13F HOLDINGS REPORT
Long Corridor Asset Management Ltd
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001845501-25-000009
Total Value
$244.8M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 165,000 | $40.1M | 16.39% |
| 2 | META PLATFORMS INC | META | 42,300 | $31.1M | 12.69% |
| 3 | AMERICAN EXPRESS CO | AXP | 87,000 | $28.9M | 11.80% |
| 4 | STRATEGY INC | STRD | 1,500,000 | $26.8M | 10.95% |
| 5 | UBER TECHNOLOGIES INC | UBER | 167,200 | $16.4M | 6.69% |
| 6 | ROBLOX CORP | RBLX | 96,800 | $13.4M | 5.48% |
| 7 | AMAZON COM INC | AMZN | 55,000 | $12.1M | 4.93% |
| 8 | AUTOHOME INC | ATHM | 420,359 | $12.0M | 4.90% |
| 9 | NIO INC | NIOIF | 10,500,000 | $11.2M | 4.58% |
| 10 | NEW YORK TIMES CO | NYT | 157,500 | $9.0M | 3.69% |
| 11 | NIO INC | NIOIF | 8,500,000 | $8.9M | 3.65% |
| 12 | CARNIVAL CORP | CUKPF | 250,000 | $7.2M | 2.95% |
| 13 | INCYTE CORP | INCY | 50,000 | $4.2M | 1.73% |
| 14 | ARM HOLDINGS PLC | 042068205 | 28,800 | $4.1M | 1.66% |
| 15 | BEONE MEDICINES LTD | BEIGF | 9,900 | $3.4M | 1.38% |
| 16 | GDS HLDGS LTD | GDHLF | 84,895 | $3.3M | 1.34% |
| 17 | HESAI GROUP | HSIGF | 100,000 | $2.8M | 1.15% |
| 18 | MINISO GROUP HLDG LTD | MSOGF | 105,250 | $2.4M | 0.97% |
| 19 | ZAI LAB LTD | ZLAB | 65,800 | $2.2M | 0.91% |
| 20 | SHARPLINK GAMING INC | SBET | 110,000 | $1.9M | 0.76% |
| 21 | BAIDU INC | BAIDF | 12,500 | $1.6M | 0.67% |
| 22 | CHAGEE HLDGS LTD | CHA | 66,300 | $1.1M | 0.45% |
| 23 | T-MOBILE US INC | TMUSZ | 2,700 | $646,326 | 0.26% |