Long Corridor Asset Management Ltd
HONG KONG K3 · SEC CIK 0001845501
$4.11亿2026Q1 申报市值
38持仓数
62.9%前十大占比 · 第一大 10.1%
23 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MSFT 新建仓+$2,776.28万
STRATEGY INC 新建仓+$2,627.75万
AMZN 加仓+$2,395.11万
IQ 新建仓+$1,880.58万
ADBE 新建仓+$1,336.94万
2026Q1 卖出最多 按季末市值估算
CCL 清仓-$763.50万
FOX 清仓-$580.02万
MNSO 清仓-$197.34万
ZLAB 清仓-$116.07万
GDS 清仓-$60.81万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $4,140.86万 | 10.07% | 144,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $3,522.89万 | 8.57% | 169,150 | 115,000 | 212.4% | $2,395.11万 | 加仓 |
| META | META PLATFORMS INC | $3,032.29万 | 7.37% | 53,000 | 7,700 | 17.0% | $440.54万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2,964.30万 | 7.21% | 98,000 | 29,000 | 42.0% | $877.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,776.28万 | 6.75% | 75,000 | 75,000 | — | $2,776.28万 | 新建仓 |
| — | STRATEGY INC | $2,627.75万 | 6.39% | 30,000,000 | 30,000,000 | — | $2,627.75万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $1,929.88万 | 4.69% | 268,300 | 45,100 | 20.2% | $324.40万 | 加仓 |
| IQ | IQIYI INC | $1,880.58万 | 4.57% | 20,700,000 | 20,700,000 | — | $1,880.58万 | 新建仓 |
| — | STRATEGY INC | $1,536.75万 | 3.74% | 15,000,000 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC | $1,474.40万 | 3.58% | 16,000,000 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1,336.94万 | 3.25% | 55,000 | 55,000 | — | $1,336.94万 | 新建仓 |
| ATHM | AUTOHOME INC | $1,247.23万 | 3.03% | 718,038 | 583,615 | 434.2% | $1,013.74万 | 加仓 |
| PBI | PITNEY BOWES INC | $1,237.60万 | 3.01% | 1,120,000 | 1,120,000 | — | $1,237.60万 | 新建仓 |
| NRP | NATURAL RESOURCE PARTNERS LP | $1,210.00万 | 2.94% | 100,000 | 100,000 | — | $1,210.00万 | 新建仓 |
| BSM | BLACK STONE MINERALS L P | $1,167.26万 | 2.84% | 772,000 | 772,000 | — | $1,167.26万 | 新建仓 |
| RBLX | ROBLOX CORP | $1,113.10万 | 2.71% | 196,800 | 29,200 | 17.4% | $165.16万 | 加仓 |
| MCO | MOODYS CORP | $872.50万 | 2.12% | 20,000 | 20,000 | — | $872.50万 | 新建仓 |
| HSAI | HESAI GROUP | $850.84万 | 2.07% | 445,000 | 75,000 | 20.3% | $143.40万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $849.68万 | 2.07% | 429,565 | 429,565 | — | $849.68万 | 新建仓 |
| — | NIO INC | $844.69万 | 2.05% | 8,500,000 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $836.40万 | 2.03% | 80,000 | 80,000 | — | $836.40万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $655.61万 | 1.59% | 78,300 | 37,000 | 89.6% | $309.80万 | 加仓 |
| SPGI | S&P GLOBAL INC | $467.87万 | 1.14% | 11,000 | 11,000 | — | $467.87万 | 新建仓 |
| WB | WEIBO CORP | $463.75万 | 1.13% | 530,000 | 530,000 | — | $463.75万 | 新建仓 |
| FWDI | FORWARD INDUSTRIES INC | $440.41万 | 1.07% | 994,164 | 994,164 | — | $440.41万 | 新建仓 |
| VEEV | VEEVA SYS INC | $439.15万 | 1.07% | 25,000 | 25,000 | — | $439.15万 | 新建仓 |
| NTES | NETEASE COM INC | $197.01万 | 0.48% | 17,600 | 17,600 | — | $197.01万 | 新建仓 |
| ONC | BEONE MEDICINES LTD | $178.78万 | 0.43% | 6,020 | -1,711 | -22.1% | -$50.81万 | 减仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $121.18万 | 0.29% | 146,000 | 146,000 | — | $121.18万 | 新建仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $115.78万 | 0.28% | 46,000 | 46,000 | — | $115.78万 | 新建仓 |
| HTHT | H WORLD GROUP LTD | $115.67万 | 0.28% | 23,000 | 23,000 | — | $115.67万 | 新建仓 |
| JD | JD.COM INC | $112.37万 | 0.27% | 38,000 | 38,000 | — | $112.37万 | 新建仓 |
| BIDU | BAIDU INC | $100.28万 | 0.24% | 9,000 | -3,500 | -28.0% | -$39.00万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $97.56万 | 0.24% | 20,000 | 20,000 | — | $97.56万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $85.94万 | 0.21% | 1,000,000 | 1,000,000 | — | $85.94万 | 新建仓 |
| NIO | NIO INC | $47.64万 | 0.12% | 79,000 | 79,000 | — | $47.64万 | 新建仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $23.07万 | 0.06% | 4,074 | 4,074 | — | $23.07万 | 新建仓 |
| — | COYA THERAPEUTICS INC | $15.27万 | 0.04% | 38,766 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -250,000 | -100.0% | -$763.50万 | 清仓 |
| FOX | FOX CORP | $0 | 0.00% | 0 | -89,330 | -100.0% | -$580.02万 | 清仓 |
| MNSO | MINISO GROUP HLDG LTD | $0 | 0.00% | 0 | -105,250 | -100.0% | -$197.34万 | 清仓 |
| ZLAB | ZAI LAB LTD | $0 | 0.00% | 0 | -65,800 | -100.0% | -$116.07万 | 清仓 |
| GDS | GDS HLDGS LTD | $0 | 0.00% | 0 | -17,425 | -100.0% | -$60.81万 | 清仓 |