13F HOLDINGS REPORT
Long Corridor Asset Management Ltd
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001845501-26-000002
Total Value
$1.54B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MARA HOLDINGS INC | MARA | 16,000,000 | $1.34B | 86.75% |
| 2 | ALPHABET INC | GOOG | 144,000 | $45.1M | 2.92% |
| 3 | META PLATFORMS INC | META | 45,300 | $29.9M | 1.94% |
| 4 | AMERICAN EXPRESS CO | AXP | 69,000 | $25.5M | 1.65% |
| 5 | UBER TECHNOLOGIES INC | UBER | 223,200 | $18.2M | 1.18% |
| 6 | STRATEGY INC | STRD | 15,000,000 | $16.7M | 1.08% |
| 7 | ROBLOX CORP | RBLX | 167,600 | $13.6M | 0.88% |
| 8 | AMAZON COM INC | AMZN | 54,150 | $12.5M | 0.81% |
| 9 | HESAI GROUP | HSIGF | 370,000 | $8.3M | 0.54% |
| 10 | CARNIVAL CORP | CUKPF | 250,000 | $7.6M | 0.49% |
| 11 | NIO INC | NIOIF | 8,500,000 | $7.5M | 0.49% |
| 12 | FOX CORP | FOX | 89,330 | $5.8M | 0.38% |
| 13 | AUTOHOME INC | ATHM | 134,423 | $3.0M | 0.19% |
| 14 | NEW YORK TIMES CO | NYT | 41,300 | $2.9M | 0.19% |
| 15 | BEONE MEDICINES LTD | BEIGF | 7,731 | $2.3M | 0.15% |
| 16 | MINISO GROUP HLDG LTD | MSOGF | 105,250 | $2.0M | 0.13% |
| 17 | BAIDU INC | BAIDF | 12,500 | $1.6M | 0.11% |
| 18 | ZAI LAB LTD | ZLAB | 65,800 | $1.2M | 0.08% |
| 19 | GDS HLDGS LTD | GDHLF | 17,425 | $608,133 | 0.04% |
| 20 | COYA THERAPEUTICS INC | COYA | 38,766 | $224,843 | 0.01% |