Long Corridor Asset Management Ltd

Q1 2026 13F-HR Holdings

Location
Hong Kong, K3
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
38
Total value ($000)
$411,296
Net value change ($000)
-1,132,433 (-73.4%)
New positions
20
Sold out positions
5
Turnover %
44.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 27,763 NEW
AMZN 22,730 181.9%
ADBE 13,369 NEW
PBI 12,376 NEW
NRP 12,100 NEW
BSM 11,673 NEW
ATHM 9,480 316.8%
MCO 8,725 NEW
BMNR 8,497 NEW
NOW 8,364 NEW
Top Reduces (Value $000, Stocks/ETFs)
CCL -7,635 -100.0%
FOXA -5,800 -100.0%
GOOGL -3,663 -8.1%
RBLX -2,450 -18.0%
MNSO -1,973 -100.0%
ZLAB -1,161 -100.0%
BIDU -630 -38.6%
GDS -608 -100.0%
ONC -561 -23.9%
COYA -72 -32.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type