Turiya Advisors Asia Ltd

CIK 0001554179 · HONG KONG, null · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗

Turiya Advisors Asia Ltd reported 3 positions worth $439.6M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: NOK (55.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$439.6M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

3 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	NOK	NOKIA CORP	SH	$243.6M	55.43%	18,346,200	—	—
▸ 2	TSEM	TOWER SEMICONDUCTOR LTD	SH	$117.4M	26.71%	450,519	—	—
▸ 3	GEO	GEO GROUP INC	SH	$78.5M	17.86%	2,656,580	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Turiya Advisors Asia Ltd hold as of Q2 2026?

Turiya Advisors Asia Ltd reported 3 positions worth $439.6M in its Q2 2026 13F filing. Largest positions: NOK (55.4%), TSEM (26.7%) and GEO (17.9%).

What did Turiya Advisors Asia Ltd buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Turiya Advisors Asia Ltd sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.