DOSSIER · 13F-HR · Q1 2026

Long Corridor Asset Management Ltd

Long Corridor Asset's hedge fund based in Stamford, CT $411M in tracked AUM across 38 positions as of Q1 2026.

LC
Long Corridor Asset·Stamford, CT·Hedge Fund
CIK 0001845501 · last filed Mar 31, 2026
Total AUM
$411M
13.5%
vs prior
Holdings
38
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
Top sector
Financials
11% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview

Long Corridor Asset Management Ltd reported a significant contraction in portfolio value during the quarter ending September 30, 2025. The total assets under management (AUM) decreased by 41.2%, dropping from $277.27 million to $163.10 million. This reduction was driven by a combination of active portfolio deleveraging and realized losses, as evidenced by the exit from seven major positions and substantial reductions in existing holdings.

The fund currently maintains a co...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GOOGL
ALPHABET INC
$41M144K10.1%
02
AMZN
AMAZON COM INC
$35M169K8.6%
03
META
META PLATFORMS INC
$30M53K7.4%
04
AXP
AMERICAN EXPRESS CO
$30M98K7.2%
05
MSFT
MICROSOFT CORP
$28M75K6.8%
06
MSTR 0 03/01/30
STRATEGY INC
$26M30.0M6.4%
07
UBER
UBER TECHNOLOGIES INC
$19M268K4.7%
08$19M20.7M4.6%
09
MSTR 2.25 06/15/32
STRATEGY INC
$15M15.0M3.7%
10
MARA 0 06/01/31
MARA HOLDINGS INC
$15M16.0M3.6%

Filing history

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