Portfolio (Quarterly) Guide ↗

Long Corridor Asset Management Ltd

· CIK 0001845501

13F Portfolio $411M AUM 38 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 23 New 8 Added 2 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CCL	CARNIVAL CORP	Consumer Cyclical	250,000	$7.6M	0.49%	SOLD
2	FOX	FOX CORP	Communication Services	89,330	$5.8M	0.38%	SOLD
3	MNSO	MINISO GROUP HLDG LTD	Consumer Cyclical	105,250	$2.0M	0.13%	SOLD
4	ZLAB	ZAI LAB LTD	Healthcare	65,800	$1.2M	0.07%	SOLD
5	GDS	GDS HLDGS LTD	Technology	17,425	$608K	0.04%	SOLD

Sector Allocation

Communication Services 29.7%

Technology 25.6%

Consumer Cyclical 16.0%

Financial Services 15.9%

Energy 7.3%

Industrials 4.2%

Healthcare 1.4%

Consumer Defensive 0.1%