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Turiya Advisors Asia Ltd

hedge fundUpdated 29 days ago

Managed by Turiya Advisors Asia Ltd • Latest filing Q2 2026

Portfolio value
$439.6M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
7.4%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$400.4M
Q2 2023$152M
Q3 2023$238.9M
Q4 2023$362.5M
Q1 2024$355.8M
Q2 2024$230.6M
Q3 2024$152.7M
Q4 2024$72.6M
Q1 2025$65.2M
Q2 2025$241.4M
Q3 2025$377.8M
Q4 2025$652.9M
Q1 2026$496.2M
Q2 2026$439.6M

Top holdings

3 positions as of Q2 2026

View filing
N

NOKIA CORP

Value
$243.6M
Shares
18.35M
% Port
55.43%
T

TOWER SEMICONDUCTOR LTD

Value
$117.4M
Shares
450.5K
% Port
26.71%
G
3.GEO

GEO GROUP INC

Value
$78.5M
Shares
2.66M
% Port
17.86%

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