Long Corridor Asset Management Ltd
•CIK: 1845501•Filing: Q4 2025
**Long Corridor Asset Management Ltd.** manages $1.5B across a concentrated portfolio of 20 positions. The fund exhibits a significant overweight to GSCE, representing $1,339.2M of its total assets. Notable secondary allocations include substantial positions in GOOGL ($45.1M) and META ($29.9M). This structure suggests a highly concentrated, large-cap growth mandate with deep conviction in select technology and industrial names.
Total AUM
$180.3M
QoQ Performance
-8.8%
Positions
17
Top 10 Concentration
94.0%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
META
AXP
UBER
RBLX
AMZN
GOOGL25.0%
META16.6%
AXP14.2%
UBER10.1%
RBLX7.5%
AMZN6.9%
HSAI4.6%
CCL4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology41.6%
Other27.2%
Consumer17.0%
Financial14.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑4 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023