Long Corridor Asset Management Ltd

Q3 2026 13F-HR Holdings

Location
Hong Kong, K3
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
32
Total value ($000)
$329,348
Net value change ($000)
-2,130 (-0.6%)
New positions
5
Sold out positions
8
Turnover %
19.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
UBER 17,701 613.3%
AMD 13,921 159.8%
ZCSH 9,663 NEW
AMAT 5,625 NEW
AMKR 5,448 NEW
AMZN 1,829 4.5%
ADBE 1,711 17.0%
BABA 1,613 NEW
LRCX 1,577 NEW
NRP 1,408 12.1%
Top Reduces (Value $000, Stocks/ETFs)
GRAB HOLDINGS LIMITED -17,648 -100.0%
FWDI -4,195 -100.0%
VEEV -3,549 -100.0%
ATHM -2,970 -23.2%
SHMD -2,760 -100.0%
TONX -2,619 -100.0%
RBLX -2,484 -22.1%
AXP -2,152 -10.1%
HSAI -2,047 -25.2%
GOOGL -1,310 -3.7%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type