Long Corridor Asset Management Ltd holds a focused book of 35 stocks worth $331.5M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Qfin Holdings Inc and trimmed Alphabet Inc-CL A. Their largest long position is Amazon.com Inc at 12% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
80% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Long Corridor Asset Management Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 46 / 35 | $173.6B |
| MORGAN STANLEY | 45 / 35 | $189.9B |
| BlackRock, Inc. | 44 / 35 | $815.4B |
| GOLDMAN SACHS GROUP INC | 44 / 35 | $86.5B |
| STATE STREET CORP | 42 / 35 | $505.2B |
| BANK OF AMERICA CORP /DE/ | 42 / 35 | $104.5B |
| JANE STREET GROUP, LLC | 42 / 35 | $5.0B |
| UBS Group AG | 41 / 35 | $47.1B |
Ranked by how many of Long Corridor Asset Management Ltd's top 35 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $40.3M | 169.2K | 12.2% | —Held | |
| 2 | Alphabet Inc CAP STK CL A | $35.2M | 98.6K | 10.6% | ▼−32% Reduced · −45K sh | |
| 3 | Qfin Holdings Inc NOTE 0.500% 4/0 | $21.4M | 24.00M | 6.5% | ▲New New position | |
| 4 | American Express Co COM | $21.3M | 63.0K | 6.4% | ▼−36% Reduced · −35K sh | |
| 5 | Iqiyi Inc NOTE 4.625% 3/1 | $20.8M | 22.70M | 6.3% | ▲+9.7% Added · +2.0M sh | |
| 6 | Grab Holdings Limited CLASS A ORD | $17.6M | 4.68M | 5.3% | ▲New New position | |
| 7 | Finvolution Group NOTE 2.500% 7/0 | $13.2M | 15.00M | 4.0% | ▲New New position | |
| 8 | Autohome Inc SP ADS RP CL A | $12.8M | 672.1K | 3.9% | ▼−6.4% Reduced · −46K sh | |
| 9 | Black Stone Minerals L P COM UNIT | $12.3M | 880.0K | 3.7% | ▲+14% Added · +108K sh | |
| 10 | S&P Global Inc COM | $12.2M | 30.0K | 3.7% | ▲+173% Added · +19K sh | |
| 11 | Natural Resource Partners LP COM UNIT LTD PAR | $11.6M | 120.0K | 3.5% | ▲+20% Added · +20K sh | |
| 12 | Broadcom Inc COM | $11.3M | 30.0K | 3.4% | ▲New New position | |
| 13 | Roblox Corp CL A | $11.2M | 206.8K | 3.4% | ▲+5.1% Added · +10K sh | |
| 14 | Adobe Inc COM | $10.0M | 49.0K | 3.0% | ▼−11% Reduced · −6K sh | |
| 15 | Moodys Corp COM | $9.1M | 20.0K | 2.7% | —Held | |
| 16 | Advanced Micro Devices Inc COM | $8.7M | 15.0K | 2.6% | ▲New New position | |
| 17 | Hesai Group SPONSORED ADS | $8.1M | 445.0K | 2.4% | —Held | |
| 18 | Servicenow Inc COM | $6.5M | 65.0K | 1.9% | ▼−19% Reduced · −15K sh | |
| 19 | Alphabet Inc DEP SHS RP1/20 A | $5.6M | 110.0K | 1.7% | ▲New New position | |
| 20 | Alphabet Inc DEP SHS RP1/20 B | $5.5M | 110.0K | 1.7% | ▲New New position | |
| 21 | New York Times Co MTN Be CL A | $5.5M | 78.3K | 1.7% | —Held | |
| 22 | Forward Industries Inc COM NEW | $4.2M | 994.2K | 1.3% | —Held | |
| 23 | Weibo Corp SPONSORED ADR | $3.6M | 500.0K | 1.1% | ▼−5.7% Reduced · −30K sh | |
| 24 | Photronics Inc COM | $3.6M | 110.0K | 1.1% | ▲New New position | |
| 25 | Veeva Sys Inc CL A COM | $3.5M | 20.0K | 1.1% | ▼−20% Reduced · −5K sh | |
| 26 | Celestica Inc COM | $2.9M | 8.0K | 0.9% | ▲New New position | |
| 27 | Uber Technologies Inc COM | $2.9M | 40.0K | 0.9% | ▼−85% Reduced · −228K sh | |
| 28 | Schmid Group N.V. EURO SHS CL A | $2.8M | 440.8K | 0.8% | ▲New New position | |
| 29 | Ton Strategy Co COM | $2.6M | 1.03M | 0.8% | ▲New New position | |
| 30 | Navitas Semiconductor Corp COM | $1.8M | 100.0K | 0.5% | ▲New New position | |
| 31 | Zto Express Cayman Inc SPONSORED ADS A | $1.0M | 46.0K | 0.3% | —Held | |
| 32 | H World Group Ltd SPONSORED ADS | $960K | 23.0K | 0.3% | —Held | |
| 33 | Yum China Hldgs Inc COM | $817K | 20.0K | 0.2% | —Held | |
| 34 | Coya Therapeutics Inc COMMON STOCK | $227K | 38.8K | 0.1% | —Held | |
| 35 | Iqiyi Inc SPONSORED ADS | $119K | 114.9K | 0.0% | ▲New New position |
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As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.