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Long Corridor Asset Management LTD

CIK:0001845501
Hedge Fund
$133M AUM
17 holdings
Hong Kong, K3, Hong Kong
Founded:2020
10 employees
Latest filing:Jun 30, 2025

Long Corridor Asset Management Ltd is a Hong Kong-based hedge fund and investment adviser founded in 2020. The firm specializes in public equities and seeks to generate absolute returns for institutional clients and high-net-worth individuals. It is registered with the SEC and has a small, specialized team managing substantial assets.

Investment Strategy

Long Corridor Asset Management Ltd focuses predominantly on public equities, utilizing a combination of long and short positions to achieve absolute returns. The fund typically concentrates a significant portion of its holdings in technology, pharmaceutical, and consumer sectors across global markets. The portfolio is actively managed via fundamental analysis, with an emphasis on high-conviction positions and risk management. The firm's strategy shows frequent portfolio rebalancing, tactical allocations to emerging opportunities, and dynamic sector rotation to capture alpha while mitigating downside risk.

Latest 13F Filing Activity

Long Corridor Asset Management LTD filed their most recent 13F report on Jun 30, 2025 disclosing 13 equity positions with a total 13F market value of $277M. The fund increased holdings in Meta Platforms Inc., Uber Technologies Inc., American Express Co. among other positions. Long Corridor Asset Management LTD reduced exposure to Netease Inc., Springworks Therapeutics Inc., Zto Express Cayman Inc. among others.

Top Buys
M
METAMETA PLATFORMS INC
+$12.2M
U
UBERUBER TECHNOLOGIES INC
+$12.0M
A
AXPAMERICAN EXPRESS CO
+$10.3M
C
CCLCARNIVAL CORP
+$9.8M
R
RBLXROBLOX CORP
+$8.6M
Top Sells
N
NYTNEW YORK TIMES CO
+$3.2M
N
NTESNETEASE INC
-$3.1M
S
SWTXSPRINGWORKS THERAPEUTICS INC
-$2.2M
Z
ZTOZTO EXPRESS CAYMAN INC
-$2.0M
E
EDUNEW ORIENTAL ED & TECHNOLOGY
-$1.8M

Top Holdings

M
METAMETA PLATFORMS INC
+11.3%$31.2M
U
UBERUBER TECHNOLOGIES INC
+10.9%$30.2M
A
AXPAMERICAN EXPRESS CO
+10.0%$27.8M
G
GOOGLALPHABET INC
+9.2%$25.4M
I
INCYINCYTE CORP
+5.4%$15.0M

Equity Positions (13)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
META PLATFORMS INC11.26%$31.2M42,300$299.03$738.09+$12.2M
UBER TECHNOLOGIES INC10.90%$30.2M324,000$77.53$93.30+$12.0M
AMERICAN EXPRESS CO10.01%$27.8M87,000$254.09$318.98+$10.3M
ALPHABET INC9.15%$25.4M144,000$142.73$176.23+$8.4M
INCYTE CORP5.40%$15.0M220,000$69.07$68.10+$1.7M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+31.1%
FINANCE SERVICES
+11.8%
SERVICES-PREPACKAGED SOFTWARE
+7.0%
SERVICES-BUSINESS SERVICES, NEC
+6.7%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+4.9%