Long Corridor Asset Management Ltd MNSO MINISO GROUP HLDG LTD

Ownership history in Long Corridor Asset Management Ltd  ·  6 quarters on record

AI Ownership Summary

Long Corridor Asset Management Ltd reported MINISO GROUP HLDG LTD (MNSO) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 3.52% in 2024 Q3. The latest visible filing shows MNSO at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MNSO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Long Corridor Asset Management Ltd's position in MINISO GROUP HLDG LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MNSO was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.52% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Long Corridor Asset Management Ltd held MNSO — position size vs. price
% of Fund (quarterly)    MNSO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 105,250 0% 0.13% $2.0M 2026-02-14 (Est.) $18.82
2025 Q3 REDUCED 53.8% -14.3% 105,250 -122,747 -53.8% 0.97% $2.4M 2025-11-13 $20.78
2024 Q3 ADDED 227,997 +142,380 +166.3% 3.52% $4.0M 2024-11-12 $16.93
2024 Q2 ADDED 85,617 +45,617 +114.0% 1.55% $1.6M 2024-08-13 $14.73
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Long Corridor Asset Management Ltd and MNSO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Long Corridor Asset Management Ltd reported owning MNSO?

Long Corridor Asset Management Ltd reported MNSO across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported MNSO position in Long Corridor Asset Management Ltd's portfolio?

The largest reported portfolio weight for MNSO was 3.52% in 2024 Q3.

What is the latest reported MNSO position on this page?

The most recent filing on this page is 2025 Q4, when Long Corridor Asset Management Ltd reported 105,250 shares, equal to 0.13% of portfolio, with an estimated market value of $2.0M.

What does the chart on this MNSO ownership page compare?

The chart compares Long Corridor Asset Management Ltd's quarterly MNSO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Long Corridor Asset Management Ltd time their MNSO position?

Based on 13F filing dates vs. subsequent MNSO price moves, Long Corridor Asset Management Ltd correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on MNSO relative to SPY over the holding period was +61.4%.

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