Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Long Corridor Asset Management Ltd (CIK 1845501) reported $411.3M across 34 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($41.4M, 10.07%), AMZN ($35.2M, 8.57%), META ($30.3M, 7.37%), AXP ($29.6M, 7.21%), MSFT ($27.8M, 6.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $41.4M | 10.07% | 144,000 | Hold |
| 2 | AMZN | AMAZON COM INC | $35.2M | 8.57% | 169,150 | Added |
| 3 | META | META PLATFORMS INC | $30.3M | 7.37% | 53,000 | Added |
| 4 | AXP | AMERICAN EXPRESS CO | $29.6M | 7.21% | 98,000 | Added |
| 5 | MSFT | MICROSOFT CORP | $27.8M | 6.75% | 75,000 | New |
| 6 | MSTR | STRATEGY INC | $26.3M | 6.39% | 30.0M | New |
| 7 | UBER | UBER TECHNOLOGIES INC | $19.3M | 4.69% | 268,300 | Added |
| 8 | IQ | IQIYI INC | $18.8M | 4.57% | 20.7M | New |
| 9 | MSTR | STRATEGY INC | $15.4M | 3.74% | 15.0M | Hold |
| 10 | MARA | MARA HOLDINGS INC | $14.7M | 3.58% | 16.0M | Hold |
| 11 | ADBE | ADOBE INC | $13.4M | 3.25% | 55,000 | New |
| 12 | ATHM | AUTOHOME INC | $12.5M | 3.03% | 718,038 | Added |
| 13 | PBI | PITNEY BOWES INC | $12.4M | 3.01% | 1.1M | New |
| 14 | NRP | NATURAL RESOURCE PARTNERS LP | $12.1M | 2.94% | 100,000 | New |
| 15 | BSM | BLACK STONE MINERALS L P | $11.7M | 2.84% | 772,000 | New |
| 16 | RBLX | ROBLOX CORP | $11.1M | 2.71% | 196,800 | Added |
| 17 | MCO | MOODYS CORP | $8.7M | 2.12% | 20,000 | New |
| 18 | HSAI | HESAI GROUP | $8.5M | 2.07% | 445,000 | Added |
| 19 | BMNRD | BITMINE IMMERSION TECNOLOGIE | $8.5M | 2.07% | 429,565 | New |
| 20 | NIO | NIO INC | $8.4M | 2.05% | 8.5M | Hold |
| 21 | NOW | SERVICENOW INC | $8.4M | 2.03% | 80,000 | New |
| 22 | NYT | NEW YORK TIMES CO MTN BE | $6.6M | 1.59% | 78,300 | Added |
| 23 | SPGI | S&P GLOBAL INC | $4.7M | 1.14% | 11,000 | New |
| 24 | WB | WEIBO CORP | $4.6M | 1.13% | 530,000 | New |
| 25 | FORWARD INDUSTRIES INC | $4.4M | 1.07% | 994,164 | New |
Source: SEC Form 13F filings · as of 2026-03-31