LC
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Long Corridor Asset Management Ltd13F | |
| Long Corridor Asset Management Ltd | |
| Last update 2025-05-13 | 17 Stocks (9 new) |
| Value $131.00 Mil | Turnover 44 % |
Long Corridor Asset Management... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 33,000 | 19,019.9 | 0% | 14.510 | 0% | 0.000 | +40.99% | +20.58% | 1,772,123.0 | Interactive Media | |
UBER | Uber Technologies Inc | 250,000 | 18,215.0 | New Holding | 13.900 | +13.90% | 0.010 | +23.31% | +52.17% | 191,948.3 | Software | |
AXP | American Express Co | 65,000 | 17,488.3 | +160.00% | 13.340 | +8.21% | 0.010 | +20.79% | +3.32% | 211,645.6 | Credit Services | |
GOOGL | Alphabet Inc | 110,000 | 17,010.4 | 0% | 12.980 | 0% | 0.000 | +26.47% | +1.32% | 2,326,066.7 | Interactive Media | |
INCY | Incyte Corp | 220,000 | 13,321.0 | -33.33% | 10.160 | -6.61% | 0.110 | +20.08% | -0.25% | 13,337.0 | Biotechnology | |
ONC | BeiGene Ltd | 37,000 | 10,070.3 | +101.09% | 7.680 | +3.86% | 0.030 | +16.94% | +60.03% | 32,791.9 | Biotechnology | |
ATHM | Autohome Inc | 323,083 | 8,955.9 | New Holding | 6.830 | +6.83% | 0.270 | 0% | +6.44% | 3,271.3 | Interactive Media | |
SE | Sea Ltd | 40,000 | 5,219.6 | -20.00% | 3.980 | -0.92% | 0.010 | +30.63% | +45.92% | 91,656.5 | Retail - Cyclical | |
NYT | New York Times Co | 90,000 | 4,464.0 | 0% | 3.410 | 0% | 0.060 | +6.99% | +3.65% | 8,715.0 | Media - Diversified | |
RBLX | Roblox Corp | 75,000 | 4,371.8 | New Holding | 3.340 | +3.34% | 0.010 | +93.40% | +107.74% | 81,529.8 | Interactive Media |
Long Corridor Asset Management Ltd's Historical Top Holdings Breakdowns
Long Corridor Asset Management Ltd's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UBER | Uber Technologies Inc | 2025-03-31 | New Buy New Buy | +13.90% | 63.17 ($72.04) 81.49 | $91.79 | 27.42% | New holding | 250,000 | 250,000 | |
BABA | Alibaba Group Holding Ltd | 2025-03-31 | Sold Out Sold Out | -8.86% | 80.53 ($115.31) 147.57 | $120.71 | 4.68% | Sold Out | 0 | -120,000 | |
AXP | American Express Co | 2025-03-31 | Add Add | +8.21% | 255.39 ($295.58) 325.87 | $304.14 | 2.90% | Add 160% | 65,000 | 40,000 | |
ATHM | Autohome Inc | 2025-03-31 | New Buy New Buy | +6.83% | 25.21 ($28.4) 31.07 | $27.62 | -2.75% | New holding | 323,083 | 323,083 | |
INCY | Incyte Corp | 2025-03-31 | Reduce Reduce | -6.61% | 60 ($69.73) 75.26 | $68.90 | -1.19% | Reduce -33.33% | 220,000 | -110,000 | |
BIDU | Baidu Inc | 2025-03-31 | Sold Out Sold Out | -4.40% | 77.43 ($89.77) 102.51 | $92.45 | 2.99% | Sold Out | 0 | -60,000 | |
ONC | BeiGene Ltd | 2025-03-31 | Add Add | +3.86% | 175.1 ($233.79) 278.38 | $295.59 | 26.43% | Add 101.09% | 37,000 | 18,600 | |
CCL | Carnival Corp | 2025-03-31 | Sold Out Sold Out | -3.80% | 19.08 ($23.78) 28.49 | $29.89 | 25.69% | Sold Out | 0 | -175,000 | |
ZG | Zillow Group Inc | 2025-03-31 | Sold Out Sold Out | -3.66% | 66.41 ($73.92) 85.29 | $77.17 | 4.40% | Sold Out | 0 | -59,395 | |
RBLX | Roblox Corp | 2025-03-31 | New Buy New Buy | +3.34% | 53.77 ($62.86) 75.47 | $120.20 | 91.22% | New holding | 75,000 | 75,000 |
Long Corridor Asset Management Ltd Total Holding History ($B)
Long Corridor Asset Management Ltd's Asset Allocation
Long Corridor Asset Management Ltd Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Long Corridor Asset Management Ltd's Hypothetical Growth since 2025-03-31
Long Corridor Asset Management Ltd's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Long Corridor Asset Management Ltd's Holdings Heat Map
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Long Corridor Asset Management Ltd's Holdings Bubble Chart
Long Corridor Asset Management Ltd News
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