We are live on ! Find out more
LCAM

Long Corridor Asset Management Portfolio holdings

AUM $331M
1-Year Est. Return 10.35%
This Fund
S&P 500
This Quarter Est. Return
+9.59%
1 Year Est. Return
+10.35%
3 Year Est. Return
+73.63%
5 Year Est. Return
+67.28%
10 Year Est. Return
–
AUM
$331M
AUM Growth
-$79.8M
Cap. Flow
-$80.7M
Cap. Flow %
-24.35%
Top 10 Hldgs %
62.5%
Holding
46
New
11
Increased
4
Reduced
8
Closed
11

Top Buys

Rank Stock Value
1
GRAB icon
Grab
GRAB
+$17M
2
AVGO icon
Broadcom
AVGO
+$12M
3
SPGI icon
S&P Global
SPGI
+$8.02M
4
AMD icon
Advanced Micro Devices
AMD
+$6.15M
5
GOOGM
Alphabet Inc Depositary Shares Series A Preferred Stock
GOOGM
+$5.53M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$30.3M
2
MSFT icon
Microsoft
MSFT
+$27.8M
3
UBER icon
Uber
UBER
+$16.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$16.3M
5
PBI icon
Pitney Bowes
PBI
+$12.4M

Sector Composition

Rank Sector Weight
1 Communication Services 24.03%
2 Technology 20.51%
3 Miscellaneous 16.7%
4 Consumer Discretionary 16.41%
5 Financials 12.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
1
Amazon
AMZN
$2.79T
$40.3M 12.16%
169,150
– –
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.14T
$35.2M 10.63%
98,616
-45,384
-32% -$16.3M
AXP icon
3
American Express
AXP
$220B
$21.3M 6.43%
63,000
-35,000
-36% -$11.2M
GRAB icon
4
Grab
GRAB
$14B
$17.6M 5.32%
+4,681,160
New +$17M
ATHM icon
5
Autohome
ATHM
$2.54B
$12.8M 3.86%
672,117
-45,921
-6% -$829K
BSM icon
6
Black Stone Minerals
BSM
$3.12B
$12.3M 3.71%
880,000
+108,000
+14% +$1.5M
SPGI icon
7
S&P Global
SPGI
$131B
$12.2M 3.69%
30,000
+19,000
+173% +$8.02M
NRP icon
8
Natural Resource Partners
NRP
$1.51B
$11.6M 3.51%
120,000
+20,000
+20% +$2.19M
AVGO icon
9
Broadcom
AVGO
$1.7T
$11.3M 3.42%
+30,000
New +$12M
RBLX icon
10
Roblox
RBLX
$30.9B
$11.2M 3.39%
206,800
+10,000
+5% +$497K
ADBE icon
11
Adobe
ADBE
$106B
$10M 3.03%
49,000
-6,000
-11% -$1.42M
MCO icon
12
Moody's
MCO
$85.5B
$9.06M 2.73%
20,000
– –
AMD icon
13
Advanced Micro Devices
AMD
$780B
$8.71M 2.63%
+15,000
New +$6.15M
HSAI
14
Hesai Group
HSAI
$2.97B
$8.11M 2.45%
445,000
– –
NOW icon
15
ServiceNow
NOW
$146B
$6.45M 1.95%
65,000
-15,000
-19% -$1.49M
GOOGM
16
Alphabet Inc Depositary Shares Series A Preferred Stock
GOOGM
$5.6M 1.69%
+110,000
New +$5.53M
GOOGN
17
Alphabet Inc Depositary Shares Series B Preferred Stock
GOOGN
$5.53M 1.67%
+110,000
New +$5.52M
NYT icon
18
New York Times
NYT
$10.9B
$5.48M 1.65%
78,300
– –
FWDI
19
Forward Industries Inc
FWDI
$466M
$4.2M 1.27%
994,164
– –
WB icon
20
Weibo
WB
$1.65B
$3.63M 1.1%
500,000
-30,000
-6% -$245K
PLAB icon
21
Photronics
PLAB
$1.72B
$3.58M 1.08%
+110,000
New +$4.65M
VEEV icon
22
Veeva Systems
VEEV
$44.5B
$3.55M 1.07%
20,000
-5,000
-20% -$824K
CLS icon
23
Celestica
CLS
$39.4B
$2.92M 0.88%
+8,000
New +$3M
UBER icon
24
Uber
UBER
$155B
$2.89M 0.87%
40,000
-228,300
-85% -$16.7M
SHMD
25
SCHMID Group
SHMD
$208M
$2.76M 0.83%
+440,816
New +$2.7M
1
2

Similar funds

LKBC
L.K. Benson & Company Baltimore, Maryland $332M AUM 19.03% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
SCMS
Serenity Capital Management (Singapore) Singapore $332M AUM 8.08% 1-Year Est. Return
A
Argentarii Cincinnati, Ohio $332M AUM 32.52% 1-Year Est. Return
FWMP
Foundation Wealth Management (Pennsylvania) Media, Pennsylvania $331M AUM 18.58% 1-Year Est. Return
LBWM
Left Brain Wealth Management Naperville, Illinois $332M AUM 76.1% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
GIM
Goodlander Investment Management Dallas, Texas $331M AUM 188.89% 1-Year Est. Return

Long Corridor Asset Management's Q2 2026 Portfolio in Review

As of Q2 2026, Long Corridor Asset Management held 46 positions worth $331M, down 19% from $411M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Long Corridor Asset Management withdrew a net $80.7M in Q2 2026, closing 11 positions and reducing 8 holdings. Its most notable exit was Meta Platforms (Facebook), an estimated $30.3M position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 24% of assets, down from 27% a quarter earlier, followed by Technology and Miscellaneous.

Against the trend, Long Corridor Asset Management opened a new position in Grab worth $17.6M.

  • Long Corridor Asset Management's largest Q2 2026 buy was Grab: 4,681,160 shares worth $17.6M.
  • Long Corridor Asset Management added most to S&P Global in Q2 2026, an estimated $8.02M increase.
  • Long Corridor Asset Management's biggest Q2 2026 reduction was Uber, cutting an estimated $16.7M.
  • Long Corridor Asset Management fully exited Meta Platforms (Facebook) in Q2 2026, selling an estimated $30.3M.
  • Long Corridor Asset Management's ten largest holdings make up 63% of its $331M portfolio in Q2 2026.
  • Long Corridor Asset Management opened 11 new positions and closed 11 in Q2 2026.
  • Long Corridor Asset Management's portfolio value fell 19% quarter-over-quarter to $331M.

Based on Long Corridor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.