LONG CORRIDOR ASSET MANAGEMENT LTD

PrivateCIK: 1845501
Location

HONG KONG, K3

38
Positions
$411.30M
Total AUM (reported)
98.01M
Total Shares

Allocation by class

TOTAL AUM$411.30M38 positions
COM$160.42M39.0%
CL A$48.01M11.7%
CAP STK CL A$41.41M10.1%
NOTE 3/0$26.28M6.4%
NOTE 4.625% 3/1$18.81M4.6%
NOTE 2.250% 6/1$15.37M3.7%
NOTE 6/0$14.74M3.6%

Portfolio Concentration

Top 326.0%4–1036.9%11–2533.1%Rest4.0%TOP 1062.9%0%100%
Top 3$106.96M26.0%
4–10$151.90M36.9%
11–25$135.94M33.1%
Rest$16.50M4.0%

Top 3 weight

26.0%

Top 10 weight

62.9%

Voting Authority Distribution

Total shares with voting rights: 98.01M

Sole

Full voting authority

98.01M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole38
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings38
Rows:

ALPHABET INC

SOLE
CAP STK CL A
Shares144K
TypeSH
Market value$41.41M
10.07%
Sole
144K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares169.15K
TypeSH
Market value$35.23M
8.57%
Sole
169.15K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares53K
TypeSH
Market value$30.32M
7.37%
Sole
53K
Shared
0.00
None
0.00

AMERICAN EXPRESS CO

SOLE
COM
Shares98K
TypeSH
Market value$29.64M
7.21%
Sole
98K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares75K
TypeSH
Market value$27.76M
6.75%
Sole
75K
Shared
0.00
None
0.00

STRATEGY INC

SOLE
NOTE 3/0
Shares30M
TypePRN
Market value$26.28M
6.39%
Sole
30M
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares268.30K
TypeSH
Market value$19.30M
4.69%
Sole
268.30K
Shared
0.00
None
0.00

IQIYI INC

SOLE
NOTE 4.625% 3/1
Shares20.70M
TypePRN
Market value$18.81M
4.57%
Sole
20.70M
Shared
0.00
None
0.00

STRATEGY INC

SOLE
NOTE 2.250% 6/1
Shares15M
TypePRN
Market value$15.37M
3.74%
Sole
15M
Shared
0.00
None
0.00

MARA HOLDINGS INC

SOLE
NOTE 6/0
Shares16M
TypePRN
Market value$14.74M
3.58%
Sole
16M
Shared
0.00
None
0.00

ADOBE INC

SOLE
COM
Shares55K
TypeSH
Market value$13.37M
3.25%
Sole
55K
Shared
0.00
None
0.00

AUTOHOME INC

SOLE
SP ADS RP CL A
Shares718.04K
TypeSH
Market value$12.47M
3.03%
Sole
718.04K
Shared
0.00
None
0.00

PITNEY BOWES INC

SOLE
COM
Shares1.12M
TypeSH
Market value$12.38M
3.01%
Sole
1.12M
Shared
0.00
None
0.00

NATURAL RESOURCE PARTNERS LP

SOLE
COM UNIT LTD PAR
Shares100K
TypeSH
Market value$12.10M
2.94%
Sole
100K
Shared
0.00
None
0.00

BLACK STONE MINERALS L P

SOLE
COM UNIT
Shares772K
TypeSH
Market value$11.67M
2.84%
Sole
772K
Shared
0.00
None
0.00

ROBLOX CORP

SOLE
CL A
Shares196.80K
TypeSH
Market value$11.13M
2.71%
Sole
196.80K
Shared
0.00
None
0.00

MOODYS CORP

SOLE
COM
Shares20K
TypeSH
Market value$8.72M
2.12%
Sole
20K
Shared
0.00
None
0.00

HESAI GROUP

SOLE
SPONSORED ADS
Shares445K
TypeSH
Market value$8.51M
2.07%
Sole
445K
Shared
0.00
None
0.00

BITMINE IMMERSION TECNOLOGIE

SOLE
COM NEW
Shares429.56K
TypeSH
Market value$8.50M
2.07%
Sole
429.56K
Shared
0.00
None
0.00

NIO INC

SOLE
NOTE 4.625%10/1
Shares8.50M
TypePRN
Market value$8.45M
2.05%
Sole
8.50M
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares80K
TypeSH
Market value$8.36M
2.03%
Sole
80K
Shared
0.00
None
0.00

NEW YORK TIMES CO MTN BE

SOLE
CL A
Shares78.30K
TypeSH
Market value$6.56M
1.59%
Sole
78.30K
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares11K
TypeSH
Market value$4.68M
1.14%
Sole
11K
Shared
0.00
None
0.00

WEIBO CORP

SOLE
SPONSORED ADR
Shares530K
TypeSH
Market value$4.64M
1.13%
Sole
530K
Shared
0.00
None
0.00

FORWARD INDUSTRIES INC

SOLE
COM NEW
Shares994.16K
TypeSH
Market value$4.40M
1.07%
Sole
994.16K
Shared
0.00
None
0.00
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