Long Corridor Asset Management Ltd
HONG KONG K3 · SEC CIK 0001845501
$3.31亿2026Q2 申报市值
35持仓数
62.5%前十大占比 · 第一大 12.2%
13 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
QFIN HOLDINGS IN 新建仓+$2,140.12万
GRAB 新建仓+$1,764.80万
FINVOLUTION GROU 新建仓+$1,320.00万
AVGO 新建仓+$1,133.25万
AMD 新建仓+$871.37万
2026Q2 卖出最多 按季末市值估算
META 清仓-$3,032.29万
MSFT 清仓-$2,776.28万
STRATEGY INC 清仓-$2,627.75万
UBER 减仓-$1,647.41万
GOOGL 减仓-$1,621.89万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $4,031.52万 | 12.16% | 169,150 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $3,524.24万 | 10.63% | 98,616 | -45,384 | -31.5% | -$1,621.89万 | 减仓 |
| — | QFIN HOLDINGS INC | $2,140.12万 | 6.46% | 24,000,000 | 24,000,000 | — | $2,140.12万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $2,130.97万 | 6.43% | 63,000 | -35,000 | -35.7% | -$1,183.88万 | 减仓 |
| IQ | IQIYI INC | $2,077.05万 | 6.27% | 22,700,000 | 2,000,000 | 9.7% | $183.00万 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $1,764.80万 | 5.32% | 4,681,160 | 4,681,160 | — | $1,764.80万 | 新建仓 |
| — | FINVOLUTION GROUP | $1,320.00万 | 3.98% | 15,000,000 | 15,000,000 | — | $1,320.00万 | 新建仓 |
| ATHM | AUTOHOME INC | $1,279.04万 | 3.86% | 672,117 | -45,921 | -6.4% | -$87.39万 | 减仓 |
| BSM | BLACK STONE MINERALS L P | $1,229.36万 | 3.71% | 880,000 | 108,000 | 14.0% | $150.88万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,221.78万 | 3.69% | 30,000 | 19,000 | 172.7% | $773.79万 | 加仓 |
| NRP | NATURAL RESOURCE PARTNERS LP | $1,164.00万 | 3.51% | 120,000 | 20,000 | 20.0% | $194.00万 | 加仓 |
| AVGO | BROADCOM INC | $1,133.25万 | 3.42% | 30,000 | 30,000 | — | $1,133.25万 | 新建仓 |
| RBLX | ROBLOX CORP | $1,124.58万 | 3.39% | 206,800 | 10,000 | 5.1% | $54.38万 | 加仓 |
| ADBE | ADOBE INC | $1,004.60万 | 3.03% | 49,000 | -6,000 | -10.9% | -$123.01万 | 减仓 |
| MCO | MOODYS CORP | $905.84万 | 2.73% | 20,000 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $871.37万 | 2.63% | 15,000 | 15,000 | — | $871.37万 | 新建仓 |
| HSAI | HESAI GROUP | $810.79万 | 2.45% | 445,000 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $645.32万 | 1.95% | 65,000 | -15,000 | -18.8% | -$148.92万 | 减仓 |
| — | ALPHABET INC | $559.79万 | 1.69% | 110,000 | 110,000 | — | $559.79万 | 新建仓 |
| — | ALPHABET INC | $553.30万 | 1.67% | 110,000 | 110,000 | — | $553.30万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $547.94万 | 1.65% | 78,300 | 0 | 0.0% | — | 不变 |
| FWDI | FORWARD INDUSTRIES INC | $419.54万 | 1.27% | 994,164 | 0 | 0.0% | — | 不变 |
| WB | WEIBO CORP | $363.00万 | 1.10% | 500,000 | -30,000 | -5.7% | -$21.78万 | 减仓 |
| PLAB | PHOTRONICS INC | $357.83万 | 1.08% | 110,000 | 110,000 | — | $357.83万 | 新建仓 |
| VEEV | VEEVA SYS INC | $354.94万 | 1.07% | 20,000 | -5,000 | -20.0% | -$88.73万 | 减仓 |
| CLS | CELESTICA INC | $291.84万 | 0.88% | 8,000 | 8,000 | — | $291.84万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $288.64万 | 0.87% | 40,000 | -228,300 | -85.1% | -$1,647.41万 | 减仓 |
| — | SCHMID GROUP N.V. | $275.95万 | 0.83% | 440,816 | 440,816 | — | $275.95万 | 新建仓 |
| — | TON STRATEGY CO | $261.94万 | 0.79% | 1,027,206 | 1,027,206 | — | $261.94万 | 新建仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $179.20万 | 0.54% | 100,000 | 100,000 | — | $179.20万 | 新建仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $102.95万 | 0.31% | 46,000 | 0 | 0.0% | — | 不变 |
| HTHT | H WORLD GROUP LTD | $95.96万 | 0.29% | 23,000 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $81.74万 | 0.25% | 20,000 | 0 | 0.0% | — | 不变 |
| — | COYA THERAPEUTICS INC | $22.68万 | 0.07% | 38,766 | 0 | 0.0% | — | 不变 |
| IQ | IQIYI INC | $11.94万 | 0.04% | 114,855 | 114,855 | — | $11.94万 | 新建仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -53,000 | -100.0% | -$3,032.29万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -75,000 | -100.0% | -$2,776.28万 | 清仓 |
| — | STRATEGY INC | $0 | 0.00% | 0 | -30,000,000 | -100.0% | -$2,627.75万 | 清仓 |
| — | STRATEGY INC | $0 | 0.00% | 0 | -15,000,000 | -100.0% | -$1,536.75万 | 清仓 |
| MARA | MARA HOLDINGS INC | $0 | 0.00% | 0 | -16,000,000 | -100.0% | -$1,474.40万 | 清仓 |
| PBI | PITNEY BOWES INC | $0 | 0.00% | 0 | -1,120,000 | -100.0% | -$1,237.60万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -429,565 | -100.0% | -$849.68万 | 清仓 |
| — | NIO INC | $0 | 0.00% | 0 | -8,500,000 | -100.0% | -$844.69万 | 清仓 |
| NTES | NETEASE COM INC | $0 | 0.00% | 0 | -17,600 | -100.0% | -$197.01万 | 清仓 |
| ONC | BEONE MEDICINES LTD | $0 | 0.00% | 0 | -6,020 | -100.0% | -$178.78万 | 清仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $0 | 0.00% | 0 | -146,000 | -100.0% | -$121.18万 | 清仓 |
| JD | JD.COM INC | $0 | 0.00% | 0 | -38,000 | -100.0% | -$112.37万 | 清仓 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -9,000 | -100.0% | -$100.28万 | 清仓 |
| JOBY | JOBY AVIATION INC | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$85.94万 | 清仓 |
| NIO | NIO INC | $0 | 0.00% | 0 | -79,000 | -100.0% | -$47.64万 | 清仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $0 | 0.00% | 0 | -4,074 | -100.0% | -$23.07万 | 清仓 |