Long Corridor Asset Management as of June 30, 2026
Portfolio Holdings for Long Corridor Asset Management
Long Corridor Asset Management holds 35 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 12.2 | $40M | 169k | 238.34 | |
| Alphabet Cap Stk Cl A (GOOGL) | 10.6 | $35M | 99k | 357.37 | |
| Qfin Holdings Note 0.500% 4/0 (Principal) | 6.5 | $21M | 24M | 0.89 | |
| American Express Company (AXP) | 6.4 | $21M | 63k | 338.25 | |
| Iqiyi Note 4.625% 3/1 (Principal) | 6.3 | $21M | 23M | 0.92 | |
| Grab Holdings Class A Ord (GRAB) | 5.3 | $18M | 4.7M | 3.77 | |
| Finvolution Group Note 2.500% 7/0 (Principal) | 4.0 | $13M | 15M | 0.88 | |
| Autohome Sp Ads Rp Cl A (ATHM) | 3.9 | $13M | 672k | 19.03 | |
| Black Stone Minerals Com Unit (BSM) | 3.7 | $12M | 880k | 13.97 | |
| S&p Global (SPGI) | 3.7 | $12M | 30k | 407.26 | |
| Natural Resource Partners Com Unit Ltd Par (NRP) | 3.5 | $12M | 120k | 97.00 | |
| Broadcom (AVGO) | 3.4 | $11M | 30k | 377.75 | |
| Roblox Corp Cl A (RBLX) | 3.4 | $11M | 207k | 54.38 | |
| Adobe Systems Incorporated (ADBE) | 3.0 | $10M | 49k | 205.02 | |
| Moody's Corporation (MCO) | 2.7 | $9.1M | 20k | 452.92 | |
| Advanced Micro Devices (AMD) | 2.6 | $8.7M | 15k | 580.91 | |
| Hesai Group Sponsored Ads (HSAI) | 2.4 | $8.1M | 445k | 18.22 | |
| Servicenow (NOW) | 1.9 | $6.5M | 65k | 99.28 | |
| Alphabet Dep Shs Rp1/20 A | 1.7 | $5.6M | 110k | 50.89 | |
| Alphabet Dep Shs Rp1/20 B | 1.7 | $5.5M | 110k | 50.30 | |
| New York Times Co Mtn Be Cl A (NYT) | 1.7 | $5.5M | 78k | 69.98 | |
| Forward Industries Com New (FWDI) | 1.3 | $4.2M | 994k | 4.22 | |
| Weibo Corp Sponsored Adr (WB) | 1.1 | $3.6M | 500k | 7.26 | |
| Photronics (PLAB) | 1.1 | $3.6M | 110k | 32.53 | |
| Veeva Sys Cl A Com (VEEV) | 1.1 | $3.5M | 20k | 177.47 | |
| Celestica (CLS) | 0.9 | $2.9M | 8.0k | 364.80 | |
| Uber Technologies (UBER) | 0.9 | $2.9M | 40k | 72.16 | |
| Schmid Group Euro Shs Cl A (SHMD) | 0.8 | $2.8M | 441k | 6.26 | |
| Verb Technology (TONX) | 0.8 | $2.6M | 1.0M | 2.55 | |
| Navitas Semiconductor Corp-a (NVTS) | 0.5 | $1.8M | 100k | 17.92 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 0.3 | $1.0M | 46k | 22.38 | |
| H World Group Sponsored Ads (HTHT) | 0.3 | $960k | 23k | 41.72 | |
| Yum China Holdings (YUMC) | 0.2 | $817k | 20k | 40.87 | |
| Coya Therapeutics Common Stock (COYA) | 0.1 | $227k | 39k | 5.85 | |
| Iqiyi Sponsored Ads (IQ) | 0.0 | $119k | 115k | 1.04 |
