UBER | 250,000 | $18.2M | 13.33% |
| 3 | AMERICAN EXPRESS CO | AXP | 65,000 | $17.5M | 12.80% |
| 4 | ALPHABET INC | GOOG | 110,000 | $17.0M | 12.45% |
| 5 | INCYTE CORP | INCY | 220,000 | $13.3M | 9.75% |
| 6 | BEIGENE LTD | BEIGF | 37,000 | $10.1M | 7.37% |
| 7 | AUTOHOME INC | ATHM | 323,083 | $9.0M | 6.56% |
| 8 | NIO INC | NIOIF | 8,000,000 | $5.6M | 4.07% |
| 9 | SEA LTD | SE | 40,000 | $5.2M | 3.82% |
| 10 | NEW YORK TIMES CO | NYT | 90,000 | $4.5M | 3.27% |
| 11 | ROBLOX CORP | RBLX | 75,000 | $4.4M | 3.20% |
| 12 | NETEASE INC | NETTF | 30,000 | $3.1M | 2.26% |
| 13 | NEWS CORP NEW | NWSLL | 88,393 | $2.4M | 1.76% |
| 14 | SPRINGWORKS THERAPEUTICS INC | 85205L107 | 50,000 | $2.2M | 1.62% |
| 15 | ZTO EXPRESS CAYMAN INC | ZTOEF | 100,000 | $2.0M | 1.45% |
| 16 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 38,000 | $1.8M | 1.33% |
| 17 | MELCO RESORTS AND ENTMNT LTD | 585464100 | 136,194 | $717,742 | 0.53% |
| 18 | BILIBILI INC | BLBLF | 36,500 | $697,515 | 0.51% |