StockDriftsStockDriftsTop 29 Long Corridor Asset Management LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 12.16% | 169.2K | $40.3M | +0.00%(+0) | $217.18(+20.88%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 10.63% | 98.6K | $35.2M | -31.52%(-45.38K) | $240.02(+43.62%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 6.43% | 63.0K | $21.3M | -35.71%(-35.00K) | $273.29(+24.34%) | 2026-06-30 | |
| GRAB | GRAB HOLDINGS LIMITED | 5.32% | 4.68M | $17.6M | new | $3.65(-0.82%) | 2026-06-30 | |
| ATHM | AUTOHOME INC | 3.86% | 672.1K | $12.8M | -6.40%(-45.92K) | $21.12(+6.70%) | 2026-06-30 | |
| BSM | BLACK STONE MINERALS L P | 3.71% | 880.0K | $12.3M | +13.99%(+108.00K) | $14.26(+0.35%) | 2026-06-30 | |
| SPGI | S&P GLOBAL INC | 3.69% | 30.0K | $12.2M | +172.73%(+19.00K) | $428.04(-2.89%) | 2026-06-30 | |
| NRP | NATURAL RESOURCE PARTNERS LP | 3.51% | 120.0K | $11.6M | +20.00%(+20.00K) | $112.21(-6.82%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.42% | 30.0K | $11.3M | new | $335.58(+17.33%) | 2026-06-30 | |
| RBLX | ROBLOX CORP | 3.39% | 206.8K | $11.2M | +5.08%(+10.00K) | $81.45(-53.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.02% | +33.16% | -7.46% | -32.14% |
| Top 20 Holdings Unweighted | +8.38% | +27.29% | -6.66% | -29.15% |
Long Corridor Asset Management LTD reports $331.48M in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (12.2%), GOOGL (10.6%) and AXP (6.4%). The top 20 holdings account for 74.69% of reported assets. Its disclosed equity book has returned +33.16% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Long Corridor Asset Management LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1845501). View Long Corridor Asset Management LTD’s 13F filings on SEC