1y return+2.2%S&P 500 +20.9%
3y return+66.5%S&P 500 +68.5%
5y return+106.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2021: $206 against $174 in the S&P 500.2
Long Corridor Asset Management LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AMZNAmazon Com Inc | $40.3M | 14.6% | |
| GOOGLAlphabet Inc | $35.2M | 12.8% | −31.5% |
| AXPAmerican Express Co | $21.3M | 7.7% | −35.7% |
| Grab Holdings LimitedCUSIP G4124C109 | $17.6M | 6.4% | New |
| ATHMAutohome Inc | $12.8M | 4.6% | −6.4% |
| BSMBlack Stone Minerals L P | $12.3M | 4.5% | +14.0% |
| SPGIS&p Global Inc | $12.2M | 4.4% | +172.7% |
| NRPNatural Resource Partners LP | $11.6M | 4.2% | +20.0% |
| AVGOBroadcom Inc | $11.3M | 4.1% | New |
| RBLXRoblox Corp | $11.2M | 4.1% | +5.1% |
| ADBEAdobe Inc | $10.0M | 3.6% | −10.9% |
| MCOMoodys Corp | $9.1M | 3.3% | |
| AMDAdvanced Micro Devices Inc | $8.7M | 3.2% | New |
| HSAIHesai Group | $8.1M | 2.9% | |
| NOWServicenow Inc | $6.5M | 2.3% | −18.8% |
| Alphabet IncCUSIP 02079K404 | $5.6M | 2.0% | New |
| Alphabet IncCUSIP 02079K602 | $5.5M | 2.0% | New |
| NYTNew York Times Co Mtn Be | $5.5M | 2.0% | |
| FWDIForward Industries Inc | $4.2M | 1.5% | |
| WBWeibo Corp | $3.6M | 1.3% | −5.7% |
| PLABPhotronics Inc | $3.6M | 1.3% | New |
| VEEVVeeva Sys Inc | $3.5M | 1.3% | −20.0% |
| CLSCelestica Inc | $2.9M | 1.1% | New |
| UBERUber Technologies Inc | $2.9M | 1.0% | −85.1% |
| Schmid Group N.v.CUSIP N68722102 | $2.8M | 1.0% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | December 31, 2022 | +305.0% | $35.2M |
| AXPAmerican Express Co | March 31, 2022 | +80.9% | $21.3M |
| NYTNew York Times Co Mtn Be | December 31, 2020 | +35.2% | $5.5M |
| AMZNAmazon Com Inc | June 30, 2025 | +8.6% | $40.3M |
| MCOMoodys Corp | March 31, 2026 | +3.8% | $9.1M |
| VEEVVeeva Sys Inc | March 31, 2026 | +1.0% | $3.5M |
| COYACoya Therapeutics Inc | December 31, 2025 | +0.9% | $227K |
| UBERUber Technologies Inc | March 31, 2025 | −1.0% | $2.9M |
| SPGIS&p Global Inc | March 31, 2026 | −4.3% | $12.2M |
| FWDIForward Industries Inc | March 31, 2026 | −4.7% | $4.2M |
Sold off last quarter
- METAMeta Platforms Inc was $30.3M
- MSFTMicrosoft Corp was $27.8M
- PBIPitney Bowes Inc was $12.4M
- BMNRBitmine Immersion Tecnologie was $8.5M
- NTESNetease Com Inc was $2.0M
- ONCBeone Medicines Ltd was $1.8M
- YMMFull Truck Alliance Co Ltd was $1.2M
- JDJd.com Inc was $1.1M
- BIDUBaidu Inc was $1.0M
- NIONio Inc was $476K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +4.6% | +14.8% |
| March 31, 2026 | −13.2% | −4.6% |
| December 31, 2025 | −0.3% | +2.4% |
| September 30, 2025 | +12.8% | +7.8% |
| June 30, 2025 | +17.5% | +10.5% |
| March 31, 2025 | +0.3% | −4.6% |
| December 31, 2024 | +1.9% | +2.1% |
| September 30, 2024 | +22.1% | +5.4% |
| June 30, 2024 | +2.7% | +4.0% |
| March 31, 2024 | +6.1% | +10.0% |
| December 31, 2023 | +1.4% | +11.2% |
| September 30, 2023 | +0.6% | −3.6% |
| June 30, 2023 | −1.4% | +8.3% |
| March 31, 2023 | +24.8% | +7.0% |
| December 31, 2022 | −3.0% | +7.1% |
| September 30, 2022 | −8.9% | −5.3% |
| June 30, 2022 | +4.2% | −16.5% |
| March 31, 2022 | −5.0% | −4.9% |
| December 31, 2021 | +67.7% | +10.7% |
| September 30, 2021 | −31.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Long Corridor Asset Management Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1845501&type=13F-HR&dateb=&owner=include&count=40CIK 1845501
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1845501/000184550126000004/Filed August 12, 2026 · accession 0001845501-26-000004