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LCAM

Long Corridor Asset Management Portfolio holdings

AUM $411M
1-Year Est. Return 16.28%
This Fund
S&P 500
This Quarter Est. Return
+2.91%
1 Year Est. Return
+16.28%
3 Year Est. Return
+58.69%
5 Year Est. Return
+51.63%
10 Year Est. Return
–
AUM
$137M
AUM Growth
+$3.45M
Cap. Flow
+$17.3M
Cap. Flow %
12.64%
Top 10 Hldgs %
87.35%
Holding
28
New
9
Increased
2
Reduced
3
Closed
10

Top Buys

Rank Stock Value
1
UBER icon
Uber
UBER
+$18M
2
AXP icon
American Express
AXP
+$11.8M
3
ATHM icon
Autohome
ATHM
+$9.18M
4
RBLX icon
Roblox
RBLX
+$4.71M
5
ONC
BeOne Medicines Ltd
ONC
+$4.35M

Top Sells

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$10.2M
2
INCY icon
Incyte
INCY
+$7.67M
3
BIDU icon
Baidu
BIDU
+$5.06M
4
CCL icon
Carnival Corporation Ltd
CCL
+$4.36M
5
ZG icon
Zillow
ZG
+$4.21M

Sector Composition

Rank Sector Weight
1 Communication Services 43.93%
2 Healthcare 18.74%
3 Technology 13.33%
4 Financials 12.8%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
1
Meta Platforms (Facebook)
META
$1.54T
$19M 13.92%
33,000
– –
UBER icon
2
Uber
UBER
$140B
$18.2M 13.33%
+250,000
New +$18M
AXP icon
3
American Express
AXP
$233B
$17.5M 12.8%
65,000
+40,000
+160% +$11.8M
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$3.88T
$17M 12.45%
110,000
– –
INCY icon
5
Incyte
INCY
$23.3B
$13.3M 9.75%
220,000
-110,000
-33% -$7.67M
ONC
6
BeOne Medicines Ltd
ONC
$33.9B
$10.1M 7.37%
37,000
+18,600
+101% +$4.35M
ATHM icon
7
Autohome
ATHM
$2.45B
$8.96M 6.56%
+323,083
New +$9.18M
SE icon
8
Sea Limited
SE
$60.9B
$5.22M 3.82%
40,000
-10,000
-20% -$1.24M
NYT icon
9
New York Times
NYT
$11.4B
$4.46M 3.27%
90,000
– –
RBLX icon
10
Roblox
RBLX
$34B
$4.37M 3.2%
+75,000
New +$4.71M
NTES icon
11
NetEase
NTES
$76.9B
$3.09M 2.26%
30,000
-10,000
-25% -$1.01M
NWSA icon
12
News Corp Class A
NWSA
$14.3B
$2.41M 1.76%
+88,393
New +$2.47M
SWTX
13
DELISTED
SpringWorks Therapeutics
SWTX
$2.21M 1.62%
+50,000
New +$2.3M
ZTO icon
14
ZTO Express
ZTO
$18.3B
$1.98M 1.45%
+100,000
New +$1.95M
EDU icon
15
New Oriental
EDU
$7.85B
$1.82M 1.33%
+38,000
New +$1.95M
MLCO icon
16
Melco Resorts & Entertainment
MLCO
$2.16B
$718K 0.53%
+136,194
New +$767K
BILI icon
17
Bilibili
BILI
$7.32B
$698K 0.51%
+36,500
New +$701K
BABA icon
18
Alibaba
BABA
$273B
– –
-120,000
Closed -$10.2M
BIDU icon
19
Baidu
BIDU
$36.5B
– –
-60,000
Closed -$5.06M
CCL icon
20
Carnival Corporation Ltd
CCL
$34.6B
– –
-175,000
Closed -$4.36M
CGEM icon
21
Cullinan Oncology
CGEM
$1.06B
– –
-15,000
Closed -$183K
GLUE icon
22
Monte Rosa Therapeutics
GLUE
$1.95B
– –
-40,000
Closed -$278K
KURA icon
23
Kura Oncology
KURA
$928M
– –
-10,000
Closed -$87.1K
SNDX icon
24
Syndax Pharmaceuticals
SNDX
$1.88B
– –
-10,000
Closed -$132K
WB icon
25
Weibo
WB
$1.92B
– –
-318,555
Closed -$3.04M
1
2

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Long Corridor Asset Management's Q1 2025 Portfolio in Review

As of Q1 2025, Long Corridor Asset Management held 28 positions worth $137M, up 2.6% from $133M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Long Corridor Asset Management deployed $17.3M of net new capital in Q1 2025, opening 9 new positions and adding to 2 existing holdings. Its largest new stake was Uber: 250,000 shares worth $18.2M.

By sector, the portfolio is most concentrated in Communication Services at 44% of assets, down from 46% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was Incyte, an estimated $7.67M trimmed.

  • Long Corridor Asset Management's largest Q1 2025 buy was Uber: 250,000 shares worth $18.2M.
  • Long Corridor Asset Management added most to American Express in Q1 2025, an estimated $11.8M increase.
  • Long Corridor Asset Management's biggest Q1 2025 reduction was Incyte, cutting an estimated $7.67M.
  • Long Corridor Asset Management fully exited Alibaba in Q1 2025, selling an estimated $10.2M.
  • Long Corridor Asset Management's ten largest holdings make up 87% of its $137M portfolio in Q1 2025.
  • Long Corridor Asset Management opened 9 new positions and closed 10 in Q1 2025.
  • Long Corridor Asset Management's portfolio value rose 2.6% quarter-over-quarter to $137M.

Based on Long Corridor Asset Management's 13F filing for Q1 2025, filed 13 May 2025.