Long Corridor Asset Management Ltd
CIK: 0001845501SEC EDGAR →
Portfolio Value
$1.5B
Holdings
20
As of
Q4 2025
New Positions
8
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MARA HOLDINGS INC | 16,000,000 | $1.3B | 86.75% |
| 2 | ALPHABET INC | 144,000 | $45.1M | 2.92% |
| 3 | META PLATFORMS INC | 45,300 | $29.9M | 1.94% |
| 4 | AMERICAN EXPRESS CO | 69,000 | $25.5M | 1.65% |
| 5 | UBER TECHNOLOGIES INC | 223,200 | $18.2M | 1.18% |
| 6 | STRATEGY INC | 15,000,000 | $16.7M | 1.08% |
| 7 | ROBLOX CORP | 167,600 | $13.6M | 0.88% |
| 8 | AMAZON COM INC | 54,150 | $12.5M | 0.81% |
| 9 | HESAI GROUP | 370,000 | $8.3M | 0.54% |
| 10 | CARNIVAL CORP | 250,000 | $7.6M | 0.49% |
Quarterly Changes
Top Buys
META↑ Increased
$31.0B
MSTR 2.25 06/15/32↑ Increased
$26.8B
UBER↑ Increased
$16.4B
RBLX↑ Increased
$13.4B
HSAI↑ Increased
$2.8B
Top Sells
GOOGL↓ Decreased
$40.1B
AXP↓ Decreased
$28.9B
AMZN↓ Decreased
$12.1B
ATHM↓ Decreased
$12.0B
NIO 3.875 10/15/29CLOSED
$11.2B
New Positions (3)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 4 | $1.4B | 88.4% |
| Communication Services | 5 | $86.6M | 5.6% |
| Technology | 3 | $32.4M | 2.1% |
| Consumer Cyclical | 4 | $30.4M | 2.0% |
| Financial Services | 1 | $25.5M | 1.7% |
| Healthcare | 3 | $3.7M | 0.2% |