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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
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JOBY AVIATION INC 1,000,000.0 $859K 0.21% NEW $0.86
22 NIO NIO INC Consumer Cyclical 79,000.0 $476K 0.12% NEW $6.03 -9.6%
23 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 4,074.0 $231K 0.06% NEW $56.63 -20.1%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%