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Long Corridor Asset Management Ltd
Long Corridor Asset Management Ltd is an institution, managing $194.5M across 19 long positions as of Q3 2025 with 42% Communication Services concentration, 90% concentrated in top 10 holdings, and 21% allocation to GOOGL.
- Portfolio Value
- $194.5M
- Positions
- 19
- Top Holding
- GOOGL at 20.63%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Long Corridor Asset Management Ltd's portfolio (89.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Internet Content & Information Communication Services | $40.1M | 20.63% | +$5.1M Bought | 0.00% 165.0K shares | |
Internet Content & Information Communication Services | $31.1M | 15.97% | — | 0.00% 42.3K shares | |
Financial - Credit Services Financial Services | $28.9M | 14.86% | — | 0.01% 87.0K shares | |
Software - Application Technology | $16.4M | 8.42% | -$15.4M Sold | 0.01% 167.2K shares | |
Electronic Gaming & Multimedia Technology | $13.4M | 6.89% | -$3.6M Sold | 0.01% 96.8K shares | |
Specialty Retail Consumer Cyclical | $12.1M | 6.21% | +$5.5M Bought | 0.00% 55.0K shares | |
Unknown Unknown | $12.0M | 6.17% | -$3.9M Sold | — 420.4K shares | |
Publishing Communication Services | $9.0M | 4.65% | +$1.1M Bought | 0.10% 157.5K shares | |
Leisure Consumer Cyclical | $7.2M | 3.72% | -$2.9M Sold | 0.02% 250.0K shares | |
Biotechnology Healthcare | $4.2M | 2.18% | -$14.4M Sold | 0.03% 50.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Long Corridor Asset Management Ltd's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+83.33% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-77.27% | |
-48.4% | |
-46.96% |
Analytics
Portfolio insights and performance metrics for Long Corridor Asset Management Ltd
GthenA