Long Corridor Asset Management portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 12, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Long Corridor Asset Management reported a $276M portfolio of 30 companies (32 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are GOOGL, AMZN, AXP. During the quarter it opened Grab Holdings and Broadcom and exited Meta Platforms and Microsoft.
Sections with a free account
What changed this quarter
32 positions with a change (9 new, 4 added to, 8 trimmed, 11 sold); also, 2 entered through an IPO. 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
It started trading this quarter: it appears in a 13F for the first time. The filing does not say whether the manager already held it before the listing, so it is not counted as a purchase.
- Meta Platforms−9.3 ppof portfolioSold out9.3% → —
- Microsoft−8.5 ppof portfolioSold out8.5% → —
- Grab Holdings+5.4 ppof portfolioNew— → 6.4%
- Uber Technologies−85%fewer sharesReduced5.9% → 1.0%
- Alphabet−32%fewer sharesReduced12.7% → 12.8%
- Pitney Bowes−3.8 ppof portfolioSold out3.8% → —
- American Express−36%fewer sharesReduced9.1% → 7.7%
- Broadcom+3.5 ppof portfolioNew— → 4.1%
- Advanced Micro Devices+2.7 ppof portfolioNew— → 3.2%
- Bitmine Immersion Technologies−2.6 ppof portfolioSold out2.6% → —
- S&P Global+173%more sharesIncreased1.4% → 4.4%
- Photronics+1.1 ppof portfolioNew— → 1.3%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- AlphabetGOOGL16.8%
- Amazon.comAMZN14.6%
- American ExpressAXP7.7%
- GRAB HoldingsGRAB6.4%
- AutohomeATHM4.6%
- Black Stone MineralsBSM4.5%
- S&P GlobalSPGI4.4%
- Natural Resource PartnersNRP4.2%
- BroadcomAVGO4.1%
- RobloxRBLX4.1%
- AdobeADBE3.6%
- Moody'sMCO3.3%
- Advanced Micro DevicesAMD3.2%
- Hesai GroupHSAI2.9%
- ServiceNowNOW2.3%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Communication Services 23%
- ● Financials 18%
- ● Information Technology 18%
- ● Consumer Discretionary 15%
- ● Industrials 12%
- ● Energy 4%
- ● Materials 4%
- ● No sector 4%
- ● Health Care 1%
How its portfolio changed (8 quarters)
Q2 2026: 32
Q2 2026: 67%
Q2 2026: 32.2%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Mar 26, 2026 (medium confidence).
The data, as reported: LONG CORRIDOR ASSET MANAGEMENT LIMITED (CRD 305305): Exempt reporting adviser to private funds, based in Hong Kong; 7.B private funds: 1 hedge (gross assets $1.3 bn)
The type comes from a rule applied to that data. If it looks wrong, tell us.
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