LONG CORRIDOR ASSET MANAGEMENT LTD

PrivateCIK: 1845501
Location

HONG KONG, K3

35
Positions
$331.48M
Total AUM (reported)
73.03M
Total Shares

Allocation by class

TOTAL AUM$331.48M35 positions
COM$134.06M40.4%
CAP STK CL A$35.24M10.6%
NOTE 0.500% 4/0$21.40M6.5%
NOTE 4.625% 3/1$20.77M6.3%
CLASS A ORD$17.65M5.3%
CL A$16.73M5.0%
NOTE 2.500% 7/0$13.20M4.0%

Portfolio Concentration

Top 329.3%4–1033.3%11–2532.6%Rest4.9%TOP 1062.5%0%100%
Top 3$96.96M29.3%
4–10$110.23M33.3%
11–25$108.16M32.6%
Rest$16.13M4.9%

Top 3 weight

29.3%

Top 10 weight

62.5%

Voting Authority Distribution

Total shares with voting rights: 73.03M

Sole

Full voting authority

73.03M

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)

Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:

AMAZON COM INC

SOLE
COM
Shares169.15K
TypeSH
Market value$40.32M
12.16%
Sole
169.15K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares98.62K
TypeSH
Market value$35.24M
10.63%
Sole
98.62K
Shared
0.00
None
0.00

QFIN HOLDINGS INC

SOLE
NOTE 0.500% 4/0
Shares24M
TypePRN
Market value$21.40M
6.46%
Sole
24M
Shared
0.00
None
0.00

AMERICAN EXPRESS CO

SOLE
COM
Shares63K
TypeSH
Market value$21.31M
6.43%
Sole
63K
Shared
0.00
None
0.00

IQIYI INC

SOLE
NOTE 4.625% 3/1
Shares22.70M
TypePRN
Market value$20.77M
6.27%
Sole
22.70M
Shared
0.00
None
0.00

GRAB HOLDINGS LIMITED

SOLE
CLASS A ORD
Shares4.68M
TypeSH
Market value$17.65M
5.32%
Sole
4.68M
Shared
0.00
None
0.00

FINVOLUTION GROUP

SOLE
NOTE 2.500% 7/0
Shares15M
TypePRN
Market value$13.20M
3.98%
Sole
15M
Shared
0.00
None
0.00

AUTOHOME INC

SOLE
SP ADS RP CL A
Shares672.12K
TypeSH
Market value$12.79M
3.86%
Sole
672.12K
Shared
0.00
None
0.00

BLACK STONE MINERALS L P

SOLE
COM UNIT
Shares880K
TypeSH
Market value$12.29M
3.71%
Sole
880K
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares30K
TypeSH
Market value$12.22M
3.69%
Sole
30K
Shared
0.00
None
0.00

NATURAL RESOURCE PARTNERS LP

SOLE
COM UNIT LTD PAR
Shares120K
TypeSH
Market value$11.64M
3.51%
Sole
120K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares30K
TypeSH
Market value$11.33M
3.42%
Sole
30K
Shared
0.00
None
0.00

ROBLOX CORP

SOLE
CL A
Shares206.80K
TypeSH
Market value$11.25M
3.39%
Sole
206.80K
Shared
0.00
None
0.00

ADOBE INC

SOLE
COM
Shares49K
TypeSH
Market value$10.05M
3.03%
Sole
49K
Shared
0.00
None
0.00

MOODYS CORP

SOLE
COM
Shares20K
TypeSH
Market value$9.06M
2.73%
Sole
20K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares15K
TypeSH
Market value$8.71M
2.63%
Sole
15K
Shared
0.00
None
0.00

HESAI GROUP

SOLE
SPONSORED ADS
Shares445K
TypeSH
Market value$8.11M
2.45%
Sole
445K
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares65K
TypeSH
Market value$6.45M
1.95%
Sole
65K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
DEP SHS RP1/20 A
Shares110K
TypeSH
Market value$5.60M
1.69%
Sole
110K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
DEP SHS RP1/20 B
Shares110K
TypeSH
Market value$5.53M
1.67%
Sole
110K
Shared
0.00
None
0.00

NEW YORK TIMES CO MTN BE

SOLE
CL A
Shares78.30K
TypeSH
Market value$5.48M
1.65%
Sole
78.30K
Shared
0.00
None
0.00

FORWARD INDUSTRIES INC

SOLE
COM NEW
Shares994.16K
TypeSH
Market value$4.20M
1.27%
Sole
994.16K
Shared
0.00
None
0.00

WEIBO CORP

SOLE
SPONSORED ADR
Shares500K
TypeSH
Market value$3.63M
1.10%
Sole
500K
Shared
0.00
None
0.00

PHOTRONICS INC

SOLE
COM
Shares110K
TypeSH
Market value$3.58M
1.08%
Sole
110K
Shared
0.00
None
0.00

VEEVA SYS INC

SOLE
CL A COM
Shares20K
TypeSH
Market value$3.55M
1.07%
Sole
20K
Shared
0.00
None
0.00
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