Long Corridor Asset Management
Long Corridor Asset Management reported 32 stocks worth $276M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are AMZN (14.6%), GOOGL (12.8%) and AXP (7.7%). Compared with Q1 2026, the fund opened new positions in GRAB, AVGO and AMD, added to BSM, SPGI and NRP, trimmed GOOGL, AXP and ATHM and sold out of META, MSFT and PBI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AMZN Amazon Com Inc | $40.3M | 14.6% | 169K | No change | 5 of 8 | |
| 2 |  GOOGL Alphabet Inc | $35.2M | 12.8% | 99K | −45K (−32%) | 8 of 8 | |
| 3 |  AXP American Express Co | $21.3M | 7.7% | 63K | −35K (−36%) | 8 of 8 | |
| 4 |  GRAB Grab Holdings Limited | $17.6M | 6.4% | 4.7M | New position | 1 of 8 | |
| 5 |  ATHM Autohome Inc | $12.8M | 4.6% | 672K | −46K (−6%) | 6 of 8 | |
| 6 |  BSM Black Stone Minerals L P | $12.3M | 4.5% | 880K | +108K (+14%) | 2 of 8 | |
| 7 |  SPGI S&P Global Inc | $12.2M | 4.4% | 30K | +19K (+173%) | 2 of 8 | |
| 8 |  NRP Natural Resource Partners L | $11.6M | 4.2% | 120K | +20K (+20%) | 2 of 8 | |
| 9 |  AVGO Broadcom Inc | $11.3M | 4.1% | 30K | New position | 1 of 8 | |
| 10 |  RBLX Roblox Corp | $11.2M | 4.1% | 207K | +10K (+5%) | 6 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 META Meta Platforms Inc | $30.3M | 53K |
 MSFT Microsoft Corp | $27.8M | 75K |
 PBI Pitney Bowes Inc | $12.4M | 1.1M |
 BMNR Bitmine Immersion Tecnologie | $8.5M | 430K |
 NTES Netease Inc | $2M | 18K |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Long Corridor Asset Management 13F FAQ
What does Long Corridor Asset Management own?
Long Corridor Asset Management reported 32 stocks worth $276M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are AMZN (14.6%), GOOGL (12.8%) and AXP (7.7%). The table above lists every position in the filing (the top 10 without an account).
What did Long Corridor Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 11 new positions, 4 added to, 8 trimmed and 11 sold out. New positions include GRAB, AVGO and AMD. It sold all of META, MSFT and PBI.
When will Long Corridor Asset Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Long Corridor Asset Management's portfolio worth?
The Q2 2026 filing reports $276M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.